Tax Manager
Tax Manager
Indianapolis, IN | Hybrid Schedule
Salary: $100,000 - $150,000 + Bonus
Join a growing, client-focused wealth management and tax advisory firm seeking an experienced Tax Manager to support a sophisticated client base of high-net-worth individuals, families, and closely held businesses. This is an outstanding opportunity for a tax professional who enjoys providing strategic advice, reviewing complex returns, and building long-term client relationships while maintaining a healthy work-life balance.
As a Tax Manager, you will lead tax engagements, review complex tax returns, provide proactive tax planning services, and serve as a trusted advisor to clients. You'll work closely with leadership in a collaborative, family-oriented environment that values both professional excellence and personal well-being.
What You'll Do
- Manage and review complex tax returns for high-net-worth individuals, families, trusts, partnerships, and S corporations.
- Provide proactive tax planning and consulting services tailored to clients' financial goals.
- Review work prepared by staff and senior team members, ensuring accuracy, quality, and compliance.
- Research complex tax matters and deliver practical recommendations and solutions.
- Build and maintain strong relationships with clients as a trusted advisor.
- Collaborate with leadership and advisory teams to deliver comprehensive tax strategies.
- Mentor and develop junior tax professionals.
- Stay current on federal, state, and local tax laws and planning opportunities.
Qualifications
- Active CPA license required
- 6+ years of Public Accounting or Wealth Management experience
- Strong experience serving High-Net-Worth (HNW) individuals and families
- Extensive experience with flow-through entities, including partnerships and S corporations
- Heavy tax review experience with strong technical tax knowledge
- Proven ability to manage multiple engagements and deadlines
- Strong tax planning, consulting, and client service skills
- Excellent communication and relationship-building abilities
Why Consider This Opportunity?
- Hybrid work schedule
- Relaxed busy season hours
- Competitive compensation package
- Performance-based bonus structure
- Comprehensive Health, Dental & Vision Insurance
- 401(k) with company match
- Strong family-like culture and supportive leadership team
- Opportunity to work closely with high-net-worth clients on meaningful planning strategies
- Long-term career growth within a stable and growing organization
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.