1

Tax Planning Manager Jobs in Indiana (NOW HIRING)

Manager, Tax

Indianapolis, IN · On-site

$106K - $139K/yr

Communicate clearly and effectively through client emails, technical memos, and planning documents ... Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop ...

Tax Manager

Noblesville, IN · On-site

$89K - $124K/yr

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Tax Manager who is a talented Tax Planner/Preparer (CPA or Enrolled Agent) with strong leadership values and a client ...

Tax Manager

Noblesville, IN · Hybrid

$94K - $120K/yr

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Tax Manager who is a talented Tax Planner/Preparer (CPA or Enrolled Agent) with strong leadership values and a client ...

Tax Manager

Noblesville, IN · Hybrid

$94K - $120K/yr

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Tax Manager who is a talented Tax Planner/Preparer (CPA or Enrolled Agent) with strong leadership values and a client ...

Tax Manager

New Albany, IN · On-site

$70 - $90/hr

We are looking for a tax professional to manage the day-to-day responsibilities for tax return preparation including client interviews, staff supervision, review, planning, and research for ...

Tax Manager

New Albany, IN · On-site

$102K - $134K/yr

We are looking for a tax professional to manage the day-to-day responsibilities for tax return ... Develop tax planning ideas and communications to clients * Assist in firm administrative functions ...

Manager, Tax

Indianapolis, IN · Hybrid

$106K - $139K/yr

Support and manage tax team members by sharing technical expertise, assisting with training, and ... Communicate clearly and effectively through client emails, technical memos, and planning documents

Manager, Tax

Indianapolis, IN · On-site

$106K - $139K/yr

Support and manage tax team members by sharing technical expertise, assisting with training, and ... Communicate clearly and effectively through client emails, technical memos, and planning documents

Manager, Tax

Indianapolis, IN · Hybrid

$106K - $139K/yr

Support and manage tax team members by sharing technical expertise, assisting with training, and ... Communicate clearly and effectively through client emails, technical memos, and planning documents

Tax Manager

South Bend, IN · On-site

$109K - $142K/yr

Tax Manager Position Overview Location: South Bend, in office full time Our client is seeking an ... Support tax planning initiatives and ensure regulatory compliance. * Oversee sales and use tax ...

Our focus is to deliver significant value through Tax Planning and Compliance, Trusts & Estate planning, Accounting and Auditing, Entertainment and Business Management, and Business Advisory and ...

next page

Showing results 1-20

Tax Planning Manager information

See Indiana salary details

$52.3K

$123.1K

$167.5K

How much do tax planning manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for tax planning manager in Indiana is $123,101.00, according to ZipRecruiter salary data. Most workers in this role earn between $105,600.00 and $138,500.00 per year, depending on experience, location, and employer.

What does a tax planning manager do?

A Tax Planning Manager oversees the development and implementation of strategies to minimize a company's or individual's tax liabilities while ensuring compliance with tax laws and regulations. They analyze financial data, stay updated on tax legislation, and advise management or clients on the best ways to structure transactions and operations for tax efficiency. Additionally, they may supervise tax staff, coordinate with external auditors, and prepare or review tax returns. Their goal is to optimize tax outcomes and reduce risks related to tax compliance.

What are the key skills and qualifications needed to thrive as a tax planning manager?

To thrive as a Tax Planning Manager, you need a deep understanding of tax laws, strong analytical skills, and typically a degree in accounting, finance, or a related field, often supported by CPA or similar certification. Proficiency with tax software such as CCH Axcess, Thomson Reuters, and advanced Excel skills is highly valuable. Outstanding communication, attention to detail, and strategic thinking set top performers apart in this role. These skills are crucial for minimizing tax liabilities, ensuring compliance, and providing valuable guidance to clients or organizations.

What are some common challenges faced by a tax planning manager, and how can they be effectively managed?

