Now Hiring – Senior Tax Advisor

Storen Financial Group; Zionsville (IN); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Opportunity for bonuses

Job summary

A fast-growing financial advisory firm in Zionsville seeks a Senior Tax Advisor to provide tax planning and advisory services to business owners and individual clients. Ideal candidates should have 3-5 years of experience in public accounting, strong communication skills, and a passion for client service. Responsibilities include advising on tax strategies, preparing tax returns, and managing client relationships, all within a collaborative team environment. The position offers a salary range of $95,000 – $130,000 with bonus opportunities.

Qualifications

• CPA or EA with 3-5 years’ experience.
• Proven experience in tax preparation and review (corporate, partnership, individual).
• Strong understanding of tax compliance and strategy.

Responsibilities

• Advise business owners and clients on tax planning strategies.
• Build and manage client relationships as a trusted advisor.
• Prepare and review business and individual tax returns.

Skills

Tax preparation

Client relationship management

Communication skills

Organizational skills

Tax compliance

Education

Bachelor’s degree in Accounting, Finance, or a related field

Job description

Join a collaborative, client-focused team, where people come first, and tax meets strategy! Storen Financial is a fast-growing, family-oriented firm that values collaboration, professional growth, and meaningful client relationships. We offer tax planning and preparation, business solutions, and financial advisory services.

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 3-5 years of public accounting experience who enjoys building client relationships and helping businesses make informed financial decisions.

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.
• 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 3-5 years’ experience
• Proven experience in tax preparation and review (corporate, partnership, individual)
• Strong understanding of tax compliance and strategy
• Excellent communication and organizational skills
• Ability to manage deadlines in a fast-paced environment
• Commitment to integrity, professionalism, and continuous improvement
• Bachelor’s degree in Accounting, Finance, or a related field

WHY WORK WITH US?

At Storen Financial, we combine tax strategies, business solutions, and financial services to help our clients achieve more. We do more than taxes – we help clients build their financial future.

Will report to: Tax Operations Director

Pay:

• $95,000 – $130,000 per year
• Opportunity for bonuses

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. Click here to learn more.

If you have any questions at all about this information, please don\'t hesitate to contact us .
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Storen Legacy Partners, Storen Financial and Simplicity Investments are not affiliated with any of the other referenced entities.