Tax Manager - Corporate, Trust, and High-Net-Worth Clients
Pay $110,000.00 - $130,000.00 per year Job description Why This Is a Great Opportunity
- Lead the tax function for a growing, entrepreneurial CPA firm with real decision-making authority
- Work on a sophisticated mix of corporate, trust, and high-net-worth individual clients
- Step into a visible leadership track with direct access to partners and firm strategy
- Collaborate closely with integrated wealth management and insurance partners
- Potential for hybrid flexibility in the off season once trust is built with leadership Location
- On-site in Fishers, IN during tax season for collaboration and client service
- Hybrid flexibility may be available during the off season with manager/partner approval
- Located in a fast-growing, family-friendly suburb of Indianapolis with top-rated schools and amenitiesData USA+1 Note
- Active CPA license and strong public accounting tax experience are must-haves
- Must be able to work on site in Fishers, IN during busy season
- Relocation assistance may be considered for strong Tax Manager candidates; details TBD About Our Client Our client is a well-established, growth-focused CPA firm based in Fishers, Indiana. They provide corporate tax, trust and estate, and high-net-worth individual services, and are closely integrated with wealth management and insurance partners. The culture is collaborative, professional, and entrepreneurial, with a leadership team that values process improvement and long-term client relationships.Job Description
- Lead preparation and review of corporate, trust, and individual tax returns
- Manage tax department workflow, deadlines, and staff assignments across in-office and remote team members
- Oversee quarterly filings, year-end planning, and compliance cycles for diverse client entities
- Mentor, train, and supervise tax staff while fostering a culture of quality and accountability
- Drive technology upgrades and process improvements within the tax department
- Partner with firm leadership on strategic growth initiatives and service offerings
- Ensure compliance with federal, state, and local tax regulations
- Maintain high standards of responsiveness and client service for business and high-net-worth clients Qualifications
- Active CPA license
- 5+ years of public accounting experience with strong corporate and trust/individual tax exposure
- Proven experience reviewing complex returns and managing engagements
- Comfortable leading a tax team and improving processes and systems
- Proficiency with common tax and accounting platforms (e.g., UltraTax, QuickBooks or similar)
- Based in or willing to relocate to the Indianapolis metro area Why You'll Love Working Here
- Leadership seat in a mid-sized firm where your ideas will actually be implemented
- Direct collaboration with partners, wealth advisors, and insurance professionals
- Strong pipeline of recurring work with sophisticated clients
- Stable firm with room to grow into a long-term leadership role
- Opportunity to help build out processes, tech stack, and the future direction of the tax practice JPC-507 #LI-SK3 Job Type Full-time Benefits
- Dental insurance
- Life insurance
- Paid time off
- Vision insurance Apply To this Job