Agresta, Storms & O’Leary, PC (“ASO”) is a leading full-service CPA firm located in Central and Southern Indiana with offices in Columbus, Seymour, Indianapolis, Greensburg, Batesville, and Martinsville. Our Firm was founded in 2009 with a goal to combine superior professionals and leading-edge technology to provide our clients with exceptional service as they move through their many business challenges and transitions.

We are equally committed to our associates and strive to create a culture where employees feel valued, challenged, and rewarded. ASO offers excellent benefits, including paid time off, health and dental insurance, 401k match as well as dress for your day.

ASO is seeking an experienced Tax Manager.  The successful candidate should thrive at delivering excellent client service and have a strong business acumen and proven leadership capabilities.

OBJECTIVE: The Tax Manager performs oversight of the day-to-day tax and advisory services while working as a business liaison with clients. Additionally, the Tax Manager handles tax engagements through reviewing client data, understanding legislative updates and preparing/reviewing client tax returns. The Tax Manager supports the Firm's goals and values through all professional communications and strong working relationships. He or She will be responsible for supervising and training less experienced Staff or Senior Accountants, as well as Acts as a mentor to entry level Staff and/or Accountants on an informal basis. Positions available in Batesville, Columbus, Greensburg, and Indianapolis Indiana offices.

BENEFITS:

• Competitive salary
• 50–60-hour work week during busy season
• Dress for your Day
• 18 days of PTO plus holidays, with additional time off negotiable outside of busy season
• Hybrid schedule
• Flexible offseason schedule – 1 free week of PTO for 2023 during July 4^th week
• Health/Dental Insurance
• Employer 401(k) match

CLIENT SERVICE

• Works on various tax returns (individuals, trusts, partnerships, corporations, and non-profit returns) under direct supervision of a supervisor or designee (depending on the size of the engagement, the supervisor could be another Manager).
• Prepares and reviews tax returns and client data following the Firm policies and procedures.
• Reviews accounting data and financial statements working within budgets guidelines.
• Identify and research tax questions, including tax savings opportunities.
• Become familiar with the Firm's policies, procedures, manuals, forms and relevant software.
• Assist other team members with client management such as gathering tax information, research of tax problems, recommendations for business and process improvement.
• Continuous learner developing job knowledge of client operations, processes, business objectives as well as federal and state tax issues.
• Direct communication with clients
• Other duties as assigned.

Minimum Qualifications

• Bachelor’s or master’s degree
• 5+ years’ experience of public accounting experience
• 3+ years accounting supervisory/managerial experience.
• Solid technical accounting knowledge
• Experience with Microsoft Office Suite
• Tax return preparation (1040, 1065, 1120, 990) experience
• Computer savvy; embrace and learn new technology with ease.

Preferred Qualifications

• CPA Certification preferred, but not required.
• Tax return review (1040, 1065, 1120, 990) experience
• QuickBooks expertise
• Experience with CCH products preferred but not required

About Agresta, Storms & O'Leary, PC

Agresta, Storms & O’Leary, PC features associates with varied financial backgrounds that include years of experience with varying sizes of CPA firms and large international corporations. Our Firm was founded in 2009 with a common goal of combining superior professionals and leading-edge technology to provide our clients with superior professional service as they move through their many business challenges and transitions.

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