Job Description

Responsibilities:

Maintaining open lines of communication with clients regarding planned, ongoing, or prospective projects.

Managing due dates and timelines for tax projects.

Phone and email communication with clients, as well as working with the internal team to get tasks completed.

Preparing and filing tax returns and work papers for clients and partnerships.

Potential for reviewing financial records, statements, and expenditures.

Managing dataflow, workflow for clients, and confidential information.

Assisting with scheduling meetings for Accountants and Partners at the firm.

Various administrative responsibilities - filing, printing, mail handling, etc.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

Must Haves:

Bachelor's Degree in Tax, Accounting, Finance or related field preferred.

5-10+ years of experience in a Tax Associate, Tax Support, or related role.

Form 1120 / Form 1065 preparation and review - required

Comfortable managing the workload of clients and partners at the firm.

Experience communicating with clients, Accountants, and Partners on project updates.

Experience managing data workflow, performing documentation, handling payments, and managing deadlines.

Tax prep and return experience.

Microsoft Excel preferred.

Strong communication, time management skills, and interpersonal skills. Plusses:

CPA

Boutique firm exposure null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.