Tax Manager
Salary: $95,000 – $130,000+
Bonus: 10% Annual Performance Bonus
Hybrid
Bonus: 10% Annual Performance Bonus
Hybrid
Why This Opportunity Stands Out:
Our client is seeking a Tax Manager to join a growing financial services and wealth management organization in the Indianapolis area. This opportunity offers the best of both worlds: the resources and stability of a larger organization combined with the close-knit environment of a small, client-focused tax team.
Key highlights include:
- Hybrid schedule with 3 days in-office and 2 days remote outside of tax season.
- 4 weeks of PTO plus 11 paid holidays.
- 4% 401(k) match.
- Comprehensive benefits including multiple medical plan options, dental, vision, and pet insurance.
- Opportunity to work directly with high-net-worth individuals and partner closely with wealth advisors.
- Leadership role overseeing tax associates and helping support a growing client base following recent acquisitions.
- Strong visibility with leadership and the chance to make an immediate impact in a growing practice.
Key Responsibilities for the Tax Manager:
- Prepare and review federal and state income tax returns for individuals, partnerships, S-Corporations, corporations, and trusts.
- Serve as a trusted advisor to high-net-worth clients, providing exceptional client service and tax guidance.
- Mentor and support tax associates while helping maintain quality and efficiency throughout the tax process.
- Collaborate with wealth advisors and internal stakeholders to deliver comprehensive financial solutions.
- Manage deadlines and client deliverables throughout tax season while maintaining compliance with federal and state regulations.
Qualifications for the Tax Manager:
- CPA required.
- Bachelor’s degree in Accounting, Finance, or related field and 5+ years of tax preparation experience.
- Experience preparing complex individual, partnership, S-Corp, corporate, and trust tax returns, along with strong client-facing communication skills.