TAX Associate (New York)

Insight Global is looking for a Tax Associate to join one of their Investment Banking clients in New York City. The Tax Associate will take primary responsibility for preparing corporate and partnership tax returns and supporting workpapers, including annual filings, quarterly estimated payments, tax provision documentation, and various indirect tax submissions. This role also involves coordinating and conducting first-level reviews of compliance materials prepared by the firms external tax advisors. Additionally, the Tax Associate will play a key role in supporting the Tax Departments initiatives related to planning, risk management, and controversy matters such as audits, legislative impact analysis, global reporting, and transfer pricing. This role demands the ability to thrive in a dynamic environment, with a strong emphasis on technical tax expertise, analytical thinking, clear communication, and effective collaboration with the Firms external tax advisors. This is a hybrid role requiring 2-3 days a week onsite in the NYC office.

Day to day responsibilities :

Prepare and review corporate and partnership federal, state and local tax returns (Forms 1120, 1065, Schedule K-1, 5471 and 8858)

Compile and organize underlying data to support quarterly tax provision and year-end compliance, working closely with external tax advisors

Prepare and review U. S. and international income tax provisions on a quarterly basis

Calculate corporate and partnership estimated tax payments

Support federal, state, and local tax audits in collaboration with the Tax Department and external advisors

Analyze and respond to tax notices

Maintain the tax calendar and compliance filing matrix to ensure timely submissions

Partner with internal teams across the organization to meet quarterly and annual tax compliance and provision requirements

Prepare and review indirect tax filings, including sales and use, excise, and commercial rent returns

Contribute to automation and systems implementation initiatives aimed at streamlining the tax reporting process

Monitor and communicate relevant tax legislation and rulings to keep the Tax team informed

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 / .

CPA Certified Public Accountant

Master's degree in taxation

Experience with advanced Excel and / or technology functions (Power Query, Macros, VBA, Python-based scripts)

3-6 years of Corporate and Partnership tax experience

Bachelors degree in accounting or similar field

Big4 or public accounting experience

Experience within financial services or traditional banking industry

Knowledge of tax compliance software (Go-System, Corptax, Vertex, SuperForm)

Strong experience with MS Office