Tax Manager – Corporate, Trust, and High-Net-Worth Clients - Relo to Fishers, IN jobs in United States
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Orion Placement · 1 day ago

Tax Manager – Corporate, Trust, and High-Net-Worth Clients - Relo to Fishers, IN

Orion Placement is a well-established, growth-focused CPA firm based in Fishers, Indiana, and they are seeking a Tax Manager to lead the tax function for a growing firm. The role involves managing tax department workflow, overseeing tax return preparation for corporate and individual clients, and collaborating with firm leadership on strategic initiatives.

Staffing & Recruiting

Responsibilities

Lead preparation and review of corporate, trust, and individual tax returns
Manage tax department workflow, deadlines, and staff assignments across in-office and remote team members
Oversee quarterly filings, year-end planning, and compliance cycles for diverse client entities
Mentor, train, and supervise tax staff while fostering a culture of quality and accountability
Drive technology upgrades and process improvements within the tax department
Partner with firm leadership on strategic growth initiatives and service offerings
Ensure compliance with federal, state, and local tax regulations
Maintain high standards of responsiveness and client service for business and high-net-worth clients

Qualification

Active CPA licensePublic accounting experienceCorporate tax expertiseTrust tax expertiseTax return reviewTax team leadershipTax software proficiencyProcess improvementClient serviceTrainingMentoring

Required

Active CPA license
5+ years of public accounting experience with strong corporate and trust/individual tax exposure
Proven experience reviewing complex returns and managing engagements
Comfortable leading a tax team and improving processes and systems
Proficiency with common tax and accounting platforms (e.g., UltraTax, QuickBooks or similar)
Based in or willing to relocate to the Indianapolis metro area
Must be able to work on site in Fishers, IN during busy season

Benefits

Dental insurance
Life insurance
Paid time off
Vision insurance

Company

Orion Placement

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As a nimble and technology-driven boutique recruiting firm, we are adept at adapting swiftly for success.

Funding

Current Stage
Early Stage

Leadership Team

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Justin Sofman
Co-Founder
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Jon Missirlian
Founder
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