Job Description
We are looking for an accomplished leader to guide our LaGrange, Indiana practice and serve as a trusted adviser to privately held and multigenerational businesses. This role offers the opportunity to step into an established client base, provide high-level tax and financial guidance, and influence the future direction of the office. The Managing Director will combine strong relationship management with strategic leadership, helping expand advisory services while encouraging thoughtful use of technology and automation across the practice.
Responsibilities:
• Lead the office’s most significant client relationships, serving as a senior adviser to business owners and family enterprises.
• Deliver strategic guidance on tax planning, financial matters, ownership transitions, entity decisions, and broader business challenges throughout the year.
• Review complex client situations and provide experienced judgment on advanced business and individual engagements while delegating routine preparation work appropriately.
• Direct decisions related to pricing, client fit, service offerings, and long-term growth opportunities within the market.
• Mentor and develop team members to strengthen leadership capacity and prepare future client-facing leaders.
• Encourage modernization of research, onboarding, workflow management, review processes, and advisory delivery through practical use of AI and automation.
• Partner with internal tax production and operational support teams to maintain high-quality service and efficient execution.
• Represent the practice in the local market by building trust-based relationships and identifying opportunities for continued expansion.• Bachelor’s degree required.
• Current experience in a senior public accounting leadership role such as Manager, Senior Manager, Director, Principal, Partner, or Firm Owner.
• Strong background advising closely held, family-owned, or multigenerational businesses.
• Deep knowledge of business and individual taxation, financial analysis, and consultative planning.
• Proven ability to communicate clearly, build confidence with clients, and handle sensitive matters with discretion.
• Demonstrated leadership skills with the ability to guide teams and make sound business decisions.
• Comfortable working with relationship-driven clients and delivering practical, personalized advice.
• Interest in helping shape an AI-enabled operating model while maintaining a high-touch client experience.
