Baker Milligan CPAs
Tax Advisor / Client Relationship Manager
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)
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.
Responsibilities
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
Why This Role Stands Out
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.
Qualifications
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
Perks
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
Ready to love tax season again? 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.
#J-18808-Ljbffr
Compensation: $70,000–$90,000 base + annual performance bonus + full benefits (medical, dental, vision, 401(k) match, life & disability insurance)
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.
Responsibilities
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
Why This Role Stands Out
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.
Qualifications
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
Perks
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
Ready to love tax season again? 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.
#J-18808-Ljbffr