Tax Manager

Small CPA firm founded in 1991, focused on individual tax preparation, small business accounting and consulting in various industries, primarily serving central Indiana and other parts of the U.S. The firm values forming close relationships with clients and maintaining high quality service, which is why it remains small by choice and relies heavily on referrals. Now owned by its second generation of leadership.

Close client relationships - The firm prides itself on developing close, hands-on working relationships with its clients. As a small firm, the tax manager would get to know clients well and provide personalized service.
Variety of work - While focused on tax, the firm serves individuals as well as small businesses across various industries. This could provide an interesting variety of tax situations and clients for the tax manager.
Quality over quantity - Firm intentionally stays small to maintain high service quality standards. This could appeal to someone prioritizing doing excellent work over churning out high volumes.
Trust and responsibility - In a small firm, the tax manager is likely to have a lot of client responsibility and potential for becoming a trusted adviser to those clients.
Growth opportunities - As the firm is now on its second generation of ownership, there may be advancement rungs for a talented tax manager to potentially grow into firm leadership over time
Work-life balance - Boutique firms like this sometimes offer more flexibility and better work-life balance compared to larger firms

Here, you're a vital part of the company's future from day one. With the firm now under second-generation leadership, your outstanding work could propel you into the partnership fast track. If you meet these criteria, apply today!

• Prior “Big 4”, National or Regional accounting firm experience preferred.
• Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research software.
• Ability to demonstrate strong leadership, problem solving and analytical skills.
• Bachelor’s in Accounting
• At least 5 years of experience at a public accounting firm with a heavy focus on corporate and partnership federal and state / local income

Major Responsibilities & Duties:
Our ideal candidate is expected to have extensive knowledge in corporate tax return preparation, tax planning and tax research. The Tax
Manager’s responsibilities will focus primarily on corporate clients and will include but are not limited to:

• Manage all tax engagements to ensure meeting of all compliance and other deadlines
• Prepare and/or review individual, corporate and partnership tax returns of varying complexities
• Prepare and/or review quarterly and year-end estimates to assist clients with tax planning
• Responsible for developing and maintaining client relationships.
• Responsible for engagement planning, organization, and delegation to maximize efficiency, achieve quality goals, maintain productivity, and

maximize realization.

• Responsible for engagement economics including billing, collecting, and maintaining profitability of the team.
• Educate and train staff and assist in the growth and development of the Firm’s professional team members.

The successful candidate will possess the following basic qualifications:

• At least 5 years of experience at a public accounting firm with a heavy focus on corporate and partnership federal and state / local income

taxation, including current or recent hands-on tax compliance work experience with a Regional or National accounting firm.

• In-depth knowledge in and extensive experience with tax provision preferred
• Excellent project management, analytical, interpersonal, oral, and written communication skills.
• Strong leadership, training, and mentoring skills.
• Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude.
• Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines.
• Dedicated to superior client service.

The successful candidate will possess the following preferred qualifications:

• Prior “Big 4”, National or Regional accounting firm experience preferred.
• Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research software.
• Ability to demonstrate strong leadership, problem solving and analytical skills.
• Bachelor’s in Accounting
• At least 5 years of experience at a public accounting firm with a heavy focus on corporate and partnership federal and state / local income

This is your chance to join an elite team of tax superheroes and take your career to stratospheric levels. Don't let this opportunity slip away - submit your application today!