Tax Manager

Agresta, Storms & O'Leary PC; Indianapolis (IN); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health and dental insurance

Hybrid work schedule

Dress for Your Day

Competitive PTO + holidays

Performance-based bonus

Job summary

Agresta, Storms & O’Leary, PC (ASO) is a full-service CPA firm with offices across central and southern Indiana. The firm seeks a senior tax professional to manage diverse engagements for individuals, corporations, partnerships, trusts, and nonprofits.

The role emphasizes accuracy, client service, and mentoring a small team. The position is primarily in-office with hybrid flexibility; you will review returns, mentor staff, and collaborate with leadership to maintain ASO’s reputation for

Qualifications

• 8+ years of progressive public accounting experience with a broad tax background.
• Strong knowledge across individual, corporate, partnership, trust, and nonprofit tax.
• Demonstrated ability to manage and develop a team.
• Excellent client-facing communication skills with a track record of building relationships.
• Experience at a firm of meaningful scale and complexity.

Responsibilities

• Manage and review tax engagements for individuals, corporations, partnerships, trusts, and nonprofits.
• Serve as final reviewer and signing authority on select tax returns.
• Prepare and review tax returns and supporting client data.
• Review accounting data and financial statements per firm policies and budgets.
• Identify tax savings opportunities and planning strategies.
• Act as primary client contact and build trusted advisor relationships.
• Supervise and mentor 2–3 direct reports.
• Stay current on federal/state tax changes and assess impact.
• Assist team with client mgmt and process improvements.
• Collaborate with leadership on engagement execution and quality.

Skills

Tax expertise

Team leadership

Client relations

Public accounting

Communication

Tools

CCH tax software

Job description

Agresta, Storms & O’Leary, PC (ASO) is a full-service CPA firm with offices across central and southern Indiana and approximately 40 full-time professionals. The firm provides assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base that includes closely held and entrepreneurial businesses, nonprofits, government-regulated entities, manufacturers, construction firms, service organizations, and individuals.

WORK ARRANGEMENT

This role is primarily in-office, with hybrid flexibility based on experience and performance. The firm’s leadership values a collaborative, in-person culture while recognizing that top performers benefit from the latitude to manage their schedules around client needs and personal commitments.

KEY RESPONSIBILITIES

• Manage and review a broad range of tax engagements spanning individuals, corporations, partnerships, trusts, and nonprofit organizations
• Serve as the final reviewer and signing authority on select tax returns, taking ownership of accuracy and completeness prior to filing
• Prepare and review tax returns and supporting client data in accordance with firm policies, procedures, and quality standards
• Review accounting data and financial statements while adhering to budget and engagement guidelines
• Identify and research tax-related questions, including opportunities for tax savings and planning strategies
• Serve as a primary client contact, maintaining direct communication and building trusted advisor relationships
• Supervise, train, and mentor 2–3 direct reports, including senior accountants and less experienced staff
• Stay current on federal and state legislative changes and assess their impact on client engagements
• Assist team members with client management by gathering tax information, researching issues, and recommending business and process improvements
• Collaborate with firm leadership on engagement execution, process improvement, and maintaining the firm’s reputation for technical excellence

REQUIRED QUALIFICATIONS

• 8+ years of progressive public accounting experience with a broad tax background
• Strong technical knowledge across individual, corporate, partnership, trust, and nonprofit tax
• Demonstrated ability to manage and develop a team
• Excellent client-facing communication skills with a track record of building strong relationships
• Prior experience at a firm of meaningful scale and complexity

PREFERRED QUALIFICATIONS

• Experience with CCH tax software environment (or demonstrated ability to learn new platforms quickly)
• Supervisory experience with direct reports in a public accounting setting
• Familiarity with advisory services beyond compliance work

WHAT ASO OFFERS

• A trust-based, output-driven culture where leadership measures results, not keystrokes. Top performers are given real autonomy and flexibility
• Hybrid work schedule with a flexible offseason schedule
• Dress for Your Day policy
• Competitive PTO package plus holidays, with additional time off negotiable outside of busy season
• Health and dental insurance
• Performance-based bonus opportunity
• A collaborative, family-friendly environment that values work-life balance without sacrificing professional standards

COMPENSATION & HOURS

Compensation is commensurate with experience, qualifications, and the value the candidate brings to the practice. The firm offers a competitive base salary, performance-based bonus structure, employer 401(k) match, and comprehensive benefits. Full details will be discussed during the interview process.

Expected hours include a 50 to 60-hour work week during busy season, with a flexible schedule during the offseason.

ABOUT ASO

Agresta, Storms & O’Leary, PC is a full-service CPA firm with offices in Batesville, Columbus, Greensburg, Indianapolis, Martinsville, and Seymour, Indiana. Founded in 2009, the firm was built by partners with backgrounds spanning national CPA firms, regional practices, and corporate finance, all united by a common goal: combining superior professionals and leading-edge technology to deliver exceptional client service.

ASO serves a diverse client base across closely held and entrepreneurial businesses, nonprofits, government-regulated entities (including HUD and Uniform Guidance), manufacturing, construction, wholesale and distribution, service organizations, employee benefit plans, and individuals. The firm’s core service lines include assurance, tax, business consulting, and entrepreneurial accounting services, including CFO services, M&A assistance, and cost management consulting.

Guided by its commitment to quality, service, and ethics, ASO is a customer-centric firm that values long‑term relationships, professionalism, and continuous improvement. The firm is equally dedicated to its associates, fostering a culture where employees feel valued, challenged, and rewarded.

At ASO, we believe great work happens when people feel welcomed, respected, and supported. We value diverse backgrounds and perspectives and encourage everyone to show up as their authentic selves.

Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.