Tax Associate
Insight Global
Key Responsibilities
- Prepare tax returns ranging from simple to complex based on experience and qualifications.
- Assist with or lead tax planning activities, including quarterly tax projections and estimate calculations.
- Prepare and support tax filings for individuals, partnerships, trusts, gift tax returns, and other entities as assigned.
- Interact with clients to gather information, clarify questions, and support tax planning initiatives.
- Research tax issues and assist with responses to client inquiries.
- Support tax-related projects and initiatives within the department.
- Collaborate with Financial Advisors and team members to identify planning opportunities for clients.
- Stay current on applicable tax regulations, tax code updates, and industry developments.
- Depending on experience level, assist with reviewing tax returns, mentoring team members, and supporting departmental initiatives.
Qualifications
- Associate's degree, bachelor's degree, or advanced degree in Accounting, Taxation, or a related field.
- Tax experience (ranging from entry-level to experienced tax professional).
- Enrolled Agent (EA) designation preferred or willingness and ability to obtain the designation as applicable.
- CPA designation strongly preferred.
- Strong interpersonal and communication skills.
- Demonstrated commitment to exceptional client service.
- Strong technical aptitude and experience with tax preparation, planning, and research software.