Tax Manager

Agresta Storms and O'Leary PC

$75K — $95K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Active CPA license
  • 8+ years of public accounting experience focusing on tax
  • Broad knowledge of individual, corporate, partnership, trust, and nonprofit tax
  • Proven ability to lead and develop a team
  • Strong client communication skills and relationship building
  • Experience in a firm with significant scale and complexity

Responsibilities

  • Manage and review diverse tax engagements
  • Prepare and review tax returns and supporting data
  • Analyze accounting data and financial statements for compliance
  • Research tax-related queries and planning opportunities
  • Act as primary client contact to build trust and rapport
  • Supervise, train, and mentor junior team members
  • Stay updated on tax legislation and its implications
  • Support team members in client management and process improvements

Benefits

  • Trust-based, output-driven culture with focus on results
  • Flexible hybrid work arrangement
  • Dress for Your Day policy
  • Competitive PTO and holiday package with negotiable additional time off
  • Health and dental insurance offered
  • Employer match for 401(k) contributions
  • Performance-based bonuses available
  • Collaborative, family-friendly environment promoting work-life balance
Full Job Description
Title: Tax Manager

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

WORK ARRANGEMENT

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.

KEY RESPONSIBILITIES
• Manage and review a broad range of tax engagements spanning individuals, corporations, partnerships, trusts, and nonprofit organizations
• 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

REQUIRED QUALIFICATIONS
• 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

WHAT ASO OFFERS
• 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

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, employer 401(k) match, and comprehensive benefits. Full details will be discussed during the interview process.

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

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