To apply:
Please complete our career form application and email your resume to Storen@storenfinancial.com. Only applications received through this form will be considered. Click here to get started.
Tax Associate
GENERAL DESCRIPTION:
Join a collaborative, client-focused team, where people come first and tax meets strategy! Storen Financial is a fast-growing, family-oriented firm offering tax, financial services, and business solutions.
We are looking for a Tax Associate who is self-motivated, detail-oriented, and ready to make an impact by delivering outstanding client service.
WHAT YOU’LL DO:
- Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts
- Assist with tax projections and planning for clients
- Collaborate closely with our team of accountants and preparers to ensure accuracy and timeliness
- Communicate with clients to gather and analyze financial data and documentation needed for tax filings
- Stay up to date on industry changes
- Review financial statements and make adjusting entries
- Maintain accurate financial records, including ledgers, journals, and financial statements
- Generate financial reports and provide insights to support decision-making
- Tie financial statements to tax returns
- Collaborate with clients to gather and analyze financial data and documentation needed for accounting and tax preparation
- Consult small business clients to help determine financial efficiencies and improvements.
- Provide responsive and professional client service
YOU’LL THRIVE HERE IF YOU:
- Are detail-oriented and proactive
- Excel at communication and meeting deadlines
- Believe in doing the right thing – always
- Want to be part of a supportive team that values your contributions
- Are passionate about delivering exceptional client service and love working in a collaborative, high-performing environment
WHAT WE’RE LOOKING FOR:
- Proven experience of 1-5 years in tax preparation for individual, corporate, partnership, and trust returns
- Sound understanding of tax compliance and strategy
- Strong organizational skills and attention to detail
- Ability to 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 services to help our clients achieve more. We do more than taxes – we help clients build their financial future.
Will report to: Tax Operations Director
Pay:
• $70,000 – $85,000 per year
• Opportunity for bonuses
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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