What are the responsibilities and job description for the Tax Advisor position at Pontoon Global Solutions?
Tax Advisor
Indianapolis, IN
Overview:
Seeking a Tax Advisor to manage client relationships, handle tax preparation/review, and deliver proactive tax planning to individuals and small businesses in a supportive, balanced work environment.
Responsibilities:
- Manage a portfolio of business and individual clients
- Prepare and review individual, partnership, and corporate tax returns
- Provide year-round tax planning and advisory support
- Serve as primary point of contact and trusted advisor
- Ensure compliance with federal/state regulations
Requirements & Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field
- 3 years of tax or public accounting experience
- Experience with business and individual tax returns
- CPA or EA preferred
- Strong technical, analytical, and communication skills
- Ability to manage deadlines and client relationships
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Health insurance
Application Question(s):
- Do you have at least 3 years of experience in tax or public accounting?
- Do you have experience preparing business and individual tax returns (1040, 1065, 1120)?
- Do you have experience reviewing tax returns, not just preparing them?
Work Location: In person
Salary : $65,000 - $85,000
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