Insight Investments Corporate Office - Costa Mesa, CA

Sr. Tax Accountant

Job Locations US-CA-Costa Mesa | US-AZ-Scottsdale
Job ID
2020-1516
Type
Regular Full-Time
Division
Insight Investments

Responsibilities

Responsibilities as assigned:

  • Preparation and Review of company’s foreign, state and local income tax, sales, excise and property tax returns prepared by Income Tax, Sales and Property Tax Specialists
  • Monitor and update tax calendar to ensure that returns are timely prepared and scheduled for completion
  • Monitor the processing and cataloging of sales and excise tax re-sale and exemption certificates
  • Maintain hard copy and electronic files
  • Keep abreast of new legislative and other developments in the Federal and State Income Tax and sales, excise and property tax areas and advise Tax Director and Indirect Tax Manager and Income Tax Supervisor accordingly
  • Prepare and file claims for refund and correspondence seeking informal tax rulings
  • Streamlining work processes and systems related to the preparation of sales, excise and property tax returns and allocation of tax to lessees and buyers
  • Maintain sales and excise tax matrixes used to determine taxability of various products including software and maintenance contracts
  • Reconcile sales and excise tax accounts on general ledger
  • Training and development of direct reports (if any)
  • Prepare foreign, federal and state income and franchise tax returns as needed
  • Perform sales, excise and property tax research
  • Assist the Director of Tax and Indirect Tax Manager with sales, excise and property tax audits
  • Perform special projects of a tax or accounting nature as assigned by the Director of Tax or VP Finance & Treasury
  • Contribute to year-end financial statement audit, periodic bank audits and annual tax requests
  • Execute annual strategic departmental objectives
  • Assist with ad hoc month-end accounting duties, projects and fulfill cross-departmental requests
  • Preparation, review and timely filing of individual, s Corp, LLC and trust/foundation foreign, state and local sales and property tax returns
  • Monitor and update tax calendar to ensure that returns are timely and accurately prepared
  • Review and processing of sales tax re-sale and exemption certificates and property tax exemption certificates
  • Review of sales and leasing transactions for proper sales and property tax and invoicing treatment
  • Prepare/review cash flow projections related to the payment of sales and property taxes
  • Prepare/ review reconciliations of sales and property tax accounts on general ledger
  • Participate in the resolution of tax controversies involving tax authorities, customers and vendors

Qualifications / Education

Qualifications:

  • Proficiency with MS Word and MS Excel, MS Office Suite Familiarity
  • 5-8 years of experience in the Federal and State income tax, sales, excise and property tax areas
  • Familiarity with Great Plains GL, Leasewave, Avalara or Vertex, PTMS and Checkpoint RIA or CCH a bonus but not required.
  • Understanding of accounting and business principles
  • Understanding of commercial leasing principles a plus or ability to learn them
  • Ability to perform tax research in the Federal and State income tax, sales and property tax areas

Education:

  • Bachelor’s Degree with a Major in Accounting or Finance preferred.

Skills

Skills:

  • Must be highly motivated individual with high level of initiative and an attitude of willingness
  • 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

Division

Insight Investments

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