Tax Manager

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

• Lead impactful client engagements that blend technical expertise, strategic planning, and relationship management.
• Partner directly with entrepreneurial companies across a variety of industries, influencing key business decisions and long-term tax strategies
• Review complex federal, state, and local tax returns while maintaining a strong focus on quality, accuracy, and technical excellence.
• Research and analyze intricate tax issues, developing practical recommendations and communicating findings clearly to clients and internal stakeholders.
• Build and strengthen client relationships through regular communication, strategic guidance, and a commitment to delivering value beyond compliance.
• Identify tax-saving opportunities, risk areas, and process improvements that help clients maximize efficiency and minimize exposure.
• Collaborate with professionals across tax, audit, advisory, and consulting teams to deliver comprehensive solutions for clients.
• Mentor, coach, and develop tax professionals by providing technical guidance, performance feedback, and career development support.
• Participate in business development initiatives, including networking, proposal development, and identifying opportunities to expand client relationships.
• Stay current on evolving tax legislation, regulatory developments, and industry trends, translating changes into actionable insights for clients and teams.
• Manage engagement budgets, timelines, and staffing to ensure efficient execution and profitability.
• Contribute to a positive, collaborative culture that promotes innovation, continuous learning, and professional growth.
• Support Indianapolis market growth initiatives by developing relationships within the local business community and serving as an ambassador for the firm.
• Leverage technology and process improvements to enhance the client experience and drive operational excellence.
• Play a key role in shaping the future of the practice through leadership, strategic thinking, and a passion for delivering outstanding results.

Requirements

• Bachelor's degree
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

Core Competencies

Demonstrates expertise in tax strategy development, client relationship management, and team leadership, with a strong focus on delivering value and operational excellence. Proficient in navigating complex tax regulations and providing actionable insights to clients.

Highest-signal resume keywords

• Active CPA Certification
• Client Engagement Management
• Tax Strategy Development
• Supervisory Experience
• Tax Return Review

ATS Optimization Keywords

Hard Skills

• Tax Research
• Tax Compliance
• Federal Tax Returns
• State Tax Returns
• Local Tax Returns
• Tax-Saving Opportunities
• Process Improvement
• Budget Management
• Regulatory Knowledge
• Technical Excellence

Soft Skills

• Relationship Management
• Communication Skills
• Mentoring
• Strategic Thinking
• Collaboration

Certifications & Qualifications

• CPA Certification
• Bachelor's Degree

Industry Keywords

• Public Accounting
• Tax Legislation
• Business Development
• Client Solutions
• Entrepreneurial Companies

Tools & Technologies

• Tax Software
• Data Analysis Tools
• Client Management Systems
• Collaboration Platforms
• Operational Excellence Tools