Accounting & Tax Manager

TMA Small Business Accounting PC • Indianapolis, IN

4d • $80,000 - $120,000 • Hybrid

About The Position

The 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.

Requirements

• 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.

Nice To Haves

• Experience with QuickBooks Online and professional tax software preferred.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Benefits

• 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
• Professional development included - TMA supports continuing professional education and the maintenance of your CPA or EA credential

What This Job Offers

• Job Type: Full-time
• Career Level: Manager