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

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 You’ll 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

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Job Type: Full-time

Benefits:

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