To apply: Please email your resume to Storen@storenfinancial.com.
Senior Tax Advisor
GENERAL DESCRIPTION:
Join a collaborative, client-focused team, where tax expertise goes beyond compliance and becomes a strategic advantage for our clients! Storen Financial is a fast-growing, family-oriented firm that values teamwork, professional growth, and building meaningful relationships. We offer tax planning and preparation, business solutions, and financial advisory services that help our clients achieve long-term success.
As a Senior Tax Advisor, you will work directly with business owners and individual clients to provide proactive tax planning, advisory services, and strategic guidance. This role is ideal for a CPA or Enrolled Agent with 5+ years of public accounting experience who enjoys building client relationships and helping business owners make informed financial decisions.
WHAT YOU’LL DO:
- Advise business owners and individual clients on tax planning strategies, entity structure, and year-round tax optimization opportunities.
- Build and manage client relationships by serving as a trusted advisor and primary point of contact for tax-related questions and planning discussions.
- Facilitate face-to-face client meetings to review tax situations and provide planning recommendations
- Prepare and review business and individual tax returns, while ensuring accuracy, minimizing tax liabilities, identifying planning opportunities, and providing proactive recommendations
- Collaborate with firm leadership and other advisors to support client growth.
- Contribute to team development through internal training and education
YOU’LL THRIVE HERE IF YOU:
- Enjoy partnering with business owners to help them make informed financial and tax planning decisions
- Value collaboration, working closely with teammates across tax, accounting, and financial advisory services.
- Are passionate about delivering exceptional client service and value working in a collaborative, high-performing environment
- Excel at communication and meeting deadlines & appreciate a strong tech-enabled environment
WHAT WE’RE LOOKING FOR:
- CPA or EA with 5+ years of public accounting experience and strong knowledge of business and individual taxation
- Bachelor’s degree in Accounting, Finance, or a related field
- Proven experience in tax preparation and review (corporate, partnership & individual)
- Strong communicator who can explain tax concepts clearly to business owners and individuals
- Organized and detailed professional who can manage deadlines in a fast-paced environment
- Commitment to integrity, professionalism, and continuous improvement
WHY WORK WITH US?
At Storen Financial, we combine tax strategies, business solutions, and financial advisory services to help our clients achieve more. We do more than taxes – we help clients build their financial future. You will have the opportunity to play a key role in helping clients make smart decisions while building a rewarding career alongside a supportive and experienced team.
This role will report to our Tax Operations Director
Pay:
- Competitive salary, bonus opportunity, and generous benefits package
Benefits:
Click here to learn more about our Storen Financial Employee Benefits.
Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. Click here to learn more.
Click here to learn more about our team.
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