Accounting & Tax Manager

TMA Small Business Accounting PC • Indianapolis, IN

13h • Hybrid

About The Position

The Accounting & Tax Manager will lead the accounting and tax relationship for a group of small business owners, providing year-round support with an experienced team and a clear path for growth. TMA Small Business Accounting, P.C. is an Indianapolis firm with over 25 years of experience serving small businesses in Indiana. They integrate accounting, payroll, and taxes for over 300 small businesses. The role involves being the primary point of contact for assigned clients, leading their tax and accounting work, and managing Staff Accountants and Project Accountants. The manager will work directly with business owners throughout the year to help them manage obligations and improve their 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.
• 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 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.
• Provide quality control over the financial statements and work product for assigned clients, ensuring accuracy and timely delivery.
• Review work submitted by teammates and return it with timely, constructive feedback.
• Manage the workflow of assigned clients so deadlines are consistently met throughout the year, including the busier Q1 filing months.
• Supervise the Staff Accountants and Project Accountants assigned to clients' work, monitoring production and supporting their growth.
• Serve as a first resource for team members' questions, resolving issues and escalating to firm leadership when necessary.

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