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. Experience preparing complex individual, partnership, S-Corp, corporate, and trust tax returns, along with strong client-facing communication skills.

Tax Manager

Salary: $95,000 - $130,000+
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:

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• Hybrid schedule with 3 days in-office and 2 days remote outside of tax season.
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• 4 weeks of PTO plus 11 paid holidays.
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• 4% 401(k) match.
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• Comprehensive benefits including multiple medical plan options, dental, vision, and pet insurance.
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• Opportunity to work directly with high-net-worth individuals and partner closely with wealth advisors.
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• Leadership role overseeing tax associates and helping support a growing client base following recent acquisitions.
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• Strong visibility with leadership and the chance to make an immediate impact in a growing practice.
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Key Responsibilities for the Tax Manager:

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• Prepare and review federal and state income tax returns for individuals, partnerships, S-Corporations, corporations, and trusts.
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• Serve as a trusted advisor to high-net-worth clients, providing exceptional client service and tax guidance.
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• Mentor and support tax associates while helping maintain quality and efficiency throughout the tax process.
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• Collaborate with wealth advisors and internal stakeholders to deliver comprehensive financial solutions.
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• Manage deadlines and client deliverables throughout tax season while maintaining compliance with federal and state regulations.
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Qualifications for the Tax Manager:

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• CPA required.
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• Bachelor's degree in Accounting, Finance, or related field and 5+ years of tax preparation experience.
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• Experience preparing complex individual, partnership, S-Corp, corporate, and trust tax returns, along with strong client-facing communication skills.
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