Tax Planning Managers often face challenges such as staying updated with frequently changing tax laws, managing complex client portfolios, and ensuring compliance across multiple jurisdictions. These challenges can be effectively managed by committing to ongoing professional development, leveraging tax software for automation and accuracy, and fostering strong communication with both clients and internal teams. Collaborating closely with legal, finance, and audit departments also helps in identifying potential risks early and implementing proactive solutions.

What is the difference between Tax Planning Manager vs Tax Accountant?

AspectTax Planning ManagerTax Accountant
CertificationsCPA or EA often preferredCPA or EA often preferred
Work EnvironmentStrategic planning, advising clients or companiesPreparing tax returns, compliance, and reporting
Industry UsageUsed in corporate, consulting, and accounting firmsCommon in accounting firms, corporate finance, and small businesses
Primary FocusTax strategy, planning, and minimizing liabilitiesTax preparation, compliance, and reporting

The main difference between a Tax Planning Manager and a Tax Accountant lies in their focus. The Tax Planning Manager concentrates on developing tax strategies and advising clients or organizations to optimize tax liabilities. In contrast, the Tax Accountant primarily handles preparing tax returns and ensuring compliance. Both roles often require similar certifications and work in related environments, but their core responsibilities differ significantly.

Is a tax planning manager a stressful job?

A tax planning manager often faces stress during peak tax seasons due to tight deadlines and complex regulations. The role requires strong analytical skills, attention to detail, and the ability to manage multiple client accounts, which can contribute to a high-pressure environment. However, workload and stress levels can vary depending on the organization and workload management practices.

What are the most commonly searched types of Tax Planning jobs in Indiana?

The most popular types of Tax Planning jobs in Indiana are:

What are popular job titles related to Tax Planning Manager jobs in Indiana?

For Tax Planning Manager jobs in Indiana, the most frequently searched job titles are:

What cities in Indiana are hiring for Tax Planning Manager jobs?

Cities in Indiana with the most Tax Planning Manager job openings:

Infographic showing various Tax Planning Manager job openings in Indiana as of June 2026, with employment types broken down into 76% Full Time, 3% Part Time, and 21% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $123,101 per year, or $59.2 per hour.

$106K - $139K/yr

Other

Posted 17 days ago


Cetera Financial Group rating

8.3

Company rating: 8.3 out of 10

Based on 26 frontline employees who took The Breakroom Quiz


Job description

Job Description
This is a unique community within Cetera Holdings, and we are seeking a Manager, Tax Practice an experienced CPA or Enrolled Agent who thrives on collaboration, leadership, and client impact. In this role, you'll help guide our growing tax team, work hand-in-hand with wealth advisors, and deliver thoughtful tax planning and compliance strategies that support our clients' broader financial goals. If you're ready to lead with purpose, grow with a dynamic team, and help shape a more connected client experience, we'd love to connect.
What You'll Do:
  • Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment
  • Work alongside wealth advisors to help implement tax strategies that complement clients' broader financial plans
  • Build strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needs
  • Review and sign complex tax returns-individual, fiduciary, and small business-with attention to accuracy and alignment with client goals
  • Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
  • Contribute to process improvements by identifying efficiencies and supporting the adoption of new tools and workflows
  • Communicate clearly and effectively through client emails, technical memos, and planning documents
  • Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding

What You Need to Have:
  • Active CPA or EA license is required
  • Five to seven (5-7) years of recent experience in public accounting, with a focus on preparing federal individual, fiduciary, and small business tax returns (C-Corp, S-Corp, Partnerships)
  • Ability to work and deliver the quality product under tight timeframes
  • Excellent communication skills must be a team player
  • Strong analytical skills
  • Proficiency in Microsoft Office
  • Experience in tax software

What's Nice to Have:
  • A Master's Degree in Taxation or MBA is preferred
  • Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates preferred

Travel Requirements: Up to 5%
Compensation:
The base salary range for this role in Indianapolis, IN is $123,000- $163,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid

What Cetera Financial Group employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom