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ReVi Financial Services

About the Firm ReVi Financial Services, established in 2020, is a certified public accounting firm rooted in both expertise and values. At ReVi, faith and commitment go hand in hand, fueling results that ripple throughout the community. Our culture celebrates expression, humility, and compassion, creating an environment where both clients and team members thrive. While we are a young firm, our seasoned leadership has successfully guided ReVi in serving clients across diverse industries with assets exceeding $70 million.Job Description The Tax Manager will oversee and review tax compliance and planning engagements for individuals, businesses, and nonprofits, while also contributing to the firm&rsquo;s broader accounting and advisory services. Success in this role requires ensuring that underlying financial records are accurate and complete, as well as collaborating with team members across service lines. In addition to leading tax engagements, the Tax Manager may assist with or manage select accounting, reporting, or advisory projects where capacity and expertise align. This position is designed to be both a technical tax leader and an integrated contributor to the overall quality and efficiency of client engagements.General Responsibilities:● Lead the preparation and review of federal, state, and local tax returns (Forms 1040, 1120, 1120S, 1065, 1041, 990, etc.).● Provide and facilitate proactive tax planning and strategic advisory services for individuals, small businesses, and nonprofits● Research and resolve complex tax issues, clearly communicating findings to clients and staff.● Supervise, mentor, and train staff associates on tax processes and compliance.● Manage workflows to ensure projects are completed on time, accurately, and in line with firm standards.● Represent clients before the IRS and state/local agencies as needed.● Collaborate with colleagues to expand tax services, proposals, and growth opportunities.● Build and maintain strong relationships with clients, ensuring satisfaction and trust.● Respond to client emails within 36 hours and provide consistent communication.● Attend events for the company and for clients to strengthen community and business ties.● Supports the firm&rsquo;s integrated model by aligning tax work with managerial accounting and advisory deliverables● May contribute to non-tax client engagements, including accounting, reporting, or CFO services● Maintain and organize client files and engagement records.● Track deadlines and manage the tax calendar (extensions, estimated payments, filing due dates).● Coordinate onboarding of new tax clients, including gathering documents and setting up files.● Assist with billing, invoice tracking, or time entry as needed.● Support scheduling and preparation for client meetings.● Contribute industry updates and tax insights for client newsletters and social media content.● Develop and maintain standard operating procedures (SOPs) for tax workflows and client processes.● Create and refine email templates and client-facing communications for document requests, tax notices, deadlines, and other tax-related correspondence.● Creation of system controls and standardization of documentationSkills And Attributes for Success● Detail-oriented with a strong technical foundation in taxation.● Excellent communication, presentation, and interpersonal skills.● Strong leadership skills with proven ability to mentor and supervise staff.● Highly organized with time and task management abilities.● Ability to build and maintain positive client relationships.● Proficiency with tax software (TaxAct, Drake, UltraTax, or similar), project management tools (Monday.com), bookkeeping platforms (Double), QuickBooks, and Microsoft Office.● Ability to effectively manage multiple priorities in a fast-paced environment.Qualifications&middot; CPA license (required) or EA (Enrolled Agent) designation.&middot; Bachelor&rsquo;s degree in Accounting, Finance, or related field (Master&rsquo;s in Taxation preferred).&middot; Minimum 5 years of progressive tax experience, including review responsibilities.&middot; Strong knowledge of nonprofit taxation (Form 990) and small business compliance.&middot; Prior experience in public accounting required.Why Work Here ReVi provides diverse finance consulting experiences and challenges; however, the pillar ReVi builds upon is being a sanctuary for ingenuity, creation, and self-expression. We are receptive and find ways to implement your ideas and acknowledge your efforts. There&rsquo;s a genuineness and openness here. We understand the corporation is for the expansion of the people.What We Look ForReVi is seeking a highly motivated and organized professional to lead our tax team. This role requires a balance of technical expertise, client relationship skills, and a passion for helping organizations succeed and thrive. The Tax Manager position offers a combination of in-office and remote work environments, with occasional travel requirements. ReVi's office is located in Indianapolis, INReVi is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.Job Type: Full-timePay: $95,000.00 - $125,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Physical Setting:<ul><li>Office</li></ul>Application Question(s):<ul><li>A new client comes to you with 18 months of unreconciled QuickBooks data. The bank balance doesn&rsquo;t tie, several accounts have negative balances that shouldn&rsquo;t, and prior-year retained earnings changed unexpectedly. Walk me through your first five steps before making any journal entries.</li><li>A client tells you they had a very profitable year and wants to &ldquo;reduce taxes as much as legally possible.&rdquo; They own an S corporation and have no major tax planning in place. Without citing tax code, what areas would you explore during your planning meeting?</li><li>You&rsquo;re reviewing a prior preparer&rsquo;s work and discover an error that understated a client&rsquo;s tax by approximately $12,000. The return has already been filed. What factors would you consider before recommending next steps?</li><li>You receive a trial balance that looks technically correct&mdash;it balances&mdash;but this year&rsquo;s gross profit increased from 38% to 71% while revenue stayed relatively flat. What questions would you ask before assuming the business simply became more profitable?</li><li>How do you approach IRS notice resolution &mdash; for example, a CP2000 or a rejected return due to a duplicate dependent SSN?</li><li>Walk us through how you'd handle an S-corp client facing a late-filing penalty &mdash; what relief options would you pursue?</li><li>It&rsquo;s the fifth business day after month-end. The client needs financial statements for a board meeting tomorrow, but you&rsquo;re still missing payroll reports, one credit card statement, and two vendor invoices. What would you do, and how would you communicate it?</li></ul>Experience:<ul><li>Public accounting: 5 years (Required)</li><li>Tax accounting: 5 years (Required)</li></ul>License/Certification:<ul><li>CPA (Preferred)</li><li>Enrolled Agent (Preferred)</li></ul>Work Location: Hybrid remote in Indianapolis, IN 46204

