Strategic Tax Leader & Client Engagement Partner

Jobtailor; Indianapolis (IN); On-site; USD 110,000 - 160,000; Full time

Job summary

Jobtailor in Indianapolis seeks a seasoned tax professional to lead complex client engagements, guiding entrepreneurial clients through strategic tax planning and compliance. You will review federal, state, and local returns, develop practical recommendations, and mentor junior staff.

The role emphasizes relationship management, business development, and staying current with tax legislation to drive value and project success.

Qualifications

• Bachelor's degree required.
• Active CPA certification required.
• 5 years of experience in public accounting or related field.
• 3 years supervisory experience.
• Must be able to travel based on client and business needs.
• Proficient use of applicable technology.

Responsibilities

• Lead impactful client engagements blending technical expertise, strategic planning, and relationship management.
• Partner directly with entrepreneurial companies across industries, influencing key business decisions and tax strategies.
• Review complex federal, state, and local tax returns with focus on quality and technical excellence.
• Research and analyze intricate tax issues, developing practical recommendations and communicating findings.
• Build and strengthen client relationships through regular communication and strategic guidance.
• Identify tax-saving opportunities, risk areas, and process improvements for efficiency.
• Collaborate with tax, audit, advisory, and consulting teams to deliver comprehensive solutions.
• Mentor, coach, and develop tax professionals with technical guidance and feedback.
• Participate in business development—networking, proposals, and identifying opportunities.
• Stay current on evolving tax legislation and translate changes into actionable insights.
• Manage engagement budgets, timelines, and staffing for efficient execution.
• Contribute to a positive culture that promotes innovation and professional growth.

Skills

Client Engagement Management

Tax Strategy Development

Supervisory Experience

Tax Return Review

Relationship Management

Education

Bachelor's degree

Tools

Tax Software

Data Analysis Tools

Client Management Systems

Collaboration Platforms

Operational Excellence Tools

Job description

Jobtailor in Indianapolis seeks a seasoned tax professional to lead complex client engagements, guiding entrepreneurial clients through strategic tax planning and compliance. You will review federal, state, and local returns, develop practical recommendations, and mentor junior staff.

The role emphasizes relationship management, business development, and staying current with tax legislation to drive value and project success.