Tax Manager

Headquartered in Indianapolis, we are a mid-sized, regional advisory, tax, and audit firm. We offer multiple office locations and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.

Seeking Tax Manager to focus on our High Net Worth clients. The HNW Tax Manager will work closely with partners, as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements.

Do you want to work on meaningful projects with no micromanagement?

• Life Balance!
• 401K w/matching!
• Stock Plan
• Competitive Compensation
• Premium Benefits
• Accelerated Partner Track
• Schedule Flexibility
• Continuing Education
• Fun Company Social Events
• Laid Back Dress Code

Responsibilities:


Provide tax compliance and advisory services to High-Net-Worth Individuals, multi-state fillings, & complex tax matters
Oversees planning and scheduling of engagements
Research complex tax issues
Ensures quality of work product
Coaches/mentors individual team members
Provides formal and informal feedback
Communicates progress to partners
Develops and maintains strong client relationships with client personnel and prospective clients
Works closely with clients to advise on income tax issues and related tax planning
Investment partnership knowledge a plus

Requirements/Qualifications:

Undergraduate degree in accounting; Master's in Tax a plus
CPA certificate strongly preferred
Minimum 5 years of tax experience required with a strong technical background in high-net-worth individual taxation