Tax Senior Associate
About The Position
Agresta, Storms & O’Leary, PC (ASO) is a full-service CPA firm with offices across central and southern Indiana and approximately 40 full-time professionals. The firm provides assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base that includes closely held and entrepreneurial businesses, nonprofits, government-regulated entities, manufacturers, construction firms, service organizations, and individuals. ASO is adding a Senior Tax Associate to its growing team. This role is built for tax professionals who are ready to own preparation end-to-end, take on more complex work, and begin mentoring less experienced staff as a step toward Supervisor and Manager responsibilities.
Requirements
- Bachelor’s degree in Accounting or a closely related field
- 3–5 years of public accounting experience with substantive tax preparation work
- CPA license or active progress toward licensure (passed or in process)
- Strong technical foundation across individual and business tax, with the ability to handle returns of moderate complexity independently
- Demonstrated ability to manage time across multiple concurrent engagements
- Solid client-facing communication skills and comfort interacting with clients directly
- Attention to detail, ownership mentality, and a track record of delivering quality work on deadline
Nice To Haves
- Active CPA license
- Experience with CCH tax software environment (or demonstrated ability to learn new platforms quickly)
- Exposure to partnership, S-corp, or trust taxation at meaningful complexity
- Experience mentoring, training, or reviewing the work of junior staff
- Familiarity with advisory or planning work beyond compliance
Responsibilities
- Prepare complex federal and state tax returns for individuals, corporations, partnerships, trusts, and nonprofit organizations with limited supervision
- Perform first-level review of returns prepared by Associates, providing constructive feedback and helping develop technical skills
- Identify tax planning opportunities and surface them to managers and partners for client discussion
- Conduct tax research on moderate to complex issues and prepare clear written memos summarizing findings and recommendations
- Serve as a day-to-day client contact on assigned engagements, handling document requests, status updates, and routine technical questions
- Review accounting data and financial statements to identify issues that affect tax positions
- Help train and onboard Associates and interns, sharing knowledge of firm systems, workpaper standards, and quality expectations
- Stay current on federal and state legislative changes and apply updates to client work
- Support managers and partners on planning projects, special engagements, and process improvement initiatives
Benefits
- Health and dental insurance
- Employer 401(k) match
- Performance-based bonus opportunity
- CPA exam support for candidates still completing licensure
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
