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

Pay: $ - $ per year

Job description:

• 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

• 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 amenities

• 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

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.

• 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., Ultra Tax, Quick Books or similar)
• Based in or willing to relocate to the Indianapolis metro area

• Leadership seat in a mid‑size 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

Job Type: Full‑time

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