Tax Consultant

Bristal Lane Group; Indianapolis (IN); Hybrid; USD 75,000 - 110,000; Full time

Job summary

Bristal Lane Group, a national accounting and consulting firm, seeks a full-time Tax Consultant to prepare and review federal, state, and local tax returns for diverse clients.

You will support planning initiatives, conduct tax research, and resolve notices while coordinating with internal teams and external authorities.

Qualifications

• Bachelor's degree in accounting, finance, taxation, or a related field.
• Five+ years of relevant tax experience, including preparation and review of returns and tax research.
• CPA or Enrolled Agent (EA) license.
• Hands-on experience with UltraTax and Onvio; proficiency with QuickBooks, Excel, and Word.

Responsibilities

• Prepare and/or review federal, state, and local income tax returns for individuals, partnerships, LLCs, S corporations, C corporations, trusts, and foundations.
• Develop and communicate tax planning strategies that optimize client tax positions.
• Communicate with clients, internal teams, and tax authorities professionally and timely.
• Assist with audits and IRS/state/local notices; provide documentation support.
• Follow confidentiality policies and data security protocols; meet firm deadlines.
• Stay current on federal, state, and local tax developments; complete continuing education.

Skills

Tax preparation

Tax research

Client communication

Attention to detail

Time management

Written/Verbal communication

Education

Bachelor's degree in accounting, finance, taxation, or related field

Tools

UltraTax

Onvio

QuickBooks

Microsoft Excel

Microsoft Word

Job description

Bristal Lane Group is a national accounting and consulting firm dedicated to helping client businesses excel and thrive through tailored financial and advisory solutions. We partner closely with our clients to understand their operations, serve as an extension of their teams, and identify opportunities to maximize performance.

We focus on hiring skilled practitioners, supporting individuality, and fostering a work environment where professionals are empowered to deliver exceptional client service. Our culture reflects the strengths of our people, the depth of their experience, and the evolving needs of our clients. Team members can expect a collaborative, growth-oriented environment that values expertise and initiative.

Position Summary

About Bristal Lane Group

Bristal Lane Group is a national accounting and consulting firm dedicated to helping client businesses excel and thrive through tailored financial and advisory solutions. We partner closely with our clients to understand their operations, serve as an extension of their teams, and identify opportunities to maximize performance.

We focus on hiring skilled practitioners, supporting individuality, and fostering a work environment where professionals are empowered to deliver exceptional client service. Our culture reflects the strengths of our people, the depth of their experience, and the evolving needs of our clients. Team members can expect a collaborative, growth-oriented environment that values expertise and initiative.

Position Summary

We are seeking a full-time Tax Consultant to join our Tax and Advisory Services team. In this role, you will prepare and review federal, state, and local tax returns for a portfolio of individual, business, and trust clients; support tax planning initiatives; conduct tax research; and resolve tax notices and audits. You will serve as a trusted point of contact for clients, working closely with internal teams and external parties while maintaining high-quality standards and meeting firm deadlines.

This position requires strong attention to detail, effective time management, and the ability to work independently. Clear written and verbal communication is essential, as frequent client interaction is a major part of the role.

Essential Duties and Responsibilities

Tax Compliance and Preparation

• Prepare and/or review federal, state, and local income tax returns for individuals, partnerships, LLCs, S corporations, C corporations, trusts, and foundations, including gift tax returns.
• Ensure accurate and timely filing of all returns in compliance with applicable tax laws and regulations.
• Maintain organized workpapers and documentation that support tax return positions and source documents.

Tax Planning and Research

• Develop and communicate tax planning strategies that optimize client tax positions while aligning with their business objectives.
• Conduct tax research and interpret federal, state, and local regulations as they apply to client situations.
• Analyze complex financial information to identify tax efficiencies and risk mitigation opportunities.
• Explain basic tax concepts, filing requirements, and deadlines in an understandable manner, without providing legal advice.

Client and Stakeholder Communication

• Communicate with clients, internal teams, and external parties (including the IRS and state and local tax authorities) in a professional and timely manner.
• Gather necessary tax documents and information from clients, and follow up on missing items.
• Communicate recommendations clearly and concisely to both technical and non-technical audiences.

Audit and Controversy Support

• Respond to IRS and state and local tax notices and information document requests.
• Assist with audits, including documentation support, and maintain files and correspondence with tax authorities.

Systems, Controls, and Ethics

• Use UltraTax and Onvio as primary tools for return preparation, document management, and client collaboration.
• Follow firm policies and procedures, including confidentiality and data security protocols for taxpayer identification numbers and financial data, and document retention policies.
• Manage multiple deadlines and priorities in a remote or hybrid environment, with consistent follow-through.

Continuous Learning and Professional Development

• Stay current on federal, state, and local tax developments that affect our clients.
• Complete continuing education and training as required by professional licensure.

Required Qualifications

Education

• Bachelor's degree in accounting, finance, taxation, or a related field.

Experience

• Five or more years of relevant tax experience, including preparation and review of returns and tax research.
• Experience with individual, corporate, partnership, multi-state, foundation, gift, and trust tax matters.

Licensure

• Certified Public Accountant (CPA) or Enrolled Agent (EA) license.

Technical Skills

• Required: Hands-on experience with UltraTax.
• Required: Hands-on experience with Onvio.
• Proficiency with QuickBooks and Microsoft Office, especially Excel and Word.

Core Competencies

• Strong written and oral communication skills. Frequent client communication is a major part of this position.
• High attention to detail and accuracy.
• Ability to manage multiple deadlines and prioritize tasks effectively.
• Ability to maintain confidentiality and handle sensitive information appropriately.

Preferred Qualifications

• Master's degree in taxation (MST).
• Prior experience in public accounting or tax consulting, especially with diverse industries and entity types.
• Experience working with multi-state and foundation or trust tax matters in a client-facing role.
• Working knowledge of tax research resources and accounting systems and financial reporting.

Working Conditions and Physical Requirements

• In-office work at one of our offices in Indianapolis, Oklahoma City, or Jupiter is preferred. Remote work is considered for the right candidate.
• Extended work hours are required during the busy seasons from February 15 to April 15 and from August 15 to October 15.
• Prolonged periods of computer work; ability to use standard office equipment.

Equal Opportunity Statement

Bristal Lane Group is an equal opportunity employer. We are committed to providing equal employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.