Tax Manager

High Net Worth Clients

This Jobot Job is hosted by: Lisa Maloney
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $140,000 - $160,000 per year

A bit about us:

Headquartered in Indianapolis, we are a mid-sized, regional advisory, tax, and audit firm. We offer multiple office locations and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.

Seeking Tax Manager to focus on our High Net Worth clients. The HNW Tax Manager will work closely with partners, as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements.

Why join us?

Do you want to work on meaningful projects with no micromanagement?

• Life Balance.
• 401K w/matching.
• Stock Plan
• Competitive Compensation
• Premium Benefits
• Accelerated Partner Track
• Schedule Flexibility
• Continuing Education
• Fun Company Social Events
• Laid Back Dress Code

Job Details

Responsibilities:

Provide tax compliance and advisory services to High-Net-Worth Individuals, multi-state fillings, & complex tax matters
Oversees planning and scheduling of engagements
Research complex tax issues
Ensures quality of work product
Coaches/mentors individual team members
Provides formal and informal feedback
Communicates progress to partners
Develops and maintains strong client relationships with client personnel and prospective clients
Works closely with clients to advise on income tax issues and related tax planning
Investment partnership knowledge a plus

Requirements/Qualifications:

Undergraduate degree in accounting; Master's in Tax a plus
CPA certificate strongly preferred
Minimum 5 years of tax experience required with a strong technical background in high-net-worth individual taxation

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.