Job Description
About the Firm
\n
ReVi Financial Services is a full-service CPA firm based in Indianapolis, IN, rooted in both
\n
expertise and values, serving the accounting, tax, and consulting needs of businesses,
\n
individuals, and nonprofits. Our name, derived from "revive," reflects our mission: to work
\n
closely with each client to understand their goals and help them thrive and reach their
\n
maximum potential. At ReVi, faith and commitment go hand in hand, fueling results that
\n
ripple throughout the community, and our culture celebrates expression, humility, and
\n
compassion, creating an environment where both clients and team members thrive. Our
\n
seasoned leadership brings deep experience across managerial accounting, CFO services,
\n
process improvement, and tax strategy, and has guided ReVi in serving a diverse client
\n
base across industries, generating over $70 million in combined revenue.
\n
\n
Job Description
\n
The Senior Tax Associate will prepare tax returns and support tax compliance and planning
\n
engagements for individuals, businesses, and nonprofits, serving as a key member of our
\n
tax team and working directly with firm leadership. Success in this role requires ensuring that
\n
underlying financial records are accurate and complete and keeping assigned engagements
\n
on schedule from document intake through filing. In addition to tax work, the Senior Tax
\n
Associate may assist with select accounting, reporting, or advisory projects where capacity
\n
and expertise align. This position is designed to be both a hands-on technical tax resource
\n
and an integrated contributor to the overall quality and efficiency of client engagements, with
\n
room to grow as the tax practice expands.
\n
\n
General Responsibilities:
\n
● Prepare federal, state, and local tax returns (Forms 1040, 1120, 1120S, 1065, 1041,
\n
990, etc.) and perform first-level review of staff work.
\n
● Provide proactive tax planning, projections, and strategic advisory support for
\n
individuals, small businesses, and nonprofits.
\n
● Research tax issues and present findings and recommendations to firm leadership.
\n
● Train and support staff associates and team members on tax processes and
\n
compliance.
\n
● Prepare workpapers and supporting schedules, reconciling client financial records to
\n
ensure accuracy.
\n
● Keep assigned engagements on schedule, accurate, and in line with firm standards.
\n
● Draft responses to IRS and state/local agency notices.
\n
● Build and maintain strong relationships with clients, ensuring satisfaction and trust.
\n
● Respond to client emails within 36 hours and provide consistent communication.
\n
● Attend events for the company and for clients to strengthen community and business
\n
ties.
\n
● Support the firm’s integrated model by aligning tax work with managerial accounting
\n
and advisory deliverables.
\n
● May contribute to non-tax client engagements, including bookkeeping, accounting,
\n
reporting, or CFO services.
\n
● Maintain and organize client files and engagement records.
\n
● Track deadlines on the tax calendar (extensions, estimated payments, filing due dates).
\n
● Coordinate onboarding of new tax clients, including gathering documents and setting
\n
up files.
\n
● Assist with billing, invoice tracking, or time entry as needed.
\n
● Support scheduling and preparation for client meetings.
\n
● Contribute industry updates and tax insights for client newsletters and social media
\n
content.
\n
● Follow and help improve SOPs and checklists for tax workflows.
\n
● Use and suggest improvements to client templates for document requests, deadlines,
\n
and other tax-related correspondence.
\n
Skills And Attributes for Success
\n
● Detail-oriented with a strong technical foundation in individual, business, and nonprofit
\n
taxation.
\n
● Excellent written and verbal communication skills.
\n
● Ability to work independently on assigned engagements.
\n
● Highly organized with time and task management abilities.
\n
● Ability to build and maintain positive client relationships.
\n
● Proficiency with tax software (TaxAct, Drake, UltraTax, or similar), project management
\n
tools (Monday.com), bookkeeping platforms (Double), QuickBooks, and Microsoft
\n
Office.
\n
● Ability to effectively manage multiple priorities in a fast-paced environment, especially
\n
during tax season.
\n
● Eagerness to learn and grow with the firm.
\n
Qualifications
\n
● Bachelor’s degree in Accounting, Finance, or related field.
\n
● Minimum 3 years of tax preparation experience, including business, individual, and
\n
review work.
\n
● CPA license, CPA candidacy, or EA (Enrolled Agent) designation preferred.
\n
● Working knowledge of nonprofit taxation (Form 990) and small business compliance.
\n
● Public accounting experience preferred.
\n
\n
Why Work Here
\n
ReVi provides diverse finance consulting experiences and challenges; however, the pillar
\n
ReVi builds upon is being a sanctuary for ingenuity, creation, and self-expression. We are
\n
receptive and find ways to implement your ideas and acknowledge your efforts. There’s a
\n
genuineness and openness here. We understand the corporation is for the expansion of the
\n
people.
\n
\n
What We Look For
\n
ReVi is seeking a highly motivated and organized tax professional ready to grow with our
\n
team. This role requires a balance of technical expertise, client relationship skills, and a
\n
passion for helping organizations succeed and thrive. The Senior Tax Associate position
\n
offers a combination of in-office and remote work environments, with occasional travel
\n
requirements. ReVi's office is located in Indianapolis, IN.
\n
ReVi is an equal opportunity employer. All aspects of employment, including the decision to
\n
hire, promote, discipline, or discharge, will be based on merit, competence, performance,
\n
and business needs. We do not discriminate based on race, color, religion, marital status,
\n
age, national origin, ancestry, physical or mental disability, medical condition, pregnancy,
\n
genetic information, gender, sexual orientation, gender identity or expression, veteran
\n
status, or any other status protected under federal, state, or local law.