Serve as a primary point of contact for clients, providing professional and timely customer service.
Gather, organize, and review financial and tax-related documents from clients.
Assist in preparing individual and business tax returns.
Maintain accurate client records and ensure all documentation is complete and compliant.
Provide administrative support, including scheduling appointments, managing communications, and following up on outstanding information.
Work closely with tax professionals to ensure returns are prepared accurately and submitted on time.
Communicate with clients regarding missing documentation, tax questions, and filing status updates.

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 1. Strong customer service and client-facing experience with the ability to build trust and maintain professional relationships. 2. Excellent organizational skills and the ability to manage multiple client files and deadlines simultaneously. 3. Administrative experience involving documentation, data entry, scheduling, or client support. 4. Strong attention to detail and commitment to accuracy when handling financial or confidential information. 5. Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and general computer applications.

Previous experience in a tax office or accounting environment.
Seasonal tax preparation experience.
Basic understanding of tax return processes and financial documentation.
Experience supporting CPAs, accountants, or tax professionals.

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