• Tax Return Specialist

    Insight Global (St. Louis Park, MN)


    Job Description

    Company Overview:

    Insight Global's client is a full-service accounting firm serving the greater Minneapolis area for over 40 years. They take pride in building long-lasting relationships with clients, both individuals and small to medium-sized businesses. Client offers a wide range of tax, accounting, and advisory services, tailored to client needs.

    D2D:

    -Prepare individual 1040 tax returns using UltraTax software

     

    -Contact clients regarding missing / inaccurate confidential information

     

    -Calculate taxable income, credits, and deductions to complete state and local returns

     

    -Identifying opportunities for tax savings, such as deductions and credits

     

    -Explain tax liabilities, refunds, and filing requirements to clients

     

    -File returns and prepare paper submissions when necessary

     

    -Maintain organized records of returns and supporting documents for future audits or inquiries

     

    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

    Must Haves:

    -2-5+ years of experience with tax return preparation

     

    -Previous experience preparing individual 1040 tax and state returns

     

    -UltraTax

     

    -MS Office Suite (Outlook, Teams, and Excel)

     

    -Strong ability to work independently

     

    -Comfortable with scanning, filing, and data entry as needed

    -Strong ability to communicate with clients via phone and email Plusses:

    -CPA

    -IRS PTIN