Job Description
Key Responsibilities for Office Administration
Manage general office tasks (supplies, mail/packages, meeting logistics, shared inbox/calendar support, onsite vendor coordination).
Maintain organized digital and physical filing systems; enforce naming/retention conventions.
Draft and format internal communications, SOPs, and checklists.
1099 & Year‑End Support (Primary Focus)
Own the annual 1099 preparation checklist.
Collect and validate W‑9 forms; maintain accurate vendor master data (legal name, TIN, address, entity type).
Prepare recipient statements (e.g., 1099‑NEC/1099‑MISC) and year‑end documentation packets for review/approval.
Support e‑file/transmittal processes and mailing; track acknowledgments and remediate rejections.
Maintain audit trail: workpapers, change logs, approvals, proof of delivery, and final submissions.
Monitor regulatory deadlines and assist with B‑notice/backup withholding workflows when applicable.
Reporting in Excel
Build and maintain recurring Excel reports (vendor spend, exception logs, filing status trackers, aging, quality metrics).
Partner with Finance to standardize templates and automate routine reconciliations where feasible.
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/.
Required Skills & Experience
- Excel Experience is required (nothing too senior,
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.