Tax Manager Corporate, Trust, and High-Net-Worth ClientsOrion Placement • Fishers, Indiana, USA
Tax Manager Corporate, Trust, and High-Net-Worth Clients
Orion Placement • Fishers, Indiana, USA
[job_card.variable_days_ago]
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- [job_card.full_time]
[job_card.job_description]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 amenitiesData USA1 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 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 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 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 Dental insurance Life insurance Paid time off Vision insurance New Job Order Alert
Pay : $110000.00 - $130000.00 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
Note
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
Qualifications
Why Youll Love Working Here
JPC-507
Job Type : Full-time
Benefits :
Requirements : Must have a CPA license. Must have 4 years of public accounting tax experience. Must have experience in corporate and trust taxation. Relocation- no. Packages - no (would consider relo and packages it for the right candidate tho)
Submissions Name /
Quick Recruiter Reference (Internal Summary)
Growth-focused Fishers IN CPA firm integrated with wealth management and insurance. Tax Manager will lead corporate / trust / HNW tax manage staff and drive process and tech improvements. First tax season is fully on-site; hybrid possible off season with manager approval; relo assistance possible for the right candidate.
Recruiters Submission : To submit cancel - Tax Manager Corporate Trust and High-Net-Worth Clients - Long & Associates P.C. - JPC 507 - Source
Client job title : Corporate Tax Manager
Location : Fishers IN
On-site hybrid remote : Hybrid
Experience : 4
Good fit job titles / keywords for candidates : Tax Manager Corporate Tax Manager Senior Tax Manager Public Accounting Tax Manager Senior Tax Accountant CPA Business Tax Trust and Estate Tax High Net Worth Tax
# of hires needed : 1
Open or not to recruiters on TE : YES
Key Skills
Network security,Active Directory,VMware,Access Points,LAN,Email,Routers,Windows,Infrastructure,Internet,VPN,Troubleshoot,Setup,hardware,Technical Support
Employment Type : Full Time
Experience : years
Vacancy : 1
Yearly Salary Salary : 110000 - 130000
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Corporate Tax Manager • Fishers, Indiana, USA
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