Experience Inc. Jobs

Job Description

One of the largest Tax Accounting Firms in the US is seeking to hire a Lead Client Advisors for their Small Business division. In this position, this candidate will be seen as the 'subject matter expert' for the team. They will be responsible for mentorship, knowledge share, providing guidance, reviewing of associates work etc. While this role will have no direct reports from a managerial perspective - they should be an expert with all things Tax and Bookkeeping.

Additional responsibilities are as below...

Preparing business income tax returns and statements for audits

Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning

Identify areas where clients and businesses can reduce tax, make claims and increase profit

Engage regularly with clients and maintaining strong relationships

Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques. Regularly research financial landscape and market trends.

Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business. Validate the accuracy of data from subsystems.

Process subsystems or subsidiary interfaces. Validate the accuracy of the interfaced data. Perform follow up and resolution of determined issues.

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 .

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Skills and Requirements

10+ years experience: Small Business & Entity Tax Preparation Experience

Preparing yearend Tax Returns for Small Businesses, Corporations, Partnerships, Trusts/Estates (business side)

Corporations, Business, Rentals, C-Corp, S-Corp, LLC, Sole Prop., Partnerships etc.

7+ year: Small Business Bookkeeping/General Accounting Experience

General Ledger, Payroll, Entering in Data to QuikBooks etc.

Experience with Personal Tax Filings

1099/W2 CPA/EA null

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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.