Tax Manager

Overview

Tax Manager (US – Indianapolis, IN)

Reporting to the Principal, this role oversees tax planning, compliance, and client advisory work across multiple engagements.

Responsibilities

• Oversee tax planning and business succession planning engagements across multiple client engagements, managing work to budget
• Review tax return compliance, including Forms 1040, 1120, 1120S, 1065, and 1041
• Consult with partners, businesses, and individual tax clients on various matters
• Partner with CPA, Advisory, and Technology service team members to deliver comprehensive business solutions for middle market businesses and their stakeholders
• Build and maintain strong, long-term relationships with client sponsors and a growing client base
• Develop team members by supervising, coaching, and mentoring staff at all levels
• Assist principals and senior leaders with generating new business opportunities and building client networks and relationships
• Understand service offerings and identify opportunities to better serve clients with comprehensive solutions
• Support people initiatives, including recruiting, retaining, and training team members
• Ensure professional development through ongoing education
• Provide leadership and insightful recommendations on complex issues by applying expertise and experience

Requirements

• BA/BS Degree in Accounting, Finance, or related field
• CPA or EA Certification required
• 5+ years’ current public accounting experience
• 2+ years’ experience leading teams, coaching, and mentoring staff
• Experience with tax compliance including review of Form 1040, 1120, 1120-S, and 1065 tax returns
• Proficiency with computerized tax software and Microsoft Office
• Strong client rapport and project management skills
• Ability to manage competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
• Strong leadership, recruiting, training, and mentoring skills, with excellent verbal, written, and presentation skills
• Comfortable working in a remote environment

Preferred Qualifications

• Servant Leader attributes: highly focused on engaging employees, fostering development, and building a positive culture
• Solutions-focused mindset: identifies opportunities in business problems and can develop, articulate, and implement solutions
• Collaboration and relationship-building across all levels and business units
• Ability to instill trust through integrity, consistency, and follow-through
• Impact and influence thinking: gains support for ideas and advances initiatives/objectives with or without formal authority

Compensation & Benefits

Salary range (pay transparency): Min: $106,502.27 - $131,250.37 - $153,016.50

This is not a guarantee of compensation or salary; final offer amount may vary based on several factors including experience and geographic location. Compensation ranges for roles in the organization’s Government Services pillar are determined by contract with the specific government agency being serviced.

Benefits may include:

• Flexible Time Off (FTO) policy; FTO is activated on the first day
• Paid holidays, including efforts to permit time off the last week of the calendar year when client and project work permits
• Comprehensive wellness program
• Flexible work arrangements
• Health, dental, vision, life, and accident/death/disability insurance options
• HSA employer contribution
• Nine (9) paid holidays annually
• Paid Parental Bonding Leave program covering birth, adoption, and foster children
• 401(k) with employer contributions
• CPA bonus with four (4) paid exam days and four (4) paid study days
• Tuition reimbursement
• Employee referral bonus program and client referral bonus program
• Pet insurance
• Volunteer program enabling up to four (4) hours of paid time annually to volunteer in local communities

Location

Indianapolis, IN (US)