A client of Insight Global is seeking a Tax Manager to join their growing team! This position is fully remote but you must reside in one of the following states to be considered - Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, North Carolina, North Dakota, Ohio, Oklahoma, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Wisconsin, Wyoming.
Our client has broken away from the traditional CPA firm mold. They have shed the audit side of accounting and are focusing on tax compliance, tax consulting, venture capital, wealth growth, tax strategy, and tax structuring. The firm integrates a multi-family feel into a CPA firm by serving as their client's first point advisors when it comes to client's tax, investment, and business management needs. We are looking for smart, personable, and hard-working individuals that want to further their career in tax while also gaining exposure to the venture capital, strategy, and detailed business dealings of a variety of industries. This is an opportunity to learn areas that traditional CPA firms cannot offer.
They have done away with the traditional billable hour goals. All members of the team will be involved in a dollar amount book of business that determines quarterly bonuses. You pick your workload. The bonus structure has very high potential for those wanting to work and learn more. They averaged 20% of salary bonuses in 2023 and with efficiencies increasing, this is expected to grow relative to your book.
Opportunities for advancement are available and encouraged. By placing an emphasis on planning and projections and extending 100% of their clients, they have created a more uniform work year instead of long and draining tax seasons. Additionally, the firm comes together at least 2-3 times a year for training, working, and fun. Destinations they have been to and have planned include San Diego, Nashville, Miami, Scottsdale, and Cabo. Full benefits, 401(k) matching of 5%, and unlimited PTO are available.
Responsibilities:
- Associate will report directly to the manager and signer on the account.
- Associate will be responsible for the preparation of tax returns, planning/projections, and the completion of applicable transactions.
- Associate will be responsible for organizing and completing client engagement files.
- Associate will help prepare extensions and estimates for clients.
- Associate will be included on day-to-day client correspondences and will be active in maintaining client accounts and fulfilling client requests.
- Associate will be on most client meetings taking notes and creating action items to follow through on.
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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- Bachelors or Masters Degree in Accounting or related field
- CPA/EA certification or actively sitting/wants to purusue
- 2-3 years of experience in public accounting, specifically in tax return preparation
- Software experience required: CCH Axcess and CCH Engagement
- Experience with income tax returns such as: high net worth individuals, pass-throughs, trusts/estates, individuals, gift taxes, etc.
- Must have a go-getter, super motivated personality -- willing to take on challenges and enjoy working in a fast-paced environment
- Ability to handle a variety of different projects at once
- Adaptable and open-minded, not fearful of change or the unfamiliar
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.