Tax Manager

CBIZ

Tax Manager providing strategic tax guidance and leading engagement teams at CBIZ. Responsible for client relationships, technical tax work, and practice growth.

Posted 7/31/2026full-timeIndianapolis • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax strategy development, client relationship management, and team leadership, with a strong focus on delivering value and operational excellence. Proficient in navigating complex tax regulations and providing actionable insights to clients.

Highest-signal resume keywords

Active CPA CertificationClient Engagement ManagementTax Strategy DevelopmentSupervisory ExperienceTax Return Review

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ResearchTax ComplianceFederal Tax ReturnsState Tax ReturnsLocal Tax ReturnsTax-Saving OpportunitiesProcess ImprovementBudget ManagementRegulatory KnowledgeTechnical Excellence

Soft Skills

Relationship ManagementCommunication SkillsMentoringStrategic ThinkingCollaboration

Tools & Technologies

Tax SoftwareData Analysis ToolsClient Management SystemsCollaboration PlatformsOperational Excellence Tools

Certifications & Qualifications

CPA CertificationBachelor's Degree

Industry Keywords

Public AccountingTax LegislationBusiness DevelopmentClient SolutionsEntrepreneurial Companies

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States.
CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.