Tax Manager
$130k - $150kDelta Wealth Advisors
Lead Advisor I (Wealth Management Firm) (Tax Manager Equivalent)
We are seeking an experienced Tax Manager to support our full service Wealth Management Firm. We are a mid-sized firm headquartered in beautiful Indianapolis, and are an up and coming firm in the Wealth Management space. We are a very progressive and tech-forward company, offering a broad range of services for business owners, executives, and independent professionals and families.
We strive to keep a family-like culture where our employees feel valued and are able to pursue career growth opportunities. We are looking to hire a Future Leader for our firm. Due to our continued growth we are excited to be adding a Lead Advisor I (Tax Manager Equivalent) to our team! If you are interested, please apply today.
Top Reasons to Work With Us
- Hybrid Work (2 Days a Week in Office)
- Option for Fully Remote if not close to Indy. Quarterly visits are comp'd.
- Looking to Promote from within
- Opportunity to work for a People-Focused firm with a very strong culture
- Ability to build relationships with clients & team
- Not solely Compliance work - also Tax Planning and a lot of Client Engagement
Qualifications
Required:
- Active CPA or EA
- Minimum 5-7+ years of Public Accounting Experience
- Must currently be a Tax Manager (or Supervisor) at a Public Accounting Firm or Wealth Management Firm
- Experience with HNWI/Flow-through Entities
Nice to Have:
- Master's in Taxation or Accounting
- Experience with clients in multiple industries
- Strong Tenure
Benefits
- Competitive Salary: $130k - $150k++ (DoE)
- Full Benefits - Medical, Dental, Vision
- Capped busy season hours (60-65 hours)
- Half Day Summer Fridays May-September
- Better Work-Life Balance than traditional CPA firm
- Hybrid/Remote flexibility
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Vacancy posted 1 day ago
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