Tax Manager

About the Firm

Agresta, Storms & O’Leary, PC (ASO) is a full-service CPA firm with offices across central and southern Indiana and approximately 40 full-time professionals. The firm provides assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base that includes closely held and entrepreneurial businesses, nonprofits, government-regulated entities, manufacturers, construction firms, service organizations, and individuals.

About the Role

ASO is adding a Tax Manager to its growing team to oversee tax engagements, serve as a trusted point of contact for clients, and help develop less experienced staff. This role is primarily in-office, with hybrid flexibility based on experience and performance. The firm’s leadership values a collaborative, in-person culture while recognizing that top performers benefit from the latitude to manage their schedules around client needs and personal commitments.

Responsibilities

• Manage and review a broad range of tax engagements spanning individuals, corporations, partnerships, trusts, and nonprofit organizations
• Serve as the final reviewer and signing authority on select tax returns, taking ownership of accuracy and completeness prior to filing
• Prepare and review tax returns and supporting client data in accordance with firm policies, procedures, and quality standards
• Review accounting data and financial statements while adhering to budget and engagement guidelines
• Identify and research tax-related questions, including opportunities for tax savings and planning strategies
• Serve as a primary client contact, maintaining direct communication and building trusted advisor relationships
• Supervise, train, and mentor 2–3 direct reports, including senior accountants and less experienced staff
• Stay current on federal and state legislative changes and assess their impact on client engagements
• Assist team members with client management by gathering tax information, researching issues, and recommending business and process improvements
• Collaborate with firm leadership on engagement execution, process improvement, and maintaining the firm’s reputation for technical excellence

Requirements

• Active CPA license (required)
• 8+ years of progressive public accounting experience with a broad tax background
• Strong technical knowledge across individual, corporate, partnership, trust, and nonprofit tax
• Demonstrated ability to manage and develop a team
• Excellent client-facing communication skills with a track record of building strong relationships
• Prior experience at a firm of meaningful scale and complexity

Preferred Qualifications

• Experience with CCH tax software environment (or demonstrated ability to learn new platforms quickly)
• Supervisory experience with direct reports in a public accounting setting
• Familiarity with advisory services beyond compliance work

Benefits

• A trust-based, output-driven culture where leadership measures results, not keystrokes; top performers are given real autonomy and flexibility
• Hybrid work schedule with a flexible offseason schedule
• Dress for Your Day policy
• Competitive PTO package plus holidays, with additional time off negotiable outside of busy season
• Health and dental insurance
• Employer 401(k) match
• Performance-based bonus opportunity
• A collaborative, family-friendly environment that values work-life balance without sacrificing professional standards

Schedule

Expected hours include a 50 to 60-hour work week during busy season, with a flexible schedule during the offseason.