Tax Professional
Big Flats, NYJobSeen 3 days agoSeen in employer's feed 3 days ago
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Job overview
Insight Global is seeking Tax Professionals at varying experience levels to support its Tax Services team. The role involves preparing tax returns, assisting with tax planning and research, and serving clients alongside CPAs, Enrolled Agents, and other tax professionals. Depending on experience, the professional may also review returns, mentor team members, and support departmental initiatives.
Skills & qualifications
Skills
Qualifications
Full job description
Job Description
Tax Professional (Tax Preparer / Tax Associate / Tax Specialist) Location: Elmira, NY Position Summary We are seeking Tax Professionals to join our growing Tax Services team. This position offers an opportunity for candidates at varying levels of experience to contribute to tax return preparation, tax planning, client service, and tax research while working alongside an experienced team of CPAs, Enrolled Agents, and tax professionals. The successful candidate will utilize their education, training, and experience to assist clients with tax preparation and planning while continuing to develop professionally within the firm. 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.
Skills and Requirements
- 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.
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 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 the recruiting process, please send a request to [email protected].
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