Tax Assistant

Insight Global's client is a tax firm specializing in individual and business tax returns, trust and estate tax returns and bookkeeping services. They can also assist you with other various tax matters, such as sales and use taxes, payroll taxes and provider taxes.

The client is seeking a Tax Assistant to assist in preparation for and throughout their busy tax season. Role will entail documentation management within UltraTax software, contract management, scanning / copying, light phone support, and communication with CPA's and internal team members.

Hours: 35-40 hours per week (they can choose their shift; likely 8:30-3:30)
Company Hours: 8:30 AM - 5:30 PM CST

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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Must Haves:
2 years of experience in an administrative tax role.
Experience handling individual and business tax forms or tax returns highly preferred (not a deal breaker).
Experience operating a scanner or copy machine (they use Global Scan).
Prior experience working in a tax software (they use UltraTax CS).
Proficient in Microsoft Office Suite (Excel, Outlook).
Great communication and customer service acumen.
Comfortable with phone support to clients and CPAs if needed.

UltraTax CS
Global Scan

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.