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Tax Senior / Tax Manager Are you ready to elevate your career with a forward-thinking firm? We are seeking an ambitious, detail-oriented Tax Senior or Tax Manager to lead complex tax compliance and strategic planning engagements. This dynamic role empowers you to manage high-net-worth individual and corporate accounts, mentor developing staff, and deliver exceptional, proactive client service. If you thrive in a collaborative environment and possess deep technical expertise in federal and state tax laws, this opportunity is built for your growth.
Position Highlights: Specific Job Title: Tax Senior or Tax Manager (commensurate with experience) Location & Workplace Model: In office Compensation:$90,000-$120,000 (Dependent on experience)
Comprehensive Benefits Package:
  • Comprehensive Medical, Dental, and Vision insurance coverage 401(k) retirement plan with a competitive employer match
  • Generous Paid Time Off (PTO) plus paid holidays
  • Remote/hybrid technology stipend and home office setup support
  • Continuing Professional Education (CPE) allowance and CPA license fee renewals
  • Performance-based bonuses and annual merit reviews
Core Responsibilities: Compliance & Review: Prepare, review, and sign off on complex federal and state tax returns, including Form 1040 (individuals), 1065 (partnerships), 1120S (S-Corps), 1120 (C-Corps), and 1041 (estates and trusts).Tax Planning: Advise and execute advanced tax-planning strategies for High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI), focusing on wealth preservation, income optimization, and estate/trust considerations. Team Leadership & Mentorship: Supervise, mentor, and review the work of staff accountants, manage workflows, and provide constructive feedback to accelerate team development. Client Relationship Management: Serve as the primary, highly responsive client contact for technical inquiries, status updates, and strategic planning sessions. Advanced Research: Conduct rigorous tax research on complex technical issues, formulating actionable recommendations for firm partners and clients. Process Optimization: Drive efficiency through modern tax software and automation tools, ensuring top-tier quality control and timely delivery across all engagements. Business Development: Support firm growth by preparing client proposals, leading introductory meetings, and identifying cross-selling opportunities across advisory services.
Qualifications & Requirements
Certification: Active CPA license required (or eligible to sit/license).Experience
Level: 3+ public accounting experience. Technical Mastery: Demonstrated proficiency in managing 1040, 1065, 1120S, 1120, and 1041 returns, alongside deep knowledge of federal and state tax compliance. Software Proficiency: Familiarity with professional tax compliance software (e.g., UltraTax, Lacerte, ProSystem fx) and advanced Excel capabilities. Soft Skills: Exceptional written and verbal communication skills, with the ability to translate complex tax strategies into clear, actionable advice for non-technical clients. Ethical Standards: Uncompromising integrity, elite organizational skills, and the capacity to successfully manage multiple concurrent deadlines under pressure#ENGHP

Also on the board Same function, level within a rung

Level

Lead

Salary

$90,000-$120,000

Location

Indianapolis, IN

Occupation

Tax Preparers

Industry

Tax Preparation Services

Posted

23 days ago

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