Tax Specialist

About the job Tax Specialist


Pay: $65,000.00 - $100,000.00 per year

Why This Is a Great Opportunity

• Work directly with business owners and become a trusted advisor, not just a tax preparer.
• Join a growing accounting and advisory practice with a collaborative, relationship-driven culture.
• Enjoy meaningful work that combines tax compliance, planning, and consulting.
• Take ownership of client relationships and make a real impact on their financial success.
• Opportunity for hybrid flexibility after 90 days based on performance and business needs.
• Grow professionally in an environment that values initiative, communication, and continuous learning.

Location: Indianapolis, IN. This is primarily an on-site position designed to encourage collaboration and mentorship, with the opportunity for a hybrid schedule after 90 days and certain in-office days required.

Note: Candidates must have 3+ years of experience preparing both business and individual tax returns, experience communicating directly with clients, and experience handling IRS and state tax notices and correspondence.

About Us

We are a growing accounting and advisory practice dedicated to helping small businesses and their owners create and protect their financial legacies through tax strategy, preparation, bookkeeping, financial reporting, and consulting. We pride ourselves on building long-term relationships and delivering exceptional service to our clients across a variety of industries. Confidential Employer.

Job Description

• Prepare and review individual and business tax returns with accuracy and attention to detail.
• Manage tax compliance and ensure timely and accurate filings.
• Communicate directly with clients to gather information and provide guidance.
• Respond to IRS and state notices and assist with resolving tax issues.
• Identify tax-saving opportunities and support proactive tax planning strategies.
• Analyze financial information and support consulting and advisory engagements.
• Maintain organized records and stay current on tax laws and regulations.
• Collaborate with team members to deliver outstanding client service.
• Help clients maintain accounting records that flow efficiently into tax returns.
• Manage multiple deadlines while maintaining a high level of quality and responsiveness.

Qualifications

• 3+ years of experience preparing both business and individual tax returns.
• Experience communicating directly with clients and managing relationships.
• Experience responding to IRS and state tax agencies.
• Strong understanding of tax compliance and tax planning concepts.
• Bachelor's degree in Accounting, Finance, or a related field preferred.
• CPA or Enrolled Agent credential preferred but not required.
• Proficiency with tax software, Excel, and common accounting applications.
• Excellent analytical, organizational, and communication skills.

Why You Will Love Working Here

We believe great client relationships start with a great team. You'll have the opportunity to take ownership of your work, collaborate with experienced professionals, and help business owners succeed. We value integrity, responsiveness, and continuous learning, and we provide an environment where your expertise and ideas are appreciated.

JPC-1331

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance