Baker Milligan CPAs · 3 weeks ago
Tax Preparer / Client Manager
Logansport, IN
Full-time
Hybrid
Mid Level
$70K/yr - $90K/yr
3+ years expBaker Milligan CPAs is a well-established firm that values integrity and collaboration, seeking a Tax Advisor / Client Relationship Manager to manage and advise a portfolio of clients. This role involves preparing and reviewing tax returns, delivering proactive tax planning, and serving as a trusted advisor, all while maintaining a balanced workload and fostering meaningful relationships.
AccountingAdviceConsultingFinanceFinancial Services
Responsibilities
Manage and advise a portfolio of small business, partnership, and individual clients
Prepare and review federal and state tax returns (individual, partnership, and corporate)
Deliver thoughtful, proactive tax planning throughout the year
Serve as a trusted advisor and point of contact for clients
Collaborate closely with a supportive team that celebrates shared success
Qualification
Required
3+ years of public accounting or tax experience
Strong background in preparing and reviewing business and individual returns
Excellent communication and relationship-building skills
A desire to grow your career while maintaining a healthy work-life balance
Preferred
CPA or EA
Benefits
Annual performance bonus
Full benefits (medical, dental, vision, 401(k) match, life & disability insurance)
4% 401(k) match
Generous PTO
Paid CPE
Full short/long-term disability coverage
Company
Baker Milligan CPAs
Baker-Milligan CPA’s was started over 35 years ago by James J.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase