Tax Manager – Corporate, Trust, and High-Net-Worth Clients
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Job Location:
Fishers, IN - USA
Monthly Salary:
$ 110000 - 130000
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
Pay:$110000.00 - $130000.00 per year
Job description:
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
- 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
Note
- 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
About Our ClientOur 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
- 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 Youll 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
Required Experience:
Manager
Key Skills
- Network security
- Active Directory
- VMware
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- LAN
- Routers
- Windows
- Infrastructure
- Internet
- VPN
- Troubleshoot
- Setup
- hardware
- Technical Support
About Company
ExcelliSearch is a national IT recruiting firm in Lake Worth, FL matching highly qualified professionals with top-tier companies. Connect with us today!
