Tax Senior

Insight Global; Boca Raton (FL); On-site; USD 80,000 - 110,000; Full time

Job summary

Insight Global is seeking a Senior Tax Accountant to support tax planning, compliance, and advisory services for a diverse portfolio of business entities and individuals. The role involves reviewing tax returns, estimates, and projections, researching complex tax matters, and ensuring compliance with federal and state regulations for corporations, partnerships, LLCs, S-corps, and individuals.

The ideal candidate has 2–5 years of public tax accounting experience, a Bachelor's in Accounting, and a

Qualifications

• Bachelor degree in accounting required
• CPA license or working towards licensure
• 2-5 years tax experience including planning, compliance, and preparation
• Thorough knowledge of tax impact to individuals and their business/investments
• Ability to manage multiple projects and meet deadlines
• Strong organizational, time management and follow-through skills
• Excellent verbal and written communication skills
• Masters of Tax degree preferred
• Big 4 firm experience preferred
• Proficient with tax software: UltraTax, Workpapers, Practice CS, File Cabinet, QuickBooks, Excel, Word

Responsibilities

• Perform tax planning, compliance, and advisory services for diverse entities and individuals
• Review tax returns, estimates, and projections; research complex tax matters
• Mentor junior staff and contribute to team development
• Ensure compliance with federal and state tax regulations for various entity types

Skills

Tax knowledge

Project management

Attention to detail

Deadline management

Verbal communication

Written communication

Integrity

Mentoring junior staff

Education

Bachelor's degree in accounting

CPA license or pursuing licensure

Masters of Tax degree preferred

Tools

RIA Checkpoint

Thomson Reuters UltraTax

Practice CS

File Cabinet

Workpapers

QuickBooks

Microsoft Excel

Microsoft Word

Job description

Job Description

Our client is seeking a Senior Tax Accountant to support tax planning, compliance, and advisory services for a diverse portfolio of business entities and individuals. This role will provide guidance on the tax implications of investments, transactions, and business activities while developing tax-efficient strategies and structures. The Senior Tax Accountant will review tax returns, estimates, and projections; research complex tax matters; and ensure compliance with federal and state tax regulations for corporations, partnerships, LLCs, S-corporations, and individual taxpayers. The ideal candidate has 2–5 years of public tax accounting experience, a Bachelor's degree in Accounting, and either a CPA license or plans to obtain one. Strong technical tax knowledge, project management skills, attention to detail, and the ability to manage multiple deadlines are essential. Experience with tax software such as Thomson Reuters UltraTax, Practice CS, RIA Checkpoint, QuickBooks, and advanced Excel skills is highly preferred, along with the ability to mentor junior staff and contribute to team development.

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 [e-mail] 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

• Bachelor degree in accounting required

• Certified Public Accountant (CPA) license or working towards obtainment of licensure

• 2-5 years tax experience tax experience including tax planning, compliance, and preparation

• Thorough knowledge of the tax impact to individuals and their business and investments

• Ability to manage multiple projects and meet deadlines is a must

• Strong organizational, time management and follow through skills

• Excellent verbal and written communication skills

• Integrity, dependability, and trustworthiness - Masters of Tax degree preferred

• Big 4 firm experience preferred

• Computer proficiency with software programs such as RIA Checkpoint, Thomson Reuters full suite of tax software: UltraTax, Workpapers, Practice CS and File Cabinet, Quickbooks, Microsoft Excel and Microsoft Word