Senior Tax Associate

ReVi Financial Services; Indianapolis (IN); On-site; USD 80,000 - 110,000; Full time

Job summary

ReVi Financial Services in Indianapolis, IN is seeking a Senior Tax Associate to prepare returns and support tax planning for individuals, businesses, and nonprofits. You will ensure accuracy of financial records and keep engagements on schedule from intake to filing, while contributing to broader tax and advisory projects.

You will work with firm leadership, train staff on tax processes, and help deliver high-quality client service in a collaborative, values-driven environment that emphasizes

Qualifications

• Minimum 3 years of tax preparation experience including business, individual, and review work.
• CPA license, CPA candidacy, or EA designation preferred.
• Working knowledge of nonprofit taxation (Form 990) and small business compliance.

Responsibilities

• Prepare federal, state, and local tax returns for individuals, businesses, and nonprofits.
• Provide proactive tax planning, projections, and strategic advisory support.
• Research tax issues and present findings to firm leadership.
• Train and support staff on tax processes and compliance.
• Maintain and organize client files, reconciling records and tracking deadlines.
• Collaborate with leadership to align tax work with advisory deliverables.

Skills

Taxation knowledge

Communication skills

Independent work

Organizational skills

Client relations

Education

Bachelor’s degree in Accounting or related field

CPA license or EA designation preferred

Tools

TaxAct

Drake

UltraTax

Monday.com

Double

QuickBooks

Microsoft Office

Job description

ReVi Financial Services is a full-service CPA firm based in Indianapolis, IN, rooted in both

expertise and values, serving the accounting, tax, and consulting needs of businesses,

individuals, and nonprofits. Our name, derived from "revive," reflects our mission: to work

closely with each client to understand their goals and help them thrive and reach their

maximum potential. At ReVi, faith and commitment go hand in hand, fueling results that

ripple throughout the community, and our culture celebrates expression, humility, and

compassion, creating an environment where both clients and team members thrive. Our

seasoned leadership brings deep experience across managerial accounting, CFO services,

process improvement, and tax strategy, and has guided ReVi in serving a diverse client

base across industries, generating over $70 million in combined revenue.

Job Description

The Senior Tax Associate will prepare tax returns and support tax compliance and planning

engagements for individuals, businesses, and nonprofits, serving as a key member of our

tax team and working directly with firm leadership. Success in this role requires ensuring that

underlying financial records are accurate and complete and keeping assigned engagements

on schedule from document intake through filing. In addition to tax work, the Senior Tax

Associate may assist with select accounting, reporting, or advisory projects where capacity

and expertise align. This position is designed to be both a hands-on technical tax resource

and an integrated contributor to the overall quality and efficiency of client engagements, with

room to grow as the tax practice expands.

General Responsibilities

• Prepare federal, state, and local tax returns (Forms 1040, 1120, 1120S, 1065, 1041, 990, etc.) and perform first-level review of staff work.
• Provide proactive tax planning, projections, and strategic advisory support for individuals, small businesses, and nonprofits.
• Research tax issues and present findings and recommendations to firm leadership.
• Train and support staff associates and team members on tax processes and compliance.
• Prepare workpapers and supporting schedules, reconciling client financial records to ensure accuracy.
• Keep assigned engagements on schedule, accurate, and in line with firm standards.
• Draft responses to IRS and state/local agency notices.
• Build and maintain strong relationships with clients, ensuring satisfaction and trust.
• Respond to client emails within 36 hours and provide consistent communication.
• Attend events for the company and for clients to strengthen community and business ties.
• Support the firm’s integrated model by aligning tax work with managerial accounting and advisory deliverables.
• May contribute to non-tax client engagements, including bookkeeping, accounting, reporting, or CFO services.
• Maintain and organize client files and engagement records.
• Track deadlines on the tax calendar (extensions, estimated payments, filing due dates).
• Coordinate onboarding of new tax clients, including gathering documents and setting up files.
• Assist with billing, invoice tracking, or time entry as needed.
• Support scheduling and preparation for client meetings.
• Contribute industry updates and tax insights for client newsletters and social media content.
• Follow and help improve SOPs and checklists for tax workflows.
• Use and suggest improvements to client templates for document requests, deadlines, and other tax-related correspondence.

Skills And Attributes for Success

• Detail-oriented with a strong technical foundation in individual, business, and nonprofit taxation.
• Excellent written and verbal communication skills.
• Ability to work independently on assigned engagements.
• Highly organized with time and task management abilities.
• Ability to build and maintain positive client relationships.
• Proficiency with tax software (TaxAct, Drake, UltraTax, or similar), project management tools (Monday.com), bookkeeping platforms (Double), QuickBooks, and Microsoft Office.
• Ability to effectively manage multiple priorities in a fast-paced environment, especially during tax season.
• Eagerness to learn and grow with the firm.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum 3 years of tax preparation experience, including business, individual, and review work.
• CPA license, CPA candidacy, or EA (Enrolled Agent) designation preferred.
• Working knowledge of nonprofit taxation (Form 990) and small business compliance.
• Public accounting experience preferred.

Why Work Here

ReVi provides diverse finance consulting experiences and challenges; however, the pillar ReVi builds upon is being a sanctuary for ingenuity, creation, and self-expression. We are receptive and find ways to implement your ideas and acknowledge your efforts. There’s a genuineness and openness here. We understand the corporation is for the expansion of the people.

What We Look For

ReVi is seeking a highly motivated and organized tax professional ready to grow with our team. This role requires a balance of technical expertise, client relationship skills, and a passion for helping organizations succeed and thrive. The Senior Tax Associate position offers a combination of in-office and remote work environments, with occasional travel requirements. ReVi's office is located in Indianapolis, IN.

ReVi is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.