CPA or Tax Accountant at Agilityarc TECH Solutions INC. Crawfordsville

Position Summary:

Experienced CPA Cum Business Practice Manager

We are seeking an experienced Tax & Accounting Senior to join our growing public accounting firm serving small to medium-sized businesses and individuals. This role is ideal for a hands‑on professional who can manage tax compliance accounting and payroll functions while working directly with clients and mentoring staff.

The Tax & Accounting Senior will be responsible for overseeing individual and business tax engagements, managing payroll and sales tax compliance, reviewing bookkeeping and trial balances and ensuring accurate and timely client deliverables.

• Prepare and review individual (Form 1040) and business tax returns (Forms 1065)
• Handle multi‑state tax filings as needed
• Identify tax planning opportunities and proactively advise clients
• Research and resolve tax issues, notices and client questions
• Ensure compliance with federal, state and local tax regulations

• Review and manage bookkeeping for small to medium‑sized clients
• Prepare and review trial balances, adjusting journal entries and financial statements
• Ensure accurate month‑end and year‑end close processes
• Work with clients to clean up books and improve accounting processes

• Oversee payroll processing and filings (monthly, quarterly and annual)
• Ensure timely payroll tax deposits and compliance
• Prepare and review sales and use tax filings across jurisdictions
• Resolve payroll and sales tax notices and discrepancies

• Serve as a primary point of contact for assigned clients
• Build strong long‑term client relationships through proactive communication
• Manage multiple client engagements and deadlines simultaneously
• Explain financial and tax concepts clearly to non‑financial clients

• Review work prepared by staff and provide constructive feedback
• Assist in training and mentoring junior staff
• Help improve firm processes, workflows and documentation
• Coordinate with partners on client matters and capacity planning

• Bachelor's degree in Accounting or related field (Master's a plus)
• CPA license preferred and CPA candidate acceptable
• 10 years of experience in public accounting with exposure to both tax and accounting
• Strong experience with individual and business tax returns
• Solid understanding of payroll, sales tax and small business accounting

• Proficiency with accounting software (e.g. Quick Books Online/Desktop)
• Experience with tax preparation software (e.g. Drake Ultra Tax or similar)
• Payroll systems experience (e.g. Quick Books Online/Desktop ADP Paychex or similar)
• Strong Excel skills

• Highly organized with strong attention to detail
• Comfortable managing multiple deadlines
• Client‑focused and service‑oriented mindset
• Strong written and verbal communication skills
• Self‑motivated with the ability to work independently and collaboratively
• Ability to help with practice development

Location:

Crawfordsville, IN