Tax Manager Corporate, Trust, and High-Net-Worth Clients at Orion Placement

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 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 leadership Location On-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 USA1 Note Active 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 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 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 clients Qualifications Active 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 area Why Youll Love Working Here Leadership 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 practice JPC-507 Job Type: Full-time Benefits: Dental insuranceLife insurancePaid time offVision insuranceRequirements: 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 ManagerLocation: Fishers INOn-site hybrid remote: HybridExperience: 4Good 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: 1Open or not to recruiters on TE: YES 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 Yearly Salary Salary: 110000 - 130000