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. EB-9140025941