Tax and Accounting Manager

Title : Tax and Accounting Manager

Location : Indianapolis, IN

Industry : Financial Services

Salary : $90,000 to $120,000

Position Overview

The Tax & Accounting Manager will oversee all aspects of tax preparation, planning, and accounting functions for individual and business clients. This individual will play a key role in supporting the firm's advisory team, ensuring accurate financial reporting, compliance with regulations, and strategic tax guidance aligned with clients' long-term goals.

This is a hands-on position within a small firm environment; ideal for someone who enjoys both client-facing advisory work and technical execution.

Key Responsibilities

Manage and review preparation of individual, business, trust, and estate tax returns.

Provide proactive tax planning and strategic advice to clients in collaboration with the firm's financial advisors.

Oversee bookkeeping, financial reporting, and accounting functions for select business clients.

Maintain compliance with federal, state, and local tax regulations.

Serve as a trusted advisor to clients, helping them understand and plan for tax implications of their broader financial goals.

Qualifications

Bachelor's degree in Accounting, Finance, or related field.

Active CPA license or Enrolled Agent (EA) required.

Minimum of 3-7 years of experience in public accounting, tax, or wealth management.