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Agresta, Storms & O’Leary

Tax Manager

Full-TimeUpdated on 10/23/2026
No salary listed
Senior, Expert
Indianapolis, IN, USA+5 moreMore locations: Martinsville, IN, USA | Batesville, IN, USA | Columbus, IN, USA | Greensburg, IN, USA | Seymour, IN, USA
HybridPrimarily in-office; hybrid flexibility varies with experience and performance.
AccountingTax Accounting

About the job

Requirements
  • An active Certified Public Accountant (CPA) license is required.
  • At least 8 years of progressive public accounting experience with a broad tax background is required.
  • Strong technical knowledge across individual, corporate, partnership, trust, and nonprofit tax is required.
  • Demonstrated ability to manage and develop a team is required.
  • Client-facing communication skills and a track record of building strong relationships are required.
  • Prior experience at a firm of meaningful scale and complexity is required.
Responsibilities
  • Manage and review tax engagements involving individuals, corporations, partnerships, trusts, and nonprofit organizations.
  • Prepare and review tax returns and supporting client data in accordance with firm policies, procedures, and quality standards.
  • Review accounting data and financial statements while adhering to budget and engagement guidelines.
  • Identify and research tax-related questions, including tax savings opportunities and planning strategies.
  • Serve as a primary client contact, maintaining direct communication and building trusted-advisor relationships.
  • Supervise, train, and mentor 2–3 direct reports, including senior accountants and less experienced staff.
  • Stay current on federal and state legislative changes and assess their impact on client engagements.
  • Assist team members with client management by gathering tax information, researching issues, and recommending business and process improvements.
  • Collaborate with firm leadership on engagement execution and process improvement, and help maintain the firm’s technical reputation.
Desired Qualifications
  • Experience with the CCH tax software environment, or demonstrated ability to learn new platforms quickly.
  • Supervisory experience with direct reports in a public accounting setting.
  • Familiarity with advisory services beyond compliance work.

About the company

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Agresta, Storms & O’Leary

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