Tax Specialist

Purple Ink LLC • Indianapolis, IN

4d • $70,000 - $85,000 • Onsite

About The Position

The Tax Specialist prepares and reviews tax returns, supports tax planning, and serves as a trusted resource for clients. This role is ideal for someone who enjoys technical tax work and building lasting client relationships, and who wants a long-term career path with real opportunities for advancement.

Requirements

• Bachelor’s degree in accounting, finance, or related field required.
• 2+ years of tax preparation experience, ideally in a public accounting or tax firm environment.
• 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.

Nice To Haves

• CPA, EA, or CPA exam-ready candidates are a plus. We support team members pursuing certification.
• 1040 and Trust expense experience is preferred.

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.

Benefits

• Salary range of $70,000-$85,000, based on experience
• 100% employer-paid medical and vision coverage for the employee and one dependent (spouse or child)
• PTO and paid holiday package
• 401(k) eligibility after one year of service, with a 3% company match
• Potential for profit-sharing contributions
• Annual review process

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level