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

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

Orion Placement • Fishers, Indiana, USA
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  • serp_jobs.job_card.full_time
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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 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 USA1

    • 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

    • Requirements : 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 Manager

    Location : Fishers IN

    On-site hybrid remote : Hybrid

    Experience : 4

    Good 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 : 1

    Open 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

    serp_jobs.job_alerts.create_a_job

    Corporate Tax Manager • Fishers, Indiana, USA

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