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CFS

Tax and Accounting Manager Job at CFS in Indianapolis

CFS, Indianapolis, IN, US

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Title: Tax and Accounting Manager

Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.
Location: Indianapolis, IN
Industry: Financial Services
Salary: $90,000 to $120,000


Position Overview


The Tax & Accounting Manager will oversee all aspects of tax preparation, planning, and accounting functions for individual and business clients. This individual will play a key role in supporting the firm's advisory team, ensuring accurate financial reporting, compliance with regulations, and strategic tax guidance aligned with clients' long-term goals.

This is a hands-on position within a small firm environment; ideal for someone who enjoys both client-facing advisory work and technical execution.

Key Responsibilities


  • Manage and review preparation of individual, business, trust, and estate tax returns.

  • Provide proactive tax planning and strategic advice to clients in collaboration with the firm's financial advisors.

  • Oversee bookkeeping, financial reporting, and accounting functions for select business clients.

  • Maintain compliance with federal, state, and local tax regulations.

  • Serve as a trusted advisor to clients, helping them understand and plan for tax implications of their broader financial goals.

Qualifications


  • Bachelor's degree in Accounting, Finance, or related field.

  • Active CPA license or Enrolled Agent (EA) required. xrczosw

  • Minimum of 3-7 years of experience in public accounting, tax, or wealth management.