We are looking for an accomplished leader to guide our LaGrange, Indiana practice and serve as a trusted adviser to privately held and multigenerational businesses. This role offers the opportunity to step into an established client base, provide high-level tax and financial guidance, and influence the future direction of the office. The Managing Director will combine strong relationship management with strategic leadership, helping expand advisory services while encouraging thoughtful use of technology and automation across the practice.

Responsibilities:

• Lead the office's most significant client relationships, serving as a senior adviser to business owners and family enterprises.
• Deliver strategic guidance on tax planning, financial matters, ownership transitions, entity decisions, and broader business challenges throughout the year.
• Review complex client situations and provide experienced judgment on advanced business and individual engagements while delegating routine preparation work appropriately.
• Direct decisions related to pricing, client fit, service offerings, and long-term growth opportunities within the market.
• Mentor and develop team members to strengthen leadership capacity and prepare future client-facing leaders.
• Encourage modernization of research, onboarding, workflow management, review processes, and advisory delivery through practical use of AI and automation.
• Partner with internal tax production and operational support teams to maintain high-quality service and efficient execution.
• Represent the practice in the local market by building trust-based relationships and identifying opportunities for continued expansion.