Tax Preparer / Client Manager Job at BakerMilligan, Monticello, IN

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  • BakerMilligan
  • Monticello, IN

Job Description

Job Description

Job Description

Tax Preparer / Client Manager Build Relationships, Not Just Returns

Location: Monticello & Logansport, IN (Flexible in-office schedule)

Compensation: $70,000 - $90,000 base + Annual Bonus + health, dental, vision, 401(k) match (4%), Life Insurance, Short & Long-Term Disabvility Insurance

Work with Clients Who Truly Value Your Expertise

At Baker Milligan , we believe in more than just tax returns- we build long-term partnerships that help entrepreneurs and family businesses thrive.

We're looking for a Tax Preparer/Client Manager who wants to grow their career while working in a values-driven, relationship-focused firm.

Unlike large firms, we prioritize quality over volume . You'll have the time and resources to truly serve your clients, provide proactive tax planning, and develop trusted relationships- without the 2,300+ hour grind.

What You'll Do
  • Manage a diverse portfolio of small businesses, partnerships, and individuals
  • Prepare & review corporate, partnership, and individual returns
  • Provide proactive tax planning before year-end
  • Build trusted client relationships- listening, advising, and adding value
  • Collaborate with a supportive team who cares about your growth
Why You'll Love Working Here

Balanced Workload: About 1,800 hours/year sustainable hours with flexible scheduling

Meaningful Relationships: Know your clients personally & see your work make an impact

Career Growth: Clear path to Manager-level responsibility

Stability & Trust: Long-standing firm with deep ties to the community

We live by continuous improvement, integrity, and proactive service for our clients and for each other.

Who We're Looking For
  • 3+ years of public accounting experience (CPA/EA preferred)
  • Strong tax prep experience (C-Corp, S-Corp, Partnerships, 1040s)
  • A client-first mindset with excellent communication skills
  • Someone who values quality of life + professional growth
Compensation & Benefits
  • $70,000 - $90,000 base salary
  • Up to $25,000 in performance incentives
  • Health, dental, vision, and 401(k) match
  • Paid PTO & CPE
  • ST & LT Disability
  • Genuine work-life balance
Ready for a better way to practice accounting?

If you want to work with a team that values relationships over transactions and clients who appreciate your expertise, we'd love to talk.

Apply now and let's build something meaningful together!

Job Tags

Temporary work, Work at office, Flexible hours,

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