Enrolled Agent/Tax Accountant – Indianapolis, Indiana

Shift Pursuit; Indianapolis (IN); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Shift Pursuit, an Indianapolis CPA firm, seeks an Enrolled Agent / Tax Accountant to support a diverse client base with tax planning and accounting needs. The role involves preparing tax returns, tax planning, resolution, and QuickBooks reviews while engaging directly with business owners.

The ideal candidate has EA status or strong tax accounting background, public accounting experience, and familiarity with individual and business taxation. Strong communication with clients is essential.

Qualifications

• Enrolled Agent or strong tax accounting background.
• Public accounting experience preferred.
• Experience with individual and business taxation.
• Comfortable working directly with clients and business owners.
• Strong knowledge of S-Corps, K-1s, nonprofits, and high-net-worth (HNW) scenarios would be valuable.

Responsibilities

• Prepare individual and business tax returns.
• Handle small business and owner-managed tax matters.
• Provide tax planning and year-end projections.
• Address federal and state tax issues and resolutions.
• Correspond with tax agencies as needed.
• Review QuickBooks and provide accounting support.
• Perform bookkeeping, reconciliations, and financial reporting.
• Answer client questions and provide ongoing advisory support.

Skills

Enrolled Agent

Tax accounting

Public accounting

Taxation (indiv & business)

Client advisory

Job description

Introduction

Join an Indianapolis CPA firm focused on year-round tax planning and helping small businesses stay financially healthy. This firm works closely with business owners throughout the year, providing tax preparation, proactive tax planning, tax resolution and representation, accounting and QuickBooks services.

They are looking for an Enrolled Agent / Tax Accountant to join the team and support a diverse client base with both tax and accounting needs.

Key Responsibilities

• Individual and business tax returns
• Small business and owner-managed company tax matters
• Tax planning and year-end tax projections
• Federal and state tax issues
• Tax resolution and agency correspondence
• QuickBooks reviews and accounting support
• Bookkeeping, reconciliations and financial reporting
• Client questions and ongoing advisory support

Requirements

• Enrolled Agent or strong tax accounting background
• Public accounting experience
• Experience with individual and business taxation
• Comfortable working directly with clients and business owners
• Strong experience with S-Corps, K-1s, nonprofits, HNW would be valuable.

Only shortlisted candidates will be contacted and should you not hear from us within 2 weeks, please consider your application unsuccessful.

Tagged as: CPA Firm, EA, Enrolled Agent, HNW, Indianapolis, Public Accounting, Tax Accounting