Senior Accountant – Indianapolis, IN

Shift Pursuit; Indianapolis (IN); Hybride; USD 60 000 - 95 000; Plein temps

Résumé du poste

Shift Pursuit in Indianapolis is seeking a Senior Accountant / Tax Senior to join our established professional services team serving individuals, high-net-worth clients, business owners, and closely held businesses. The role involves preparing and reviewing tax returns, tax planning, financial reporting, and providing practical financial guidance to clients.

The ideal candidate has public accounting or tax experience, strong communication skills, and proficiency with Lacerte, CS Professional

Qualifications

• Experience in tax preparation and/or review for individuals and businesses.
• Exposure to high-net-worth individuals and closely held businesses.
• Background in public accounting or related professional environment.
• Strong financial statement and bookkeeping knowledge.
• Ability to communicate clearly with clients on tax matters.
• High attention to detail, analytical ability, and commercial judgment.
• Experience with Lacerte, CS Professional Suite, QuickBooks, or similar software.

Responsabilités

• Prepare and review individual and business tax returns.
• Support clients with tax planning and financial questions.
• Prepare and analyze financial statements and explain the numbers.
• Advise business owners on opportunities and issues with practical guidance.
• Assist with general ledger activity, reconciliations, budgeting, and financial analysis.
• Research tax and accounting matters and develop practical recommendations.
• Build long-term client relationships and provide professional service.

Connaissances

Tax preparation

Tax review

Public accounting

Financial reporting

Client advisory

Analytical thinking

Communication with clients

Outils

Lacerte

CS Professional Suite

QuickBooks

Description du poste

Introduction:

We are seeking a Senior Accountant / Tax Senior to join an established Indianapolis-based professional services team supporting individuals, high-net-worth clients, business owners, and closely held businesses.

The ideal candidate has a background spanning public accounting, tax, financial reporting, client advisory, or broader finance and accounting leadership.

Key Responsibilities:

• Preparing and reviewing individual and business tax returns, with exposure to complex client situations and high-net-worth individuals.
• Supporting clients with tax planning, financial reporting, accounting matters, and day-to-day financial questions.
• Preparing and analyzing financial statements and helping clients understand the story behind their numbers.
• Working with business owners and other high-value clients to identify opportunities, resolve issues, and provide practical financial guidance.
• Supporting accounting functions including general ledger activity, reconciliations, cash management, budgeting, and financial analysis where required.
• Researching tax and accounting matters and assisting with the development of practical recommendations for clients.
• Building long-term client relationships and delivering a responsive, professional service experience.

Requirements:

• Experience in tax preparation and/or review, including individual and business returns.
• Exposure to high-net-worth individuals, business owners, closely held businesses, or complex personal financial matters.
• A background in public accounting, tax, financial services, client accounting, or a related professional environment.
• Strong financial statement, bookkeeping, and/or management accounting knowledge.
• The ability to communicate confidently with clients and explain financial or tax matters clearly.
• Strong attention to detail, analytical ability, and sound commercial judgment.
• Experience with tax and accounting software such as Lacerte, CS Professional Suite, QuickBooks, or similar systems.

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