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 USA+1
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
Numbers & Facts
Location
Fishers, Indiana
Skills
Certified Public Accountant (CPA)unmatched
Corporate Taxunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Entrepreneurshipunmatched
High Net Worthunmatched
Insuranceunmatched
Intuit Quickbooksunmatched
Leadershipunmatched
Local Taxunmatched
Maintain Complianceunmatched
Mentoringunmatched
People Managementunmatched
Process Improvementunmatched
Public Accountingunmatched
State Taxunmatched
Tax Accountingunmatched
Tax Regulationsunmatched
Tax Returnsunmatched
Team Lead/Managerunmatched
Team Playerunmatched
Time Managementunmatched
Vision Planunmatched
Wealth Managementunmatched
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