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 .

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Required Skills & Experience

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.

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.

Nice to Have Skills & Experience

Plusses:

CPA

Boutique firm exposure

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.