Tax Preparer / Client Manager
Tax Advisor / Client Relationship ManagerWhere Great Work Meets a Great LifeLocation: Monticello or Logansport, IN (flexible hybrid schedule)Compensation: $70,000-$90,000 base + annual performance bonus + full benefits (medical, dental, vision, 401(k) match, life & disability insurance)Make a Difference Beyond the NumbersAt Baker Milligan, our mission goes far beyond filing returns -- we partner with business owners and families to help them grow with confidence. We're a tight-knit team that values integrity, collaboration, and the kind of service that makes clients feel supported year-round.We're looking for a Tax Advisor / Client Relationship Manager who's ready to take ownership of their client relationships and make an impact in a firm that believes in balance, not burnout.What You'll DoManage and advise a portfolio of small business, partnership, and individual clientsPrepare and review federal and state tax returns (individual, partnership, and corporate)Deliver thoughtful, proactive tax planning throughout the yearServe as a trusted advisor and point of contact for clientsCollaborate closely with a supportive team that celebrates shared successWhy This Role Stands OutBalanced Workload - Sustainable pace (around 1,800 hours annually) with flexibility built in.Meaningful Relationships - You'll actually get to know your clients -- not just their tax IDs.Professional Growth - A clear path toward manager-level responsibility and leadership.Rooted & Reliable - A well-established firm with strong community connections and values.What You Bring3+ years of public accounting or tax experience (CPA or EA preferred)Strong background in preparing and reviewing business and individual returnsExcellent communication and relationship-building skillsA desire to grow your career while maintaining a healthy work-life balanceThe PerksBase salary: $70,000-$90,000Up to $25,000 in annual incentivesComprehensive benefits: health, dental, vision, and 4% 401(k) matchGenerous PTO, paid CPE, and full short/long-term disability coverageA culture that respects your time, values your input, and celebrates your successReady to Love Tax Season Again?If you're looking for a firm that values relationships as much as results -- and clients who genuinely appreciate your guidance -- let's connect.Apply today and discover what it feels like to do meaningful work with a team that truly cares.