Job Description

Job Description

Job Description

Tax Preparer / Client Manager Build Relationships, Not Just Returns

Location: Monticello & Logansport, IN (Flexible in-office schedule)

Compensation: $70,000 - $90,000 base + Annual Bonus + health, dental, vision, 401(k) match (4%), Life Insurance, Short & Long-Term Disabvility Insurance

At Baker Milligan , we believe in more than just tax returns- we build long-term partnerships that help entrepreneurs and family businesses thrive.

We're looking for a Tax Preparer/Client Manager who wants to grow their career while working in a values-driven, relationship-focused firm.

Unlike large firms, we prioritize quality over volume . You'll have the time and resources to truly serve your clients, provide proactive tax planning, and develop trusted relationships- without the 2,300+ hour grind.

• Manage a diverse portfolio of small businesses, partnerships, and individuals
• Prepare & review corporate, partnership, and individual returns
• Provide proactive tax planning before year-end
• Build trusted client relationships- listening, advising, and adding value
• Collaborate with a supportive team who cares about your growth

Balanced Workload: About 1,800 hours/year sustainable hours with flexible scheduling

Meaningful Relationships: Know your clients personally & see your work make an impact

Career Growth: Clear path to Manager-level responsibility

Stability & Trust: Long-standing firm with deep ties to the community

We live by continuous improvement, integrity, and proactive service for our clients and for each other.

• 3+ years of public accounting experience (CPA/EA preferred)
• Strong tax prep experience (C-Corp, S-Corp, Partnerships, 1040s)
• A client-first mindset with excellent communication skills
• Someone who values quality of life + professional growth

• $70,000 - $90,000 base salary
• Up to $25,000 in performance incentives
• Health, dental, vision, and 401(k) match
• Paid PTO & CPE
• ST & LT Disability
• Genuine work-life balance

If you want to work with a team that values relationships over transactions and clients who appreciate your expertise, we'd love to talk.

Apply now and let's build something meaningful together!

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