Tax Manager (Remote)

Agresta, Storms & O’Leary, PCIndianapolis, IN
Remote

About The Position

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. This role is a fully remote position. May require occasional travel.

Requirements

  • 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

Nice To Haves

  • 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

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

Benefits

  • Health and dental insurance
  • Employer 401(k) match
  • Performance-based bonus opportunity
  • Competitive PTO package plus holidays, with additional time off negotiable outside of busy season
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