Tax Manager – Corporate, Trust, and High-Net-Worth Clients at ExcelliSearch

Pay:$110000.00 - $130000.00 per yearJob description:Why This Is a Great OpportunityLead 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 access to partners and firm strategyCollaborate closely with integrated wealth management and insurance partnersPotential for hybrid flexibility in the off season once trust is built with leadershipLocationOn-site in Fishers IN during tax season for collaboration and client serviceHybrid flexibility may be available during the off season with manager/partner approvalLocated in a fast-growing family-friendly suburb of Indianapolis with top-rated schools and amenitiesData USA1NoteActive CPA license and strong public accounting tax experience are must-havesMust be able to work on site in Fishers IN during busy seasonRelocation assistance may be considered for strong Tax Manager candidates; details TBDAbout 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 DescriptionLead preparation and review of corporate trust and individual tax returnsManage tax department workflow deadlines and staff assignments across in-office and remote team membersOversee quarterly filings year-end planning and compliance cycles for diverse client entitiesMentor train and supervise tax staff while fostering a culture of quality and accountabilityDrive technology upgrades and process improvements within the tax departmentPartner with firm leadership on strategic growth initiatives and service offeringsEnsure compliance with federal state and local tax regulationsMaintain high standards of responsiveness and client service for business and high-net-worth clientsQualificationsActive CPA license5 years of public accounting experience with strong corporate and trust/individual tax exposureProven experience reviewing complex returns and managing engagementsComfortable leading a tax team and improving processes and systemsProficiency with common tax and accounting platforms (e.g. UltraTax QuickBooks or similar)Based in or willing to relocate to the Indianapolis metro areaWhy Youll Love Working HereLeadership seat in a mid-sized firm where your ideas will actually be implementedDirect collaboration with partners wealth advisors and insurance professionalsStrong pipeline of recurring work with sophisticated clientsStable firm with room to grow into a long-term leadership roleOpportunity to help build out processes tech stack and the future direction of the tax practiceJPC-507#LI-SK3Job Type: Full-timeBenefits:Dental insuranceLife insurancePaid time offVision insuranceRequired Experience:Manager Key Skills Network security,Active Directory,VMware,Access Points,LAN,Email,Routers,Windows,Infrastructure,Internet,VPN,Troubleshoot,Setup,hardware,Technical Support Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 110000 - 130000