Job Description#LI-AE1 #LI-Hybrid
ResponsibilitiesCBIZ is seeking a Tax Manager to join our Indianapolis office. In this leadership role, you will serve as a trusted advisor to clients, providing strategic tax guidance while leading engagement teams and building strong client relationships. This is an excellent opportunity for a motivated professional who enjoys a blend of technical tax work, client consulting, team development, and practice growth.
Essential Functions and Primary Duties- Lead impactful client engagements that blend technical expertise, strategic planning, and relationship management.
- Partner directly with entrepreneurial companies across a variety of industries, influencing key business decisions and long-term tax strategies
- Review complex federal, state, and local tax returns while maintaining a strong focus on quality, accuracy, and technical excellence.
- Research and analyze intricate tax issues, developing practical recommendations and communicating findings clearly to clients and internal stakeholders.
- Build and strengthen client relationships through regular communication, strategic guidance, and a commitment to delivering value beyond compliance.
- Identify tax-saving opportunities, risk areas, and process improvements that help clients maximize efficiency and minimize exposure.
- Collaborate with professionals across tax, audit, advisory, and consulting teams to deliver comprehensive solutions for clients.
- Mentor, coach, and develop tax professionals by providing technical guidance, performance feedback, and career development support.
- Participate in business development initiatives, including networking, proposal development, and identifying opportunities to expand client relationships.
- Stay current on evolving tax legislation, regulatory developments, and industry trends, translating changes into actionable insights for clients and teams.
- Manage engagement budgets, timelines, and staffing to ensure efficient execution and profitability.
- Contribute to a positive, collaborative culture that promotes innovation, continuous learning, and professional growth.
- Support Indianapolis market growth initiatives by developing relationships within the local business community and serving as an ambassador for the firm.
- Leverage technology and process improvements to enhance the client experience and drive operational excellence.
- Play a key role in shaping the future of the practice through leadership, strategic thinking, and a passion for delivering outstanding results.
Preferred Qualifications- Master's degree in Accounting, Taxation or related field
QualificationsMinimum Qualifications - Bachelor's degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
