Tax Manager

#LI-AE1 #LI-Hybrid

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 building strong client relationships. This is an excellent opportunity for a motivated professional who enjoys a blend of technical tax work, client consulting, team development, and practice growth.

Essential Functions and Primary Duties

• Lead impactful client engagements that blend technical expertise, strategic planning, and relationship management.
• Partner directly with entrepreneurial companies across a variety of industries, influencing key business decisions and long-term tax strategies
• Review complex federal, state, and local tax returns while maintaining a strong focus on quality, accuracy, and technical excellence.
• Research and analyze intricate tax issues, developing practical recommendations and communicating findings clearly to clients and internal stakeholders.
• Build and strengthen client relationships through regular communication, strategic guidance, and a commitment to delivering value beyond compliance.
• Identify tax-saving opportunities, risk areas, and process improvements that help clients maximize efficiency and minimize exposure.
• Collaborate with professionals across tax, audit, advisory, and consulting teams to deliver comprehensive solutions for clients.
• Mentor, coach, and develop tax professionals by providing technical guidance, performance feedback, and career development support.
• Participate in business development initiatives, including networking, proposal development, and identifying opportunities to expand client relationships.
• Stay current on evolving tax legislation, regulatory developments, and industry trends, translating changes into actionable insights for clients and teams.
• Manage engagement budgets, timelines, and staffing to ensure efficient execution and profitability.
• Contribute to a positive, collaborative culture that promotes innovation, continuous learning, and professional growth.
• Support Indianapolis market growth initiatives by developing relationships within the local business community and serving as an ambassador for the firm.
• Leverage technology and process improvements to enhance the client experience and drive operational excellence.
• Play a key role in shaping the future of the practice through leadership, strategic thinking, and a passion for delivering outstanding results.

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field

Minimum Qualifications

• Bachelor’s degree
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology