Senior Tax Manager

Agresta Storms and O'Leary PC

$90K — $120K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Active CPA license required
  • 10-15+ years in public accounting
  • Strong technical tax expertise
  • Proven team leadership and development skills
  • Excellent client relationship-building abilities
  • Ability to answer accounting questions for staff
  • Partnership-heavy tax experience preferred

Responsibilities

  • Serve as the firm's main tax expert for complex issues
  • Review 450-550 tax returns annually, with minor personal preparation involvement
  • Act as a resource for staff and managers on accounting-related queries
  • Develop and manage 1-2 Tax Managers, ensuring quality and growth
  • Maintain direct, strong client relationships through excellent communication
  • Authorize tax return sign-offs with increasing trust and autonomy
  • Collaborate with leadership on technical and process improvements

Benefits

  • Clear path to partnership for high achievers
  • No book of business required; existing client work available
  • Focus on technical execution and client service without rainmaker pressure
  • Trust-based culture valuing results over hours worked
  • Flexible hybrid work environment and offseason schedule
  • Dress for Your Day policy
  • Competitive PTO and holiday package with negotiable additional time off
  • Health and dental insurance included
  • Employer 401(k) match available
  • Performance-based bonuses offered
  • Collaborative, family-friendly environment respecting work-life balance
  • Competitive compensation with partnership economics discussed in interviews
Full Job Description
Title: Senior Tax Manager

Location: Batesville / Greensburg / Indianapolis / Columbus, IN (All Office Locations Considered)

KEY RESPONSIBILITIES
• Serve as the firm's primary technical tax resource, providing expert guidance on complex tax matters across a diverse client base
• Review approximately 450-550 tax returns annually; preparation is handled at more junior levels (less than 10% personal preparation work)
• Act as a sounding board for accounting-related questions from staff and managers
• Manage and develop 1-2 Tax Managers, fostering professional growth and ensuring quality standards
• Maintain strong, direct relationships with clients in a highly client-facing role requiring excellent communication and advisory skills
• Sign off on tax returns with full authority, with increasing autonomy as trust is established (or immediately for qualified candidates)
• Collaborate with firm leadership on technical matters, process improvement, and maintaining the firm's reputation for excellence

REQUIRED QUALIFICATIONS
• Active CPA license (required)
• 10-15+ years of progressive public accounting experience
• Exceptional technical tax acumen with the ability to serve as a confident, go-to resource for the firm's tax practice
• Demonstrated ability to manage teams and develop talent
• Strong client-facing skills with a track record of building trusted advisor relationships
• Accounting knowledge sufficient to serve as a resource for staff questions
• Partnership-heavy tax experience preferred; industry agnostic

PREFERRED QUALIFICATIONS
• Experience with CCH tax software environment (or demonstrated ability to learn new platforms quickly)
• Experience in a leadership or practice-area leadership capacity
• Readiness to take on increasing responsibility with a trajectory toward partnership

WHAT ASO OFFERS
• Clear and accelerated path to partnership for high performers
• No requirement to bring a book of business; ample existing client work and organic growth opportunities
• Primary focus on technical execution and client service. This is not a rainmaker role, though client relationship development is valued as the practice continues to grow
• A trust-based, output-driven culture where leadership measures results, not keystrokes. Top performers are given real autonomy, flexibility around personal commitments, and the latitude to manage their own schedules
• 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 genuinely respects work-life balance without sacrificing professional standards
• Competitive compensation with partnership economics discussed during the interview process

COMPENSATION & HOURS

Compensation is commensurate with experience, qualifications, and the value the candidate brings to the practice. The firm offers a competitive base salary, performance-based bonus structure, and a clearly defined equity partnership path. Full details will be discussed during the interview process.

Expected billable hours in the range of 1,400-1,600 annually (2,300-2,400 total hours), consistent with senior leadership expectations.

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