Job Search Results for cpa
Nov 10, 2022
Las Vegas, NV
|
Help Desk
|
Contract-to-perm
|
$19 - $24 (hourly estimate)
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DAY TO DAY:? Application Support services: GE CENTRICITY PERIOPERATIVE ANESTHESIA (CPA), GE CENTRICITY PERIOPERATIVE MANAGEMENT (CPM), VOCERA, PROVATION MEDICAL, and other miscellaneous applications... that are linked to these.? PROBLEM solve and identify solutions to non-standard requests.? DOCUMENT and communicate effectively in order to ensure timely resolutions.? SUPPORT by Working with third-party vendors in order to support the GE CPM, GE CPA, Vocera, Provation Medical (ProvationMD);? Assesses and interpret customers' needs and requirements.? TESTING the functionality of application(s) as the environment is constantly applying updates/patches to different environments we are in and linked to;? TAKE OWNERSHIP for tickets, service requests that come into HEAT ticketing system.? SUPPORT and assist with Vendor Access Requests.? TROUBELSHOOT and assist UHG ServiceDesk tickets and requests, if any.? DOCUMENT and prepare to send out notifications/outages/maintenance via email to the stakeholders.? Analyze technology solutions options and provides feedback to appropriate parties.? Maintain with all IT policies and procedures required.? TAKE OWNERSHIP to schedule TEAMS meetings in order to gather appropriate IT professionals and or Clinical Management in order to communicate on a bigger scale for projects, tasks, updates, if no project manager is involved.? Run through the testing process a clinical staff members would process through a patient case file in a day.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .
May 22, 2025
Kennesaw, GA
|
Accounting
|
Contract
|
$46 - $57 (hourly estimate)
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Lead all external audit processes, including preparation of client-prepared schedules for quarterly reviews, annual audit and SOX 404 testing, and maintenance of financial reporting process... documentation. Analyze data to identify and interpret trends; make recommendations for improvements to the necessary business areas.Participate in and/or lead special projects (e.g. implementation/maintenance of new accounting standards and/or systems) and meetings.Select, lead, manage and engage a team of salaried associates who perform the accounting, reconciliation, and reporting functions.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .
Jun 28, 2024
Rogers, AR
|
Accounting / Finance
|
Perm
|
$100k - $200k (estimate)
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To prepare and file all required financial reporting for public company reporting to the Security and Exchange Commission, along with required oversight for internal controls and information for... external auditors. Responsible for review and filing of all income and sales tax returns for federal, state and local levelsPrepare all reporting to Security and Exchange Commission (quarterly, annually and specific events). * Monitor accounting rules and applicable changes effecting Car-Mart. * Provide oversight of all external audits on financial reports, internal controls, sales taxes and income taxes. * Provide sales tax reporting, research and maintenance for dealerships. * Provide income tax reporting, research and tax returns. * Review and monitor internal controls (including Internal Audit review). * Provide support for loan/credit loss reporting and perform allowance analysis. * Perform stock option tracking, stock compensation and common stock equivalents calculations. * Monitor sales contracts for proper add-ons and sales taxes. * Provide oversight of external audit of 401k plan. * Other duties and responsibilities as assigned by your direct manager. * Follow company policies and procedures and support company mission, vision, values and standards of ethics. * Daily attendance required to ensure all duties are completed in a timely fashion.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .
May 29, 2025
Austin, TX
|
Accounting
|
Perm
|
$85k - $95k (estimate)
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Become the subject matter expert for topics such as acquisition accounts receivable and revenue Lead due diligence efforts for revenue and receivables Execute revenue and accounts receivable... special projects in conjunction with team supervisor Maintain the Patient Refund subledger for acquisitions Resolve posting errors and account reconciliation variances Identify and participate in process improvement opportunities Prepare accurate and timely reconciliations of certain key accounts receivable and revenue accounts Prepare monthly journal entries, flux analysis, and ad hoc reporting Contribute to various aspects of the monthly, quarterly, and year end close process Assist in fulfillment of external and internal audit requirements Provide support on ad-hoc projects Perform other duties as assignedWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .
