Insight Investments

Receive alerts when this company posts new jobs.

Similar Jobs

Job Details

Tax Analyst

at Insight Investments

Posted: 9/29/2019
Job Reference #: 1453

Job Description

  • Job LocationsUS-CA-Costa Mesa
    Job ID
    Regular Full-Time
    Insight Investments
  • Responsibilities


    • Preparation, review and filing of company’s foreign, state and local sales tax returns
    • Maintain tax calendar to ensure that returns are timely prepared
    • Processing and cataloging sales tax re-sale and exemption certificates
    • Prepare and file claims for refund
    • Streamlining work processes and systems related to the preparation of sales tax returns and allocation of tax to lessees and buyers
    • Review of sales and leasing transactions for proper sales tax treatment
    • Prepare and/or review cash flow projections related to the payment of sales taxes
    • Assist with reconciliation of sales tax accounts on general ledger
    • Provide technical assistance for property tax function
    • Perform sales and property tax research
    • Assist with sales tax audits
    • Perform special projects of a tax or accounting nature as assigned

    Qualifications / Education


    • 3-5 years of experience in the sales/use and property tax compliance areas
    • Proficiency with Excel (required)
    • Proficiency or familiarity with Great Plains Dynamics and Vertex (preferred)
    • Understanding of accounting and business principles



    • 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 organizational and time management skills with the ability to multi-task and work autonomously or with a team
    • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
    • 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.