Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Manager- Entities and HNW (high net worth) Clients

$120k - $170k

Caliber Recruiting Group

Our team has been engaged by a top accounting, tax, and advisory firm to find a high quality Tax Manager in the beautiful town of Indianapolis, IN.

This firm works with very significant local and regional business clients as well as VIP personal High Net Worth clients for a variety of tax and business advisory needs.

If you are looking to grow in your tax or accounting career and find a locally owned firm with real upside, this could be a great role for you.

Position Summary and Duties:

-Work independently and with the management staff to work with an assigned group of clients across multiple industries

-Advise clients on multiple tax issues, planning, research and compliance

-Prep and review tax returns for multiple entities including C-Corps, S-Corps, Partnerships, and Trusts

-Work with key clients for business advisory and tax decisions

-Supervise and train junior tax personnel

-Help when needed for local business events networking and fostering relationships

Role Qualifications:

  • 5-7 years of tax prep and review experience with various entities
  • Bachelor#39;s degree in accounting (or equivalent)
  • Masters in tax or accounting would be a big plus, although not required
  • CPA is not required but highly appreciated
  • High level of tax skills, organization, and analytical skills
  • Work in a tight deadline environment

Pay and benefits:

  • $120,000-$170,000 salary annually, commensurate with experience
  • 401(k), Profit Sharing, Medical and Dental Insurance
  • STD, LTD, paid holidays, Generous PTO policy
  • Medical
  • Dental
  • Vision
  • Flex schedule, hybrid is an option

Please email View email address on us.fitly.work or apply right here today, or call us at View phone number on us.fitly.work and we can chat about any other role you may be interested in.

Vacancy posted 26 days ago
Similar jobs that could be interesting for youBased on the Tax Manager- Entities and HNW (high net worth) Clients in Indianapolis, IN vacancy
  • $105.38k - $215.38k

     ...Are you a delivery-focused tax leader who thrives on individual...  ...the ability to interact with clients on their personal tax matters? If so, this Tax Delivery Manager role in Global Employer...  ...delivery for a portfolio of High Net Worth (HNW) individual compliance engagements... 
    High net worth
    Work at office
    Local area

    Deloitte

    Indianapolis, IN
    4 days ago
  •  ...an active CPA license* Job Title: Sr. Tax Manager or Tax Director Job Location: OnsiteJob...  ...planning and compliance activities for our clients, ensuring adherence to tax laws and...  ...expertise and guidance on tax implications for high-net-worth individuals (HNWI) and their... 
    High net worth

    CyberCoders

    Indianapolis, IN
    2 days ago
  •  ...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes,... 
    High net worth
    Private practice
    Work at office

    BDO USA

    Indianapolis, IN
    1 day ago
  • $162k - $190k

     ...Private Client Services Tax Senior Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes... 
    High net worth
    Private practice
    Work at office

    BDO USA

    Indianapolis, IN
    5 days ago
  • $130k - $150k

    Position OverviewWe are seeking an experienced Tax Manager to support our full service Wealth Management Firm. We are a mid-sized firm headquartered...  ...with a very strong cultureAbility to build relationships with clients & teamNot solely Compliance work - also Tax Planning and a lot... 
    High net worth
    Summer work
    Work at office
    Remote work
    2 days per week

    CyberCoders

    Indianapolis, IN
    2 days ago
  • $90k - $120k

    Tax Senior / Tax ManagerAre you ready to elevate your career with...  ...-oriented Tax Senior or Tax Manager to lead complex tax...  ...role empowers you to manage high-net-worth individual and corporate accounts...  ...deliver exceptional, proactive client service. If you thrive in a collaborative... 
    High net worth
    Work at office
    Home office

    CyberCoders

    Indianapolis, IN
    2 days ago
  • $100.35k - $205k

     ...strategic and creative federal tax professional who likes solving...  ...global and dynamic midsize clients across a variety of industries...  ...2027. What You’ll Do As a Tax Manager within the Business Tax Services...  ...tax analysis for a variety of entities and their affiliates.Managing... 
    Work at office
    Local area

    Deloitte

    Indianapolis, IN
    2 days ago
  •  ...deep roots in northeast Indiana, serving a diverse client base of closely held businesses, high-net-worth individuals, and multi-generational family...  ...continues to grow. We are adding a Trust, Gift and Estate Tax Manager as we invest in the long-term future of this... 
    High net worth
    Work at office
    Remote work

    CyberCoders

    Indianapolis, IN
    4 days ago
  •  ...industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and...  ...delivers actionable insights to help clients anticipate what is next and discover new...  ...CPA or equivalent certificationAbility to manage all aspects of client engagementsDemonstrated... 
    Work at office
    Local area

    CBIZ

    Indianapolis, IN
    2 days ago
  •  ...opportunities every day, for our clients, our people, and our...  ...wealth advisory, digital, audit, tax, consulting, and outsourcing services...  ...seeking a Tax Director or Manager to join our Indianapolis Tax practice...  ...’re ready to join a team of high-performing people.You have a... 
    Full time

    CliftonLarsonAllen

    Indianapolis, IN
    12 hours ago
  •  ...and expertise in accounting, tax, advisory, benefits, insurance...  ...delivers actionable insights to help clients anticipate what is next and...  ...certificationAbility to manage all aspects of client engagementsAbility...  .... In addition to leading high-impact engagements, you'll... 
    Work at office
    Local area

    CBIZ

    Indianapolis, IN
    2 days ago
  • $100.06k - $157.2k

     ...proudly providing Accounting and Advisory services to our clients for over 70 years. We are seeking a Tax Manager for our Indianapolis location with experience in...  ...location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus... 
    Full time
    Work experience placement
    Local area

