Business Tax Accountant / Relationship Manager

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.

We are looking for a self-motivated tax accountant to work with small businesses and individuals. The ideal candidate would be a self-starter with strong attention to detail with a desire to help small business owners grow their businesses, identify and expand their needs, and prepare their tax returns. Must be willing to work with new clients with the ability to focus and prepare tax returns in a busy, on-the-go environment.

Responsibilities and Duties

  • Client facing and client focused position
  • Prepare business tax returns using UltraTax software in a face-to-face environment or via virtual meetings
  • Service and foster your own client base
  • Communicate with clients to assess and finalize business tax needs
  • Work with clients on IRS and State resolutions
  • Keep track of industry trends and changes related to taxes

Qualifications and Skills

  • Outgoing personality with a passion for taxes and advising clients on tax strategies for their businesses
  • Ability to effectively present information and respond to questions from clients
  • Technology driven with a willingness to learn new technology and software programs
  • Strong attention to detail
  • Loyalty and belief in our company, services, team & our client-focused culture
  • Strong work ethic and willingness to be a team player
  • Salesforce software and Ultra Tax knowledge a plus

Experience

  • Minimum of 2 – 4 years of individual tax preparation experience including experience
  • Public Accounting experience preferred but not required
  • working with the public in client facing situations

Education

  • 4 year college degree with a degree in Accounting, Finance or Mathematics
  • CPA or EA license

Remuneration

  • Full-time position
  • Salary with commissions – range of $70 – 110K

Other Benefits Available

  • 401K with 4% matching dollar for dollar
  • Health, vision and dental insurance
  • Short term disability
  • Paid vacation
  • Health and wellness incentive or fitness reimbursement
  • Cell phone reimbursement incentive

To apply

Send qualified resumes to storen@storenfinancial.com

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