Overview
Tax Advisor / Client Relationship Manager — Location: Monticello or Logansport, IN (flexible hybrid schedule).
Compensation: 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.
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
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.
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
The Perks
Base salary + bonus
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: 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.
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
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.
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
The Perks
Base salary + bonus
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