OPPORTUNITY OVERVIEW
Agresta, Storms & O'Leary, PC (ASO) is a full-service CPA firm with offices across central and southern Indiana and approximately 40 full-time professionals. The firm provides assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base that includes closely held and entrepreneurial businesses, nonprofits, government-regulated entities, manufacturers, construction firms, service organizations, and individuals. ASO is adding a Senior Tax Associate to its growing team. This role is built for tax professionals who are ready to own preparation end-to-end, take on more complex work, and begin mentoring less experienced staff as a step toward Supervisor and Manager responsibilities.
WORK ARRANGEMENT
This role is primarily in-office, with hybrid flexibility based on experience and performance. The firm's leadership values a collaborative, in-person culture while recognizing that strong performers benefit from the latitude to manage their schedules around client needs and personal commitments. This role can sit out of any one of the 6 offices.
KEY RESPONSIBILITIES
โข Prepare complex federal and state tax returns for individuals, corporations, partnerships, trusts, and nonprofit organizations with limited supervision
โข Perform first-level review of returns prepared by Associates, providing constructive feedback and helping develop technical skills
โข Identify tax planning opportunities and surface them to managers and partners for client discussion
โข Conduct tax research on moderate to complex issues and prepare clear written memos summarizing findings and recommendations
โข Serve as a day-to-day client contact on assigned engagements, handling document requests, status updates, and routine technical questions
โข Review accounting data and financial statements to identify issues that affect tax positions
โข Help train and onboard Associates and interns, sharing knowledge of firm systems, workpaper standards, and quality expectations
โข Stay current on federal and state legislative changes and apply updates to client work
โข Support managers and partners on planning projects, special engagements, and process improvement initiatives
REQUIRED QUALIFICATIONS
โข Bachelor's degree in Accounting or a closely related field
โข 3-5 years of public accounting experience with substantive tax preparation work
โข CPA license or active progress toward licensure (passed or in process)
โข Strong technical foundation across individual and business tax, with the ability to handle returns of moderate complexity independently
โข Demonstrated ability to manage time across multiple concurrent engagements
โข Solid client-facing communication skills and comfort interacting with clients directly
โข Attention to detail, ownership mentality, and a track record of delivering quality work on deadline
PREFERRED QUALIFICATIONS
โข Active CPA license
โข Experience with CCH tax software environment (or demonstrated ability to learn new platforms quickly)
โข Exposure to partnership, S-corp, or trust taxation at meaningful complexity
โข Experience mentoring, training, or reviewing the work of junior staff
โข Familiarity with advisory or planning work beyond compliance
WHAT ASO OFFERS
โข A clear progression path toward Supervisor, Manager, and beyond, with leadership actively invested in your development
โข Increasing autonomy and ownership as trust is established, including direct client interaction and review responsibilities
โข Meaningful exposure to complex work across a diverse industry mix rather than narrow specialization too early
โข CPA exam support for candidates still completing licensure
โข A trust-based, output-driven culture where leadership measures results, not keystrokes
โข Hybrid work schedule with a flexible offseason schedule
โข Dress for Your Day policy
โข Competitive PTO package plus holidays, with additional time off negotiable outside of busy season
โข Health and dental insurance
โข Employer 401(k) match
โข Performance-based bonus opportunity
โข A collaborative, family-friendly environment that values work-life balance without sacrificing professional standards
COMPENSATION & HOURS
Compensation is commensurate with experience, qualifications, and the value the candidate brings to the practice. The firm offers a competitive base salary, performance-based bonus structure, employer 401(k) match, and comprehensive benefits. Full details will be discussed during the interview process.
Expected hours include a 50 to 60-hour work week during busy season, with a flexible schedule during the offseason.
ABOUT ASO
Agresta, Storms & O'Leary, PC is a full-service CPA firm with offices in Batesville, Columbus, Greensburg, Indianapolis, Martinsville, and Seymour, Indiana. Founded in 2009, the firm was built by partners with backgrounds spanning national CPA firms, regional practices, and corporate finance, all united by a common goal: combining superior professionals and leading-edge technology to deliver exceptional client service.
ASO serves a diverse client base across closely held and entrepreneurial businesses, nonprofits, government-regulated entities (including HUD and Uniform Guidance), manufacturing, construction, wholesale and distribution, service organizations, employee benefit plans, and individuals. The firm's core service lines include assurance, tax, business consulting, and entrepreneurial accounting services, including CFO services, M&A assistance, and cost management consulting.
Guided by its commitment to quality, service, and ethics, ASO is a customer-centric firm that values long-term relationships, professionalism, and continuous improvement. The firm is equally dedicated to its associates, fostering a culture where employees feel valued, challenged, and rewarded.
At ASO, we believe great work happens when people feel welcomed, respected, and supported. We value diverse backgrounds and perspectives and encourage everyone to show up as their authentic selves.
Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.
To all staffing agencies: ASO does not utilize 3rd party firms for positions. Please be advised, ASO is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become property of ASO & Windsor Path.