Storen Financial Sr. Tax Advisor Zionsville, IN · Full time Company website

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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 60 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service.

Senior Tax Accountant

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.

JOB DUTIES AND RESPONSIBILITIES:

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
• Stay current on tax law changes while applying insights to client situations and sharing knowledge with colleagues to maximize opportunities

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.

EXPERIENCE & EDUCATION:

• 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)
• Proficient in using tax software, UltraTax is a plus
• Experience with the Salesforce CRM tool is a plus
• Proficiency in the use of MS Office (Outlook, Word, Excel, OneNote) required

This role will report to our Tax Operations Director.