Aug 25, 2023
Chicago, IL
|
Accounting / Finance
|
Perm
|
$170k - $180k (estimate)
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This role will lead the external reporting process, prepare financial statements and disclosures, including MD\u0026A, and develop statistical and financial analysis of reports and data. Responsibilities:Financial Reporting \u0026 Analysis 60% *Consolidate financial results ensuring expenses and revenues from all areas have been recorded accurately and timely *Manage the monthly/annual external reporting function; lead the preparation of all financial statements and footnote disclosures, as well as MD\u0026A *Ensure proper accounting/reporting of minority (non-controlling) interest; monitor, and update the Health2047, Inc. capital structure for spinout companies *Supports preparation of the annual report, including management\u0027s discussion and analysis, highlights, and related financial pages *Compile monthly financial book for distribution to senior management and the Board and prepare PowerPoint presentations for use at the Finance Committee meetings *Perform quarterly financial review, analysis, preparation, and reporting of financial data and trends for assigned business areas; maintain and deliver revenue forecast and budget analysis *Meet regularly with personnel outside of Finance to review and interpret their area\u0027s financial statementAnnual Budget 20% *Consolidate and analyze preliminary submissions, identify relevant variances, and pursue explanations of financial results for unusual items following up with departments for explanation *Prepare review documents for use by senior management in reviewing each area\u0027s budget *Prepare internal budget book for distribution to senior management and the board for final approval and PowerPoint presentations for use at the Finance Committee budget meeting *Prepare external budget book for distribution to the House of DelegatesCost Allocation 10% *Monitor cost allocation methodologies and guidelines; lead allocations and recommend modifications *Coordinate with all business units to ensure accuracy of metrics and concise documentation of the allocation methodology; create and maintain automated monthly routine allocations, review and update calculations annually Staff Management 10% *Lead, mentor, and educate assigned staff; set direction, objectives, and project priorities; evaluate staff performanceWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC \"Know Your Rights\" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Financial Reporting \u0026 Analysis Manager","City":"Chicago","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Must Haves: *Bachelor\u0027s degree in Accounting or similar field *7+ years in accounting and financial reporting *3+ years of management/supervisory experience and ability to grow and mentor staff *Expert analytical and technical skills in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) rules and standards *proficiency of equity method accounting and consolidations (including non-controlling interest). *Highly knowledgeable on current U.S. generally accepted accounting principles, including SEC, FASB, and EITF rules. *Skilled in use of personal computers and relevant software packages; in particular, Hyperion software applications, Microsoft Office (Word, Excel, Power Point and Access), Lawson and Blackline. *Demonstrated strong analytical and critical thinking skills. *Strong interpersonal skills; demonstrated ability to develop and sustain cross-functional relationships across the organization. *Strong oral and written communications skills with the ability to express complex business concepts effectively; strong presentation skills required to evangelize systems and processes; prepares written business documents that are professional.","Skills":"Plusses: *CPA strongly preferred *MBA","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":180000.0000,"SalaryLow":170000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Day to day:Our client is looking for a Financial Reporting & Analysis Manager to join the financial team and manage 1-2 Financial Analysts daily. This role reports into the VP of Controller and... responsible for the company's external financial reporting including managing and/or performing all financial functions associated with monthly/annual revenue analysis and designing and documenting internal control. The Financial Reporting & Analysis Manager will oversee monthly/annual external reporting, forecast and annual budgets for the entire company, the Insurance Agency group, and Health2047 & Subsidiaries. This role will lead the external reporting process, prepare financial statements and disclosures, including MD&A, and develop statistical and financial analysis of reports and data. Responsibilities:Financial Reporting & Analysis 60% *Consolidate financial results ensuring expenses and revenues from all areas have been recorded accurately and timely *Manage the monthly/annual