Tax Specialist

Are you a detail-driven tax professional who enjoys doing complex tax returns and bookkeeping? Are you ready for a tax role where your clients know you by name? Apply today to join MGA Professional Tax Advisory as a Tax Specialist!

ABOUT THE COMPANY:
MGA Professional Tax Advisory is a family-owned professional tax advisory firm located in Indianapolis. For more than 14 years, we’ve helped individuals and businesses with tax planning, preparation, and advisory services. We operate with the capability and client support of a larger firm, while keeping the personal, hands-on relationships of a family-owned practice. Our clients aren’t account numbers. They get customized guidance, direct access to their tax professional, and a team that knows their story year after year.

That approach extends to our team. Here, you won’t be siloed into one narrow task. You’ll work directly with clients, see engagements from start to finish, and build a broad, well-rounded skill set. We invest in our people and give them room to grow, develop new expertise, and take on more as they’re ready.

ABOUT THE ROLE:
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.

SCHEDULE:
Full-time, Monday through Friday, in office. Extended hours and some weekends may be needed during the busy season. Some overtime throughout the year is required.

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
KEY 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.
IDEAL QUALIFICATIONS:
Success in this role takes someone who is detail-oriented, client-focused, and motivated to keep learning and growing.
- 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.
- 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.

Many of our clients utilize E-Verify as part of their employment process. E-Verify is an Internet based system operated by the Department of Homeland Security (DHS) in partnership with the Social Security Administration (SSA) that allows participating employers to electronically verify the employment eligibility of their newly hired employees in the United States

PURPLE INK OPERATES AS AN EQUAL OPPORTUNITY EMPLOYER

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