Insight Investments Corporate Office - Costa Mesa, CA

  • Indirect Tax Specialist

    Job Locations US-CA-Costa Mesa
    Job ID
    Regular Full-Time
  • Responsibilities

    • Provides property tax reporting information with respect to leased property to outside service provider so they can prepare and file state and local property tax renditions
    • Coordinate wire transfers of funds to outside service provider in connection with the payment of property tax assessments
    • Generate property tax invoices to lessees based on allocation report received from outside service provider
    • Respond to inquiries made by property taxing authorities with respect to renditions filed and tax paid
    • Respond to inquiries made by lessees (or by lease administration and accounts receivable) with respect to renditions filed and property tax allocated
    • Prepare property tax estimates, special reports and analyses requested by lessees
    • Assist Tax Analyst with property tax audits
    • Prepare and file state and local sales and use tax returns as assigned by Tax Analyst
    • Verification and processing of sales tax resale and exemption certificates
    • Review sales quotations to customers and determine correct amount of sales tax for each product listed on the quotation
    • Maintain sales and use tax calendar
    • Respond to inquiries made by sales and use tax authorities with respect to returns filed and tax paid
    • Respond to inquiries made by lessees (or by lease administration and accounts receivable) with respect to sales and use tax invoiced
    • Maintain hard copy and electronic files
    • Keep abreast of new legislative and other developments in the property and sales tax area

    Qualifications / Education

    • 1-2 years of experience in the property tax, sales tax or accounting fields
    • Proficiency with MS Word and MS Excel
    • Proficiency or familiarity with Great Plains GL, Leasewave, Vertex and PTMS
    • Understanding of accounting and business principles
    • Bachelors Degree in Accounting or Economics


    • Must be highly motivated individual with high level of initiative and an attitude of willingness
    • Ability to learn and conceptualize quickly
    • Must be team player willing to assist others at all levels of the organization
    • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
    • Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
    • Strong attention to detail
    • Ability to communicate effectively on a one-on-one basis or in group setting
    • Ability to exercise strict confidentiality


    Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.


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