    Cherry Bekaert

    Indianapolis, IN
    12 hours ago
  • $100.06k - $162.1k

     ...innovative and sophisticated advisory, assurance and tax services to our clients. As a Tax Manager supporting our Not-For-Profit industry, you will serve...  ...geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus,... 
    Full time
    Work experience placement
    Local area
    Remote work
    Relocation

    Cherry Bekaert

    Indianapolis, IN
    12 hours ago
  • DescriptionWe are looking for an experienced indirect tax specialist to lead indirect tax activities for our client's North American operations. This role is...  ...The position also plays an important part in audit management, process oversight, and identifying opportunities... 
    Work at office
    Local area

    Robert Half

    Indianapolis, IN
    2 days ago
  •  ...ServiceRyan is growing our Federal Income Tax Consulting practice—focused on Accounting...  ...at the Director and/or Senior Manager levels who are currently working in public...  ...income tax consulting services to corporate clients. Depending on level, you may lead, manage... 
    Full time
    Flexible hours

    Ryan, LLC

    Indianapolis, IN
    12 hours ago
  •  ...is expanding and growing our Employment Tax Practice in both Employment Tax Consulting...  ...all levels - Consultant, Sr. Consultant, Manager and Senior Manager. We are also considering...  ..., and tax advisory services for assigned clients. The team maintains existing client... 
    Full time
    Local area

    Ryan, LLC

    Indianapolis, IN
    12 hours ago
  • $100.35k - $205k

     ...consulting services to individual clients and their trusts, estates,...  ...providing solutions to complex tax issues? Do you not only know what...  ...1, 2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of... 
    Private practice
    Work at office
    Local area

    Deloitte

    Indianapolis, IN
    12 hours ago
  •  ...A growing wealth advisory and tax firm is looking to add a Senior Tax Manager to their leadership team. This role...  ...mentoring staff, building strong client relationships, and playing a key role...  ...• Hybrid work schedule • Highly collaborative leadership team and... 

    gpac

    Indianapolis, IN
    4 days ago
  •  ...Description #LI-AE1 #LI-Hybrid Responsibilities CBIZ is seeking a Tax Manager to join our Indianapolis office. In this leadership role, you will serve as a trusted advisor to clients, providing strategic tax guidance while leading engagement teams and... 
    Work at office
    Local area

    CBIZ

    Indianapolis, IN
    5 days ago
  •  ...Tax Manager A CPA-certified tax professional with at least four years of public accounting...  ...providing technical expertise, superior client service, and leadership in a fast-paced,...  ...environment. A collaborative, inclusive, high-integrity culture focused on professional... 
    Full time
    Immediate start

    Staff Financial Group

    Indianapolis, IN
    3 days ago
  • $100k - $130k

     ...Tax Manager Salary: $100,000 - $130,000 Why This Opportunity Stands Out: • Clear succession...  ...opportunity to inherit an established client book and grow your influence. •...  ...• Demonstrated ability to manage a high-volume workload of 200+ returns or engagements... 

    Creative Financial Staffing

    Indianapolis, IN
    1 day ago
  •  ...the top 50 largest independent advisory, tax, and audit firms in the United States. But...  ...– where you have the flexibility to manage your time, the resources to grow, and a team...  ...just to the firm, but to your colleagues, clients, and the communities we serve across the... 
    Contract work
    Work at office

    Katz, Sapper & Miller

    Indianapolis, IN
    3 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 1305 E 86th Street...  ...current clients; effectively managing internal and external...  ...Key. Education High School Diploma, GED, or...  ...planning, and tax optimization. This role...  ...relationships with high-net-worth clients, providing personalized... 
    High net worth
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Indianapolis, IN
    1 day ago
  •  ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting...  ...of business development initiatives. This role is highly client-facing and will be evaluated based on the... 

    Confidential

    Indianapolis, IN
    5 days ago
  • $124k - $335k

     ...A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas... 
    H1b
    Local area
    Overseas

    PwC

    Indianapolis, IN
    1 day ago
  •  ...About Rockefeller Capital Management Rockefeller Capital Management was established...  ...to offer strategic advice to ultra- and high-net-worth individuals and families, institutions,...  ...London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position... 
    High net worth
    Work at office
    Local area

    Rockefeller Financial

    Carmel, IN
    4 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Greenwood, Indiana, to provide comprehensive financial planning and investment...  ...to individuals and families. With a focus on relationship management, the ideal candidate will have at least two years of experience... 

    Aumni

    Greenwood, IN
    3 days ago
  • $70k

     ...We are seeking an experienced Client Service Associate who wants...  ...experience and serve as a relationship manager for complex client and...  ...contact for clients, delivering high-touch service experience and...  ...~ Experience supporting high-net-worth or ultra-high-net-worth clients... 
    High net worth
    Full time
    Work at office

    Windward Recruiting

    Indianapolis, IN
    1 day ago
  •  ...trusted advisor to a diverse portfolio of clients, providing strategic tax planning, consulting, and compliance...  ...integrated solutions for clients. Manage multiple client engagements...  ...balancing priorities while maintaining high-quality work product. Participate in... 
    Local area

    Jobtailor

    Indianapolis, IN
    2 days ago
  • $104.6k - $217.8k

     ...side by side with a range of clients from our most venerable institutions...  ...Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ...practice provides specialized tax technical services to U.S. and...  ...information. EY focuses on high-ethical standards and... 
    Full time
    Summer holiday
    Local area
    Flexible hours

    EY

    Indianapolis, IN
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager- Entities and HNW (high net worth) Clients. Be the first to apply!