What are the responsibilities and job description for the Tax Preparer / Client Manager position at Baker Milligan CPAs?
Tax Advisor / Client Relationship Manager
Where Great Work Meets a Great Life
Location: Monticello or Logansport, IN (flexible hybrid schedule)
Compensation: $70,000-$90,000 base annual performance bonus full benefits (medical, dental, vision, 401(k) match, life & disability insurance)
Make a Difference Beyond the Numbers
At Baker Milligan, our mission goes far beyond filing returns -- we partner with business owners and families to help them grow with confidence. We're a tight-knit team that values integrity, collaboration, and the kind of service that makes clients feel supported year-round.
We're looking for a Tax Advisor / Client Relationship Manager who's ready to take ownership of their client relationships and make an impact in a firm that believes in balance, not burnout.
What You'll Do
Balanced Workload - Sustainable pace (around 1,800 hours annually) with flexibility built in.
Meaningful Relationships - You'll actually get to know your clients -- not just their tax IDs.
Professional Growth - A clear path toward manager-level responsibility and leadership.
Rooted & Reliable - A well-established firm with strong community connections and values.
What You Bring
If you're looking for a firm that values relationships as much as results -- and clients who genuinely appreciate your guidance -- let's connect.
Apply today and discover what it feels like to do meaningful work with a team that truly cares.
Where Great Work Meets a Great Life
Location: Monticello or Logansport, IN (flexible hybrid schedule)
Compensation: $70,000-$90,000 base annual performance bonus full benefits (medical, dental, vision, 401(k) match, life & disability insurance)
Make a Difference Beyond the Numbers
At Baker Milligan, our mission goes far beyond filing returns -- we partner with business owners and families to help them grow with confidence. We're a tight-knit team that values integrity, collaboration, and the kind of service that makes clients feel supported year-round.
We're looking for a Tax Advisor / Client Relationship Manager who's ready to take ownership of their client relationships and make an impact in a firm that believes in balance, not burnout.
What You'll Do
- 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
Balanced Workload - Sustainable pace (around 1,800 hours annually) with flexibility built in.
Meaningful Relationships - You'll actually get to know your clients -- not just their tax IDs.
Professional Growth - A clear path toward manager-level responsibility and leadership.
Rooted & Reliable - A well-established firm with strong community connections and values.
What You Bring
- 3 years of public accounting or tax experience (CPA or EA preferred)
- 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
- Base salary: $70,000-$90,000
- Up to $25,000 in annual incentives
- Comprehensive benefits: health, dental, vision, and 4% 401(k) match
- Generous PTO, paid CPE, and full short/long-term disability coverage
- A culture that respects your time, values your input, and celebrates your success
If you're looking for a firm that values relationships as much as results -- and clients who genuinely appreciate your guidance -- let's connect.
Apply today and discover what it feels like to do meaningful work with a team that truly cares.
Salary : $70,000 - $90,000