CPA Tax Senior Associate

Job Summary

Supporting a client portfolio focused on high-net-worth individuals and families, the full-time salaried CPA Tax Senior Associate will prepare complex tax returns, manage engagement activities, and mentor Associates while working remotely or onsite in Indianapolis or Cincinnati.

Key responsibilities:

• Prepare complex individual, fiduciary, partnership, S corporation, gift, and estate tax returns for high-net-worth clients
• Coordinate day-to-day engagement activities, tracking open items and monitoring deadlines while communicating with clients and engagement leaders
• Mentor and provide technical guidance to Associates, fostering a collaborative team environment

Required qualifications:

• CPA license or active progress towards CPA license strongly preferred
• Minimum of 3 years of related experience in public accounting with expertise in high-net-worth individual taxation
• Bachelor's or Master's degree in accounting
• Strong attention to detail and accuracy in tax preparation
• Exceptional organizational skills and ability to manage multiple projects simultaneously