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Tax Manager - Corporate, Trust, and High-Net-Worth Clients
Tax Manager - Corporate, Trust, and High-Net-Worth ClientsOrion Placement • Fishers, Indiana, United States
Tax Manager - Corporate, Trust, and High-Net-Worth Clients

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

Orion Placement • Fishers, Indiana, United States
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Pay : $110,000.00 - $130,000.00 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 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
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    Corporate Tax Manager • Fishers, Indiana, United States

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