Senior CPA / Managing CPA

Senior CPA / Managing CPA

Leadership & Ownership Track

Hybrid work arrangements available

Growing regional CPA firm, located in North Indiana, seeks seasoned CPA to join our firm in a senior leadership role focused on client relationship management, complex tax work, financial statement oversight, advisory services, team leadership, and near-term ownership upside .CPA to join our firm in a senior leadership role focused on client relationship management, complex tax work, financial statement oversight, advisory services, team leadership, and long-term firm succession.

Firm Highlights

• Clear near-term path to ownership and next-generation firm leadership
• 10% annual growth over each of the last 4 years, $2M revenue in 2025
• Four-day work weeks after tax season
• One of the strongest reputations in the region
• Extremely loyal and healthy client base
• Tenured core team with 10 year average tenure
• Opportunity to help lead a focused 2-year modernization effort, including shift to hybrid work model
• Direct interaction ownership throughout the interview process and in the role

Key Responsibilities

Client Leadership & Advisory

• Build and maintain trusted relationships with key clients, gaining a deep understanding of their businesses and ownership structures.
• Serve as a strategic advisor on tax, accounting, financial, and business matters.
• Assume leadership of select client relationships and identify opportunities to expand advisory services.

Tax, Accounting & Consulting

• Lead and review complex tax engagements for closely held businesses and their owners.
• Provide expertise in tax planning, entity structuring, and related advisory matters.
• Oversee financial statement and accounting engagements and support proactive, year-round client planning.

Team & Firm Leadership

• Partner with firm leadership to learn and support the firm's culture, operations, and long-term vision.
• Mentor and develop team members while fostering accountability, communication, and collaboration.
• Support recruiting, training, and organizational growth initiatives.
• Bring practical ideas from a larger firm environment while respecting the culture and relationships that make the firm successful
• Help improve tax workflow, client service processes, and operational efficiency while supporting efforts to modernize operations
• Contribute ideas and best practices that support scalable growth while preserving the firm's client-focused culture.

Required Qualifications:

• Active CPA license
• 10 years of public accounting experience
• Strong experience with closely held businesses and individual owners
• Advanced tax review and planning experience
• Proven ability to manage client relationships independently
• Strong communication, leadership, mentorship, and team-development skills
• Interest in long-term ownership and firm leadership

Preferred Qualifications:

• Current or prior role as Senior Manager, Director, Principal, or Partner-track CPA
• Business development or client expansion experience
• Experience delivering advisory, CAS, outsourced accounting, or fractional CFO-style services
• Experience helping improve workflow, processes, technology, or tax season execution

Benefits:

• Competitive base salary of $150,000-$175,000 annually plus performance-based bonus
• Comprehensive benefits package including health, dental, vision, disability and accident insurance
• SIMPLE IRA with employer match
• Potential profit-sharing or incentive structure
• Clear path toward ownership / partner-level leadership
• Long-term opportunity for equity participation
• Will consider hybrid working model (part in office, part remote) for the right candidate

This is an excellent opportunity for a senior CPA at a larger regional firm to step into a true ownership-track leadership role with one of the most respected firms in Northern Indiana. The firm has grown consistently, has a loyal client base, a tenured team, strong lifestyle advantages, and is entering a focused modernization and succession phase where the right person can have immediate influence and long-term ownership upside.

If you desire greater influence and autonomy, a more direct path to ownership, and the opportunity to help shape the future of a respected and growing regional CPA firm, submit your resume by clicking 'Apply' above.

Pay: $150,000.00 - $175,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Continuing education credits
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Opportunities for advancement
• Paid time off
• Vision insurance

Experience:

• Public accounting: 10 years (Preferred)

License/Certification:

• CPA (Preferred)

Ability to Commute:

• Lagrange, IN 46761 (Preferred)

Work Location: Hybrid remote in Lagrange, IN 46761

Salary : $150,000 - $175,000