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Tax Planning Jobs in Indiana (NOW HIRING)

Cetera Financial Group, Inc.

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 ...

Cetera

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 ...

Cetera Financial Group, Inc.

Manager, Tax

Indianapolis, IN · On-site

$106K - $139K/yr

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 ...

Cetera

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 ...

Monroe Shine & Co.

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 ...

Jobtailor

Senior Tax Manager

Indianapolis, IN · On-site

$120 - $180/hr

Serve as a trusted advisor to a diverse portfolio of clients, providing strategic tax planning, consulting, and compliance services. * Lead the delivery of complex tax engagements while maintaining ...

Monroe Shine & Co.

Tax Manager

New Albany, IN · On-site

$102K - $134K/yr

Develop tax planning ideas and communications to clients * Assist in firm administrative functions as assigned by shareholders * Analyzing local, state, and federal tax laws and communicate changes ...

Cetera

Manager, Tax

Indianapolis, IN · Hybrid

$106K - $139K/yr

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 ...

Cetera Financial Group, Inc.

Manager, Tax

Indianapolis, IN · On-site

$106K - $139K/yr

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 ...

Cetera

Manager, Tax

Indianapolis, IN · Hybrid

$106K - $139K/yr

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 ...

Simons Bitzer & Associates

Be Seen First

Tax Department Manager

Indianapolis, IN · On-site

$120K - $140K/yr

Review tax planning opportunities and assist clients in implementing appropriate strategies. * Assist with complex tax engagements, special projects, IRS and state tax matters, and other technical ...

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Tax Planning information

See Indiana salary details

$52.3K

$123.1K

$167.5K

How much do tax planning jobs pay per year?

As of Aug 30, 2026, the average yearly pay for tax planning 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 job involve?

A Tax Planning job involves analyzing an individual’s or a company's financial situation to minimize tax liabilities while remaining compliant with laws. Professionals in this role assess deductions, credits, and tax-efficient investment strategies. They also stay updated on tax regulations to provide strategic advice and ensure optimal tax savings.

What are some common challenges faced in a tax planning role?

Professionals in Tax Planning often face the challenge of keeping up-to-date with frequently changing tax laws and regulations, requiring continuous learning and adaptability. Managing multiple client portfolios with complex financial profiles can also be demanding, as each situation may require tailored strategies and solutions. Additionally, working closely with clients and other professionals such as auditors or financial planners necessitates excellent organizational and interpersonal skills. Overcoming these challenges helps tax planners deliver valuable, compliant, and innovative solutions to their clients.

What are the key skills and qualifications needed to thrive in tax planning, and why are they important?

To thrive in Tax Planning, you need a solid background in accounting or finance, a deep understanding of tax laws and regulations, and preferably credentials such as a CPA or Enrolled Agent designation. Proficiency with tax preparation software, spreadsheets, and research databases is typically required. Strong analytical thinking, attention to detail, and effective communication skills are key soft skills for success in this field. These abilities are crucial for ensuring clients comply with tax obligations while optimizing their financial position and minimizing liabilities.

How do I become a tax planner?

To become a tax planner, you typically need a bachelor's degree in accounting, finance, or a related field, along with strong knowledge of tax laws and regulations. Gaining experience through internships or entry-level accounting roles is common, and obtaining certifications such as the Certified Tax Planner (CTP) or Enrolled Agent (EA) can enhance credibility. Proficiency with tax software and ongoing education are important for success in this role.

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 jobs in Indiana?

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

What job categories do people searching Tax Planning jobs in Indiana look for?

The top searched job categories for Tax Planning jobs in Indiana are:

Tax Planning jobs near you
Infographic showing various Tax Planning job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $123,101 per year, or $59.2 per hour.

Tax Manager

Noblesville, IN • On-site

Cetera Financial Group, Inc.
Finance and Insurance • 1 - 5K employees

8.3

Company rating: 8.3 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Recommended by parents

Learn more about Cetera Financial Group, Inc.external

$89K - $124K/yr

Full-time

Posted 24 days ago

Job description


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-centric mindset, who will contribute to the growth and direction of our dynamic tax team. You will work alongside our national tax team to develop and scale our domestic tax preparation, compliance, and tax planning offering while partnering with our wealth team with the goal of creating a more holistic and comprehensive solution for clients through the creation of interdependency between these two complementary service lines. This will be a hybrid role in our Noblesville, IN, United States office location.
What you will be doing:
  • Preparation of Federal and state income tax returns for individuals, partnerships, corporations, and trusts.
  • Review and analysis of tax laws and regulations to ensure compliance with government regulations.
  • Apply functional knowledge to understand potential tax issues and participate in tax planning.
  • Assist with identifying and implementing tax savings strategies for clients.
  • Communicate with clients to gather necessary information and to explain tax laws and regulations.
  • Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.
  • Train junior tax associates in preparing tax returns for clients based on accepted company standards.
  • Ensure tax associates are completing required continuing education, as required, based on designations and certifications
  • Conduct oversight on tax work conducted by Tax Associates to ensure work product meets professional and ethical standards
  • Revise company processes and procedures to ensure a consistent tax client experience and achievement of predetermined service levels.
  • Monitor Key Performance Indicators for tax business and coach team members to greater achievement.
  • Develop and edit correspondence (IRS or otherwise), memoranda, and other client deliverables as needed.
  • Continuous learning to keep up to date with changes in tax laws and regulations.
  • Partner with Avantax Planning Partner FPCs and FSAs to identify Wealth Management opportunities.
    Role-Specific Expectations
  • A significant portion of the client work involves in-person collection and delivery of tax documents, so strong interpersonal and client service skills are important.

What you will need to have:
  • Bachelor's degree in accounting, Finance, or equivalent relevant work experience.
  • Enrolled Agent (EA) or CPA designation.
  • 7+ years of experience preparing federal individual and business (S-Corp; Partnerships, Trusts) tax returns.
  • Experience preparing complex tax returns (individual, trust, partnerships and corporations).
  • Demonstrated aptitude for strategic planning and execution with the ability to lead toward a growth culture.
  • Broad knowledge of state taxes including income, franchise, and transactional tax.
  • Ability to work and deliver quality products under tight tax deadlines.
  • Desire to grow as a tax professional.

What would be nice to have:
  • A Master's Degree in Taxation or MBA is (preferred)
  • Excellent communication skills
  • Must be a team player.
  • Strong analytical skills.
  • Proficient in Microsoft Office Suite

Work Schedule:
The ideal candidate will need to be onsite during tax season (approximately the last week of January through April)
After tax season, the schedule will transition to a hybrid arrangement of three days in the office and two days remote on a consistent, set schedule.
Travel Requirements: Some travel could be required.
Compensation: The base salary range for this role in Noblesville, IN, United States is $94,000 - $120,000. 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.
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