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Job Description

• Prepare and review individual, corporate, and partnership tax returns

• Conduct tax research and draft technical memos

• Support tax planning and strategy development for clients

• Assist with IRS and state audit responses

• Collaborate with senior staff on client deliverables and special projects

• Identify process improvements and contribute to internal efficiencies

• Participate in client meetings and help translate technical concepts into actionable insights

This individual will be working for a company that is ranked in the Top 3% of IRS e-File providers, is a nationally recognized leader in tax for small businesses. Intuit Accountants has awarded them as a Top 400 U.S. Tax Firm, and has also gained recognition from Expertise.com and ThreeBestRated.com. They pride themselves on the ability to serves all individuals, businesses, and tax situations. Their median clients are small businesses with revenue of $500,000 - $3,000,000.

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 [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• CPA license (or actively pursuing with all exams passed)

• 1–3 years of experience in public accounting or tax-focused role

• Strong technical knowledge of federal and state tax codes

• Proficiency in tax software (e.g., UltraTax, ProSystem fx, or similar)

• Excellent written and verbal communication skills

• High attention to detail and ability to manage multiple deadlines • Experience with high-net-worth individuals or closely held businesses

• Exposure to tax planning, not just compliance

• Interest in advisory, consulting, or cross-functional projects

• Familiarity with workflow automation tools or data analytics

• Demonstrated initiative in previous roles (e.g., process improvements, leadership in small teams)