Accounting & Tax ManagerLead the accounting and tax relationship for a group of small business owners who count on you year-round - with an experienced team behind you and a clear path to grow.
Role OverviewThe Accounting and Tax Manager leads the service relationship for an assigned group of small business clients. It's a role with real responsibility: you are TMA's primary point of contact for your assigned clients, the lead on their tax and accounting work, and a manager who helps develop the Staff Accountants and Project Accountants who support that work. You'll work directly with business owners throughout the year - not just at tax time - helping them stay ahead of their obligations and run stronger businesses.
What You'll DoMaintain and Enhance Client Relationships
- Serve as the primary point of contact and trusted resource for an assigned group of small business clients, building lasting relationships through responsiveness and a genuine desire to be of service.
- Communicate proactively throughout the year, answering questions on accounting and tax matters as they arise.
- Lead the onboarding of new clients, guiding them onto TMA's monthly system and setting the foundation for a strong, lasting relationship.
Lead Tax Services
- Oversee the timely, accurate preparation and delivery of business and personal income tax returns for your assigned clients, performing preparation and quality-control review as appropriate.
- Help clients plan ahead for taxes by advising them of their obligations before they are due, so they have every opportunity to prepare and are never caught off guard.
Oversee Accounting and Quality Control
- Provide quality control over the financial statements and work product for your assigned clients, ensuring accuracy and timely delivery.
- Review work submitted to you by teammates and return it with timely, constructive feedback.
- Manage the workflow of your assigned clients so deadlines are consistently met throughout the year, including the busier Q1 filing months.
Supervise and Support the Service Team
- Help ensure your clients are served efficiently and well.
- Supervise the Staff Accountants and Project Accountants assigned to your clients' work, monitoring production and supporting their growth.
- Serve as a first resource for their questions, resolving issues and escalating to firm leadership when a matter calls for it.
Qualifications:- An active CPA or EA credential. Candidates actively pursuing the CPA license will also be considered.
- Experience in public accounting, tax preparation, or small business accounting, with a strong working knowledge of business and individual income tax.
- Bachelor's degree in accounting or a related field.
- A natural relationship-builder who communicates clearly and earns the trust of business owners.
- Someone who enjoys helping others grow and holding work to a high standard of quality.
- Organized and able to manage a full group of clients and multiple deadlines with confidence and independence.
- Tech-savvy and able to learn new tools quickly. Experience with QuickBooks Online and professional tax software preferred.
Compensation and Benefits- $80,000-$120,000 yearly depending on experience and other qualifications
- Discretionary annual bonus
- Medical, dental, and vision plans
- 401(k) with matching
- PTO - 120 hours per year, with additional PTO after 5 and 10 years of service
- 15+ employee events per year, including Family Day at Victory Field
Culture and Growth- Stable, established firm with 95%+ client retention and consistent growth
- Named one of the Best Places to Work in Indiana, 2025 and 2026
- Collaborative team environment with experienced CPAs, EAs, and CPPs
- Professional development included - TMA supports continuing professional education and the maintenance of your CPA or EA credential
- Work that matters - we help small business owners build stronger businesses
Location and Schedule- In-office at our Indianapolis location: 9595 Whitley Drive, Suite 102
- Monday-Friday, 8:00 a.m. to 5:00 p.m.
- Up to 20% work-from-home flexibility, earned after six months
How to ApplyClick Apply to submit your resume through our hiring system.
Additional Information- Candidate testing and background check required
- Thorough interview process - expect to meet multiple team members
- Electronic applications only
- No phone calls please
