Job Information
Insight Global Experienced Tax Associate in Agoura Hills, California
Job Description
A client of Insight Global is seeking a fully remote Experienced Tax Associate to join their fast-growing team! Our client is a newly formed company that 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. Since its inception in the Summer of 2022, the firm has increased revenue by 30% and added 20 high-level and experienced staff. The firm integrates a multi-family feel into a CPA firm by serving as our 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. Candidates will work closely in all aspects with their clients with the intention that they gain a well-rounded expertise in preparing returns and eventually consulting for a variety of different clients.
Responsibilities include:
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.
Additional information:
Our client has done away with the traditional billable hour goals. Associates/seniors/managers on 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. We averaged 20% of salary bonuses in 2022 and with efficiencies increasing, this is expected to grow relative to your book.
Additional Information:
Opportunities for advancement are available and encouraged. By placing an emphasis on planning and projections and extending 100% of our clients, we have created a more uniform work year instead of long and draining tax seasons.
Additionally, the firm comes together at least three times a year for training, working, and fun. Destinations we have been to and have planned include San Diego, Nashville, Miami, and Cabo. Full benefits, 401(k) matching of 5%, and unlimited PTO are available.
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 .
To 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
* 3-5 years experience in public accounting
* Bachelors/master's degree in accounting/tax or related
* Organizational skills and ability to handle a variety of different projects at once are a must
* Experience in pass-through, trust/estate, and individual income tax returns
* Software experience -- CCH Access and CCH Engagement
* Must be able and willing to take on unfamiliar projects * CPA/EA or actively sitting (does not need to have it yet, but this must be something they are pursuing and plan to obtain) null
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 oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. 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 HR@insightglobal.com.