Tax Manager - Corporate, Trust, and High-Net-Worth Clients

Orion Placement; Fishers (IN); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Dental insurance

Life insurance

Paid time off

Vision insurance

Job summary

A growth-focused CPA firm in Fishers, Indiana, is seeking a Tax Manager to lead their tax function. The ideal candidate will manage workflows, prepare and review corporate and individual tax returns, and mentor the tax team. This position offers a stable environment with the potential for hybrid flexibility once trust is established. Candidates must have an active CPA license and over 5 years of public accounting experience. The firm promotes collaboration and values ideas from all team members.

Qualifications

• Active CPA license required.
• 5+ years of public accounting experience with strong tax exposure.
• Proven ability to manage engagements and team effectively.

Responsibilities

• Lead preparation and review of tax returns for various clients.
• Manage tax department workflow and team assignments.
• Mentor and train tax staff for quality assurance.

Skills

Leadership

Tax return preparation and review

Team management

Process improvement

Client service

Technology proficiency

Education

Active CPA license

5+ years of public accounting experience

Tools

UltraTax

QuickBooks

Job description

Overview

Pay: $110,000.00 - $130,000.00 per year

Why This Is a Great Opportunity

• Lead the tax function for a growing, entrepreneurial CPA firm with real decision-making authority
• Work on a sophisticated mix of corporate, trust, and high-net-worth individual clients
• Step into a visible leadership track with direct access to partners and firm strategy
• Collaborate closely with integrated wealth management and insurance partners
• Potential for hybrid flexibility in the off season once trust is built with leadership

Location

• On-site in Fishers, IN during tax season for collaboration and client service
• Hybrid flexibility may be available during the off season with manager/partner approval
• Located in a fast-growing, family-friendly suburb of Indianapolis with top-rated schools and amenities

Note

• Active CPA license and strong public accounting tax experience are must-haves
• Must be able to work on site in Fishers, IN during busy season
• Relocation assistance may be considered for strong Tax Manager candidates; details TBD

About Our Client

Our client is a well-established, growth-focused CPA firm based in Fishers, Indiana. They provide corporate tax, trust and estate, and high-net-worth individual services, and are closely integrated with wealth management and insurance partners. The culture is collaborative, professional, and entrepreneurial, with a leadership team that values process improvement and long-term client relationships.

Job Description

• Lead preparation and review of corporate, trust, and individual tax returns
• Manage tax department workflow, deadlines, and staff assignments across in-office and remote team members
• Oversee quarterly filings, year-end planning, and compliance cycles for diverse client entities
• Mentor, train, and supervise tax staff while fostering a culture of quality and accountability
• Drive technology upgrades and process improvements within the tax department
• Partner with firm leadership on strategic growth initiatives and service offerings
• Ensure compliance with federal, state, and local tax regulations
• Maintain high standards of responsiveness and client service for business and high-net-worth clients

Qualifications

• Active CPA license
• 5+ years of public accounting experience with strong corporate and trust/individual tax exposure
• Proven experience reviewing complex returns and managing engagements
• Comfortable leading a tax team and improving processes and systems
• Proficiency with common tax and accounting platforms (e.g., UltraTax, QuickBooks or similar)
• Based in or willing to relocate to the Indianapolis metro area

Why Youll Love Working Here

• Leadership seat in a mid-sized firm where your ideas will actually be implemented
• Direct collaboration with partners, wealth advisors, and insurance professionals
• Strong pipeline of recurring work with sophisticated clients
• Stable firm with room to grow into a long-term leadership role
• Opportunity to help build out processes, tech stack, and the future direction of the tax practice

JPC-507

Job Type: Full-time

Benefits:

• Dental insurance
• Life insurance
• Paid time off
• Vision insurance