Manager · Local
Agresta, Storms & O’Leary, PC · Batesville / Columbus / Greensburg / Indianapolis, Indiana · Hybrid
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Manage and review tax engagements for individuals, businesses, nonprofits and trusts and supervise 2, 3 staff.
Worth knowing: Expect 50 to 60 hour work weeks during busy season
Title: Tax Manager Location: Batesville / Columbus / Greensburg / Indianapolis, IN (All Office Locations Considered) OPPORTUNITY OVERVIEW Agresta, Storms & O’Leary, PC (ASO) is a full-service CPA firm with offices across central and southern Indiana and approximately 40 full-time professionals. The firm provides assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base that includes closely held and entrepreneurial businesses, nonprofits, government-regulated entities, manufacturers, construction firms, service organizations, and individuals. ASO is adding a Tax Manager to its growing team to oversee tax engagements, serve as a trusted point of contact for clients, and help develop less experienced staff. 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,...
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