Client-Focused Tax Specialist & Planner

Purple Ink llc; Indianapolis (IN); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Employer-paid health insurance

Vision coverage

PTO & paid holidays

401(k) with company match

Profit sharing

Job summary

MGA Professional Tax Advisory in Indianapolis is seeking a Tax Specialist to prepare and review tax returns, support planning, and serve as a trusted resource for clients. This role emphasizes technical tax work and building lasting client relationships, with a clear path for advancement.

The position is full-time, in-office, with extended hours during the busy season and some weekends may be needed. We offer strong benefits including employer-paid health and vision, PTO, 401(k) with company

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• 2+ years of tax preparation experience, ideally in a public accounting or tax firm.
• CPA, EA, or CPA exam-ready candidates are a plus. We support team members pursuing certification.
• 1040 and Trust expense experience is preferred.
• Solid knowledge of individual and business taxation.
• Experience with tax preparation software and QuickBooks or similar accounting software.
• Strong Excel skills and proficiency with the Microsoft Office suite.
• Strong written and verbal communication skills, with the ability to explain tax matters clearly to clients.
• Ability to manage multiple engagements and meet deadlines under pressure.
• Professionalism, integrity, and a collaborative, team-first attitude.
• Ability to work extended hours during the busy season.

Responsibilities

• Prepare federal, state, and local tax returns for individuals, businesses, partnerships, S corporations, trusts, and estates.
• Assist with tax planning, projections, and year-round advisory support for individual and business clients.
• Build and maintain hands-on client relationships, serving as a direct point of contact for questions and guidance.
• Gather and review client documents, identify missing information, and follow up to keep engagements on schedule.
• Research tax issues, resolve discrepancies, and ensure compliance with current tax laws and regulations.
• Respond to IRS and state tax notices and correspondence on behalf of clients.
• Support bookkeeping, year-end close, and financial reporting for clients as needed.
• Track filing deadlines, extensions, and estimated payments.
• Stay current on tax law changes and share knowledge with the team.
• Collaborate with team members and contribute to improving firm processes.

Skills

Attention to detail

Client-focused

Time management

Communication skills

Research skills

Education

Bachelor's degree in accounting/finance

CPA/EA candidate

Tools

Tax software

QuickBooks

Microsoft Excel

Job description

MGA Professional Tax Advisory in Indianapolis is seeking a Tax Specialist to prepare and review tax returns, support planning, and serve as a trusted resource for clients. This role emphasizes technical tax work and building lasting client relationships, with a clear path for advancement.

The position is full-time, in-office, with extended hours during the busy season and some weekends may be needed. We offer strong benefits including employer-paid health and vision, PTO, 401(k) with company