Remote Financial Advisor Trainee Jobs in Indiana

Title: Senior Tax Manager
Location: Fully Remote
OPPORTUNITY OVERVIEW
Agresta, Storms & O'Leary, PC (ASO) is a full-service CPA firm with offices across central and southern Indiana and approximately 40 full-time professionals. The firm provides assurance, tax, business consulting, and entrepreneurial accounting services to a diverse client base that includes closely held and entrepreneurial businesses, nonprofits, government-regulated entities, manufacturers, construction firms, service organizations, and individuals. ASO is seeking a seasoned tax professional at the Senior Manager level to join and strengthen its tax leadership team. This is a high-visibility role with a clear and accelerated path to partnership for the right candidate.
ASO has multiple office locations across Indiana, and while Batesville and Greensburg are the preferred home base, the firm is open to seating this role at any of its offices. The firm is located within approximately one hour of the Cincinnati metro area, offering access to a broader talent pool and metropolitan amenities while maintaining a community-oriented practice environment.
WORK ARRANGEMENT
This role is a fully remote position. Occasional travel may be required.
KEY RESPONSIBILITIES
• Serve as the firm's primary technical tax resource, providing expert guidance on complex tax matters across a diverse client base
• Review approximately 450-550 tax returns annually; preparation is handled at more junior levels (less than 10% personal preparation work)
• Act as a sounding board for accounting-related questions from staff and managers
• Manage and develop 1-2 Tax Managers, fostering professional growth and ensuring quality standards
• Maintain strong, direct relationships with clients in a highly client-facing role requiring excellent communication and advisory skills
• Sign off on tax returns with full authority, with increasing autonomy as trust is established (or immediately for qualified candidates)
• Collaborate with firm leadership on technical matters, process improvement, and maintaining the firm's reputation for excellence
REQUIRED QUALIFICATIONS
• Active CPA license (required)
• 10-15+ years of progressive public accounting experience
• Exceptional technical tax acumen with the ability to serve as a confident, go-to resource for the firm's tax practice
• Demonstrated ability to manage teams and develop talent
• Strong client-facing skills with a track record of building trusted advisor relationships
• Accounting knowledge sufficient to serve as a resource for staff questions
• Partnership-heavy tax experience preferred; industry agnostic
PREFERRED QUALIFICATIONS
• Experience with CCH tax software environment (or demonstrated ability to learn new platforms quickly)
• Experience in a leadership or practice-area leadership capacity
• Readiness to take on increasing responsibility with a trajectory toward partnership
WHAT ASO OFFERS
• Clear and accelerated path to partnership for high performers
• No requirement to bring a book of business; ample existing client work and organic growth opportunities
• Primary focus on technical execution and client service. This is not a rainmaker role, though client relationship development is valued as the practice continues to grow
• A trust-based, output-driven culture where leadership measures results, not keystrokes. Top performers are given real autonomy, flexibility around personal commitments, and the latitude to manage their own schedules
• Hybrid work schedule with a flexible offseason schedule
• Dress for Your Day policy
• Competitive PTO package plus holidays, with additional time off negotiable outside of busy season
• Health and dental insurance
• Employer 401(k) match
• Performance-based bonus opportunity
• A collaborative, family-friendly environment that genuinely respects work-life balance without sacrificing professional standards
• Competitive compensation with partnership economics discussed during the interview process
COMPENSATION & HOURS
Compensation is commensurate with experience, qualifications, and the value the candidate brings to the practice. The firm offers a competitive base salary, performance-based bonus structure, and a clearly defined equity partnership path. Full details will be discussed during the interview process.
Expected billable hours in the range of 1,400-1,600 annually (2,300-2,400 total hours), consistent with senior leadership expectations.
ABOUT ASO
Agresta, Storms & O'Leary, PC is a full-service CPA firm with offices in Batesville, Columbus, Greensburg, Indianapolis, Martinsville, and Seymour, Indiana. Founded in 2009, the firm was built by partners with backgrounds spanning national CPA firms, regional practices, and corporate finance, all united by a common goal: combining superior professionals and leading-edge technology to deliver exceptional client service.
ASO serves a diverse client base across closely held and entrepreneurial businesses, nonprofits, government-regulated entities (including HUD and Uniform Guidance), manufacturing, construction, wholesale and distribution, service organizations, employee benefit plans, and individuals. The firm's core service lines include assurance, tax, business consulting, and entrepreneurial accounting services, including CFO services, M&A assistance, and cost management consulting.
Guided by its commitment to quality, service, and ethics, ASO is a customer-centric firm that values long-term relationships, professionalism, and continuous improvement. The firm is equally dedicated to its associates, fostering a culture where employees feel valued, challenged, and rewarded.
At ASO, we believe great work happens when people feel welcomed, respected, and supported. We value diverse backgrounds and perspectives and encourage everyone to show up as their authentic selves.
Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.
To all staffing agencies: ASO does not utilize 3rd party firms for positions. Please be advised, ASO is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become property of ASO & Windsor Path.