Senior Tax Accountant

ACT Services; Indiana; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, dental, vision, and life ins.

401(k) with employer match

Quarterly bonus opportunity

Hybrid work arrangement

Paid continuing education

Office with private space

Job summary

ACT Services in Indianapolis, IN is seeking an experienced tax professional to prepare complex federal and state tax returns for individuals, entities, and nonprofits. The role includes reviewing workpapers, advising on tax positions, and guiding staff, with opportunities in tax planning and client representation.

The position offers a hybrid schedule in the local area, a 36-hour workweek outside tax season with half-day Fridays, generous benefits, and a collaborative environment focused on

Qualifications

• Bachelor's degree in accounting or related field.
• 7–10 years of tax experience in a public accounting or tax practice.
• Active CPA or Enrolled Agent credential.
• Experience reviewing tax returns and guiding staff.
• Strong knowledge of federal taxation and state filings.
• Experience with IRS/state tax resolution and client representation.
• Ability to manage priorities independently while collaborating in a team.

Responsibilities

• Prepare complex federal and state tax returns for individuals, S corp, partnerships, and C corp.
• Review returns and workpapers, provide feedback.
• Evaluate financial statements, reconcile workpapers, and prepare book-to-tax adjustments.
• Support tax planning through projections and estimated tax calculations.
• Research tax questions and document conclusions clearly.
• Communicate with clients to gather information and explain results.
• Handle tax resolution matters with notices and payment arrangements.
• Coordinate with CAAS team on affected tax positions.
• Manage multiple engagements and deadlines, track progress in Canopy.
• Mentor staff to improve tax processes and quality.

Skills

Federal tax knowledge

Client communication

Prioritization & teamwork

Attention to detail

Research skills

Education

Bachelor's degree in accounting

Tools

UltraTax Professional

QuickBooks

Excel

Canopy

Job description

Responsibilities

• Prepare complex federal and state income tax returns for individuals, S corporations, partnerships, and C corporations, with trust, estate, and nonprofit engagements as experience allows.
• Review returns and supporting workpapers prepared by other team members, identify issues, and provide clear, constructive feedback.
• Evaluate financial statements, reconcile tax workpapers, prepare book-to-tax adjustments, and resolve missing or inconsistent information.
• Support tax planning through projections, estimated tax calculations, and analysis of potential strategies for individuals and business owners.
• Research tax questions and document conclusions clearly, identifying issues that require Tax Manager input.
• Communicate directly with clients to gather information, explain results, answer questions, and keep engagements moving.
• Handle federal and state tax resolution matters, including responding to notices, communicating with tax authorities, evaluating payment arrangements and penalty relief, and supporting clients through examinations and collection issues.
• Coordinate with our CAAS team when accounting records, business changes, or planning opportunities affect a client's tax position.
• Manage multiple engagements and deadlines, track progress in Canopy, and communicate workload concerns early.
• Mentor staff and help improve the consistency, efficiency, and quality of our tax processes.
• Protect confidential client information and follow firm quality and security procedures.

Skills

• Bachelor's degree in accounting or a related field.
• At least 7 - 10 years of tax experience, including substantial individual and business return preparation in a public accounting or tax practice.
• Active CPA license or Enrolled Agent (EA) credential.
• Experience reviewing tax returns and workpapers and guiding less experienced staff.
• Strong knowledge of federal taxation and experience with state tax filings.
• Demonstrated experience and working knowledge in federal and state tax resolution, including IRS and state tax agency procedures, notice responses, payment arrangements, penalty relief, and client representation.
• Sound judgment, attention to detail, and the ability to research unfamiliar issues.
• Clear communication skills and confidence working directly with clients.
• Ability to manage priorities independently while collaborating with a team.
• Comfort using UltraTax professional tax software, QuickBooks, Excel, Canopy and other digital workflow tools.
• Experience with multistate returns, trusts and estates, nonprofit returns is a plus.

WHY A.C.T.?

This role offers the opportunity to work directly with clients, apply your judgment to meaningful tax questions, and contribute to a team that values learning, relationships, and follow-through. You will also collaborate with accounting and advisory professionals to see the broader picture of a client's business.

Our benefits and work environment include:

• Health, dental, vision, and life insurance.
• 401(k) with employer match.
• Quarterly bonus opportunity.
• A 36-hour workweek with half-day Fridays outside of tax season, subject to deadline and project needs.
• Paid holidays.
• Paid continuing education.
• Paid professional society membership dues.
• Quarterly team outings and fun events outside the office.
• A private office for focused work.
• A supportive culture with open communication and collaboration.
• A hybrid work arrangement for local candidates.

SCHEDULE AND LOCATION

The schedule is Monday through Friday. Outside of tax season, employees generally work 36 hours per week, including half-day Fridays. Client deadlines and project demands may require a full Friday or additional hours when needed. During tax season, the standard workweek is 40 hours, with increased hours required during peak periods.

Candidates must live in the Indianapolis or surrounding counties and be able to work regularly at our office. This is a local hybrid position and is not available as a fully remote role.

Benefits

• 401(k)
• 401(k) matching
• Bereavement leave
• Cell phone reimbursement
• Continuing education credits
• Dental insurance
• Dependent health insurance coverage
• Disability insurance
• Flexible schedule
• Food provided
• Health insurance
• License reimbursement
• Life insurance
• Mileage reimbursement
• Opportunities for advancement
• Paid sick time
• Paid time off
• Referral program
• Retirement plan
• Vision insurance
• Work from home

Education

• Bachelor's (Preferred)

Experience

• Tax Preparation: 7 years (Required)