Tax Manager

Responsibilities

• Manage and co-lead a team of 20+ during tax season, and 9-10 during off season.
• Maintain contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business.
• Anticipate problem areas of engagement and develop procedures to address; keep owner informed of important developments and recommend solutions.
• Communicate progress of engagements, problems, and resolutions to client through written and oral correspondences.
• Prepare client invoices, communicate details of fees to clients, and assist in collection of overdue accounts.
• Maintain knowledge of general economic and political trends related to tax or other legislation that could affect the business climate.
• Delegate and manage governmental tax examinations; may represent the client before the appropriate tax authorities.
• Supervise staff and provide on-the-job training.
• Perform supervisory reviews of all tax returns and related work papers prepared by staff.
• Prepare and deliver team and individual performance evaluations.

Qualifications

• Preferred and required qualifications include:
• A Bachelor or Master of Accounting.
• A current and valid certified public accountant's license.
• A minimum of five years of experience in accounting and tax.
• Individual tax experience.
• Corporate tax experience is helpful.
• A member in good standing with the American Institute of Certified Public Accountants.
• Proficiency in QuickBooks.
• Experience in Creative Solutions UltraTax is helpful.
• Experience leading teams.

Additional Role Information

• Compensation may be flexible for the right candidate.
• Position is located at 8388 E. 116th Street, Fishers, IN.
• Occasional remote work is possible.
• During tax season, in office work is required.