Tax Preparer​/Client Manager

Tax Advisor / Client Relationship Manager

Location:

Monticello or Logansport, IN (flexible hybrid schedule)

Compensation: $70,000–$90,000 base + annual performance bonus + full benefits (medical, dental, vision, 401(k) match, life & disability insurance)

At Baker Milligan
, our mission goes far beyond filing returns—we partner with business owners and families to help them grow with confidence. We’re a tight‑knit team that values integrity, collaboration, and the kind of service that makes clients feel supported year‑round.

We’re looking for a Tax Advisor / Client Relationship Manager who’s ready to take ownership of their client relationships and make an impact in a firm that believes in balance, not burnout.

• Manage and advise a portfolio of small business, partnership, and individual clients
• Prepare and review federal and state tax returns (individual, partnership, and corporate)
• Deliver thoughtful, proactive tax planning throughout the year
• Serve as a trusted advisor and point of contact for clients
• Collaborate closely with a supportive team that celebrates shared success

• Balanced Workload – Sustainable pace (around 1,800 hours annually) with flexibility built in.
• Meaningful Relationships – You’ll actually get to know your clients, not just their tax IDs.
• Professional Growth – A clear path toward manager‑level responsibility and leadership.
• Rooted & Reliable – A well‑established firm with strong community connections and values.

• 3+ years of public accounting or tax experience (CPA or EA preferred)
• Strong background in preparing and reviewing business and individual returns
• Excellent communication and relationship‑building skills
• A desire to grow your career while maintaining a healthy work‑life balance

• Base salary: $70,000–$90,000
• Up to $25,000 in annual incentives
• Comprehensive benefits: health, dental, vision, and 4% 401(k) match
• Generous PTO, paid CPE, and full short/long‑term disability coverage
• A culture that respects your time, values your input, and celebrates your success

Ready to love tax season again? If you’re looking for a firm that values relationships as much as results—and clients who genuinely appreciate your guidance—let’s connect.

Apply today and discover what it feels like to do meaningful work with a team that truly cares.