Tax Manager

About the Firm ReVi Financial Services, established in 2020, is a certified public accounting firm rooted in both expertise and values. At ReVi, faith and commitment go hand in hand, fueling results that ripple throughout the community. Our culture celebrates expression, humility, and compassion, creating an environment where both clients and team members thrive. While we are a young firm, our seasoned leadership has successfully guided ReVi in serving clients across diverse industries with assets exceeding $70 million.Job Description The Tax Manager will oversee and review tax compliance and planning engagements for individuals, businesses, and nonprofits, while also contributing to the firm&rsquo;s broader accounting and advisory services. Success in this role requires ensuring that underlying financial records are accurate and complete, as well as collaborating with team members across service lines. In addition to leading tax engagements, the Tax Manager may assist with or manage select accounting, reporting, or advisory projects where capacity and expertise align. This position is designed to be both a technical tax leader and an integrated contributor to the overall quality and efficiency of client engagements.General Responsibilities:● Lead the preparation and review of federal, state, and local tax returns (Forms 1040, 1120, 1120S, 1065, 1041, 990, etc.).● Provide and facilitate proactive tax planning and strategic advisory services for individuals, small businesses, and nonprofits● Research and resolve complex tax issues, clearly communicating findings to clients and staff.● Supervise, mentor, and train staff associates on tax processes and compliance.● Manage workflows to ensure projects are completed on time, accurately, and in line with firm standards.● Represent clients before the IRS and state/local agencies as needed.● Collaborate with colleagues to expand tax services, proposals, and growth opportunities.● Build and maintain strong relationships with clients, ensuring satisfaction and trust.● Respond to client emails within 36 hours and provide consistent communication.● Attend events for the company and for clients to strengthen community and business ties.● Supports the firm&rsquo;s integrated model by aligning tax work with managerial accounting and advisory deliverables● May contribute to non-tax client engagements, including accounting, reporting, or CFO services● Maintain and organize client files and engagement records.● Track deadlines and manage the tax calendar (extensions, estimated payments, filing due dates).● Coordinate onboarding of new tax clients, including gathering documents and setting up files.● Assist with billing, invoice tracking, or time entry as needed.● Support scheduling and preparation for client meetings.● Contribute industry updates and tax insights for client newsletters and social media content.● Develop and maintain standard operating procedures (SOPs) for tax workflows and client processes.● Create and refine email templates and client-facing communications for document requests, tax notices, deadlines, and other tax-related correspondence.● Creation of system controls and standardization of documentationSkills And Attributes for Success● Detail-oriented with a strong technical foundation in taxation.● Excellent communication, presentation, and interpersonal skills.● Strong leadership skills with proven ability to mentor and supervise staff.● Highly organized with time and task management abilities.● Ability to build and maintain positive client relationships.● Proficiency with tax software (TaxAct, Drake, UltraTax, or similar), project management tools (Monday.com), bookkeeping platforms (Double), QuickBooks, and Microsoft Office.● Ability to effectively manage multiple priorities in a fast-paced environment.Qualifications&middot; CPA license (required) or EA (Enrolled Agent) designation.&middot; Bachelor&rsquo;s degree in Accounting, Finance, or related field (Master&rsquo;s in Taxation preferred).&middot; Minimum 5 years of progressive tax experience, including review responsibilities.&middot; Strong knowledge of nonprofit taxation (Form 990) and small business compliance.&middot; Prior experience in public accounting required.Why Work Here ReVi provides diverse finance consulting experiences and challenges; however, the pillar ReVi builds upon is being a sanctuary for ingenuity, creation, and self-expression. We are receptive and find ways to implement your ideas and acknowledge your efforts. There&rsquo;s a genuineness and openness here. We understand the corporation is for the expansion of the people.What We Look ForReVi is seeking a highly motivated and organized professional to lead our tax team. This role requires a balance of technical expertise, client relationship skills, and a passion for helping organizations succeed and thrive. The Tax Manager position offers a combination of in-office and remote work environments, with occasional travel requirements. ReVi's office is located in Indianapolis, INReVi is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.Job Type: Full-timePay: $85,000.00 - $95,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Physical Setting:<ul><li>Office</li></ul>Application Question(s):<ul><li>How many years of Nonprofit taxation and small business compliance do you have? </li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Public accounting: 5 years (Required)</li><li>Tax accounting: 5 years (Required)</li><li>Management: 1 year (Preferred)</li></ul>License/Certification:<ul><li>CPA (Preferred)</li><li>Enrolled Agent (Preferred)</li></ul>Work Location: Hybrid remote in Indianapolis, IN 46204

Join ReVi Financial Services and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

ReVi Financial Services

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Tax Manager

Tax Manager