Hybrid - Indianapolis, IN

Position Summary

We are seeking a highly motivated and experienced accountant to join our growing team. This role will focus on accounting functions such as bookkeeping, payroll, tax strategy, tax preparation and CFO advisory services for privately held businesses. The ideal candidate is detail-oriented, proactive, and passionate about serving high-performing entrepreneurs. This is a client-facing, high-impact role where your work will contribute to helping clients build, protect and transfer wealth through meticulous financial accuracy and strategic planning.

About Blend Wealth

We are a fast-growing accounting and wealth management firm that serves business owners nationwide. Our mission is to help business owners achieve their business and personal goals. We do this by managing their entire financial life. We truly serve as our client’s business CFO and personal CFO. Our core values are the backbone of our business and guide our hiring process. We are people-centric, self-motivated, fast, continuous learners and obsessed with what we do. 

Key Responsibilities

• Accounting

• Oversee completion of accurate and timely bookkeeping for business clients.

• Prepare journal entries and account reconciliations.

• Reconcile bank, credit card and loan accounts monthly.

• Review general ledger for accuracy and completeness.

• Assist with running payroll.

• Tax Strategy

• Identify and implement tax planning opportunities.

• Support clients with quarterly estimated tax calculations and projections.

• Collaborate with our financial planning and CFO advisory team to deliver integrated advice.

• Tax Preparation

• Prepare and review individual, S Corp and partnership tax returns (Federal & State).

• Identify and communicate tax planning opportunities after reviewing a tax return.

• Client Service

• Develop and maintain client relationships, acting as a key point of contact for accounting and tax matters.

• Assist with onboarding new clients and transitioning historical records.

• Help with bookkeeping clean up when needed.

• Look for ways to add more value to the client.

• Respond to all client and team communications within 24 hours.

• Professional Development

• Stay up to date on tax law changes and proactively share insights with the team.

• Maintain your CPA or EA designation in good standing.

• Work closely with the Blend Wealth leadership team to support strategic initiatives and improve internal processes.

   

Competencies

• Deep understanding of accounting principles.

• Proficiency with tax prep and planning software (Bonus:  ProConnect experience).

• Extreme attention to detail and thorough follow-up.

• A proactive, problem-solving mindset with a high degree of personal accountability.

• Self-motivated and capable of completing work independently without constant oversight.

• High level of written and oral communication skills.

• Commitment to delivering a top-tier client experience.

• Motivated to optimize efficiency and drive continuous operational improvements.

• Comfortable balancing strategic thinking with day-to-day execution.

• Able to manage multiple projects with varying deadlines.

   

Education and Experience

• Bachelor’s Degree in Accounting, Finance Business, or related area of study, or equivalent business experience.

• Minimum of 5+ years of experience in accounting or advisory.

• CPA or EA designation is required.

• Experience using Quickbooks Online and/or Xero, payroll software, tax software and Excel.

• Experience working with high net worth families and/or business owners.

   

Compensation Range

• $75,000-$125,000 per year + discretionary profit distributions

   

Benefits

• Hybrid with work from home flexibility.

• Remote work setup (PC, Additional Monitor, Docking Station).

• Take sick days as needed.

• 20 days paid time off + holidays.

• Future benefits expected in 2026

• Health reimbursement arrangement (HRA)

• Safe Harbor 401k Plan 

   

Location

• Indianapolis, IN

Why Blend Wealth?

• Career growth opportunities - you have the opportunity to be employee #6 at a growing firm and work directly with leadership.

• Transparent company - we operate with openness and honesty in all aspects of the business.

• Extreme ownership - you’ll get real responsibility and solve real problems that make a real impact.

• Biblical principles - we are a Christian-owned firm.

• Education-first mindset - we take an educational approach with our clients and with our team. We invest in our people and you’ll learn a lot.

• A-Player team - you’ll work with people who push you to be better.

Core Values

1) People Centric

We believe that every person is valued and worthy of respect. Our goal is to uplift and serve others wholeheartedly, knowing that the strength of our business is rooted in the people we serve and the impact we make together.

2) Self-motivated

High achievers value their work and don’t need constant oversight to perform at their best. Our team is built on trust and flexibility, which attracts individuals who set ambitious goals, take responsibility and deliver consistently. This autonomy encourages innovation and personal ownership, driving meaningful contributions for everyone.

3) Speed

Speed is our superpower. We understand that timely responses can be a game-changer for our clients, so we act quickly and purposefully. Timely, reliable support empowers our clients to make confident decisions, knowing we’re always there to keep pace with their needs.

4) Continuous Learner

We encourage a culture of learning that enriches personal and professional development. Every team member is empowered to expand their knowledge and skills, embracing challenges as opportunities to learn and improve. We foster an environment where ideas are freely shared, and thinking bigger is encouraged, knowing that innovation flourishes when we learn and grow together.

5) Obsessed

We approach our work with an unwavering dedication to every detail of our service offering. Being 'obsessed' means we are fully invested in achieving excellence and delivering impactful results. By deeply care about the work we do for our clients, and striving to provide extraordinary value. Our team’s commitment to going above and beyond reflects our genuine enthusiasm for making a difference in the lives of our clients.

Next Steps

If this position caught your eye, send us your resume!

For best consideration, include the job title and source where you found this position in the subject line of your email to alexis@blendwealth.com