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

Fishers, IN - USA

Yearly Salary: $ 110000 - 130000

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

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

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 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

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

Job Type: Full-time

Benefits:

Dental insurance
Life insurance
Paid time off
Vision insurance

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

**New Job Order Alert**

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

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 authorityWork on a sophisticated mix of corporate trust and high-net-worth individual clientsStep into a visible leadership track with direct a...