Tax Advisor / Client Relationship Manager

Where Great Work Meets a Great Life

Location: Monticello or Logansport, IN (flexible hybrid schedule)

Compensation: Base + annual performance bonus + full benefits (medical, dental, vision, 401(k) match, life & disability insurance)

Make a Difference Beyond the Numbers

At Baker Milligan, our mission goes far beyond filing returns -- we partner with business owners and families to help them grow with confidence. We're a tight-knit team that values integrity, collaboration, and the kind of service that makes clients feel supported year-round.

We're looking for a Tax Advisor / Client Relationship Manager who's ready to take ownership of their client relationships and make an impact in a firm that believes in balance, not burnout.

What You'll Do

• Manage and advise a portfolio of small business, partnership, and individual clients
• Prepare and review federal and state tax returns (individual, partnership, and corporate)
• Deliver thoughtful, proactive tax planning throughout the year
• Serve as a trusted advisor and point of contact for clients
• Collaborate closely with a supportive team that celebrates shared success

Why This Role Stands Out

Balanced Workload - Sustainable pace (around 1,800 hours annually) with flexibility built in.

Meaningful Relationships - You'll actually get to know your clients -- not just their tax IDs.

Professional Growth - A clear path toward manager-level responsibility and leadership.

Rooted & Reliable - A well-established firm with strong community connections and values.

What You Bring

• 3+ years of public accounting or tax experience (CPA or EA preferred)
• Strong background in preparing and reviewing business and individual returns
• Excellent communication and relationship-building skills
• A desire to grow your career while maintaining a healthy work-life balance

The Perks

• Base salary + bonus
• Up to $25,000 in annual incentives
• Comprehensive benefits: health, dental, vision, and 4% 401(k) match
• Generous PTO, paid CPE, and full short/long-term disability coverage
• A culture that respects your time, values your input, and celebrates your success

Ready to Love Tax Season Again?

If you're looking for a firm that values relationships as much as results -- and clients who genuinely appreciate your guidance -- let's connect.

Apply today and discover what it feels like to do meaningful work with a team that truly cares.