external reporting function; lead the preparation of all financial statements and footnote disclosures, as well as MD&A *Ensure proper accounting/reporting of minority (non-controlling) interest; monitor, and update the Health2047, Inc. capital structure for spinout companies *Supports preparation of the annual report, including management's discussion and analysis, highlights, and related financial pages *Compile monthly financial book for distribution to senior management and the Board and prepare PowerPoint presentations for use at the Finance Committee meetings *Perform quarterly financial review, analysis, preparation, and reporting of financial data and trends for assigned business areas; maintain and deliver revenue forecast and budget analysis *Meet regularly with personnel outside of Finance to review and interpret their area's financial statementAnnual Budget 20% *Consolidate and analyze preliminary submissions, identify relevant variances, and pursue explanations of financial results for unusual items following up with departments for explanation *Prepare review documents for use by senior management in reviewing each area's budget *Prepare internal budget book for distribution to senior management and the board for final approval and PowerPoint presentations for use at the Finance Committee budget meeting *Prepare external budget book for distribution to the House of DelegatesCost Allocation 10% *Monitor cost allocation methodologies and guidelines; lead allocations and recommend modifications *Coordinate with all business units to ensure accuracy of metrics and concise documentation of the allocation methodology; create and maintain automated monthly routine allocations, review and update calculations annually Staff Management 10% *Lead, mentor, and educate assigned staff; set direction, objectives, and project priorities; evaluate staff performanceWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .
Nov 21, 2024
Bracebridge, ON
|
Accounting
|
Perm
|
$50k - $70k (estimate)
{"JobID":392351,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-79.2875180909091,"Longitude":45.0541524545455,"Distance":null},"State":"Ontario","Zip":"P1L1Z9","ReferenceID":"TOR-748258","PostedDate":"\/Date(1732184210000)\/","Description":"Insight Global is looking for an Junior Accountant to join a growing public accounting firm in Bracebridge, ON on a full time basis. This candidate is responsible for completing detailed reviews of compilation engagements and ensuring they meet the standards of CSRS 4200 and assisting with preparing and monitoring assurance engagements (review and audits).Key responsibilities: * Preparation of compilation engagements, ensuring they are complete and meet the standards * Assist with preparing and monitoring assurance engagements (review and audits) * Ensure engagement is set up properly (correct engagement type, pre-acceptance and knowledge of client completed) * Prepare engagement letter for partner to sign * Detailed review of T1 personal tax returns an asset (but not required) * Ensure files are completed in a timely manner and on time * Preparation of tax and information returns * Prioritizing and budgeting time, documenting work performed and communicatedWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC \"Know Your Rights\" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Junior Accountant","City":"Bracebridge","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 1-3 years public accounting experience - CPA member in good standing or working towards CPA- Ability to work independently, meet deadlines, follow direction and learn quickly- Detail oriented with strong organizational and analytical skills- Interact and communicate with clients and fellow staff members- Experience with QuickBooks, Sage/Simply, Tax Cycle or CaseWare is beneficial- Proficient in MS Office Suite (word, excel, office)","Skills":"-Experience working with small to medium sized owner-managed corporations and not-for-profit organizations","Industry":"Accounting","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":70000.0000,"SalaryLow":50000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is looking for an Junior Accountant to join a growing public accounting firm in Bracebridge, ON on a full time basis. This candidate is responsible for completing detailed reviews of... compilation engagements and ensuring they meet the standards of CSRS 4200 and assisting with preparing and monitoring assurance engagements (review and audits).Key responsibilities: * Preparation of compilation engagements, ensuring they are complete and meet the standards * Assist with preparing and monitoring assurance engagements (review and audits) * Ensure engagement is set up properly (correct engagement type, pre-acceptance and knowledge of client completed) * Prepare engagement letter for partner to sign * Detailed review of T1 personal tax returns an asset (but not required) * Ensure files are completed in a timely manner and on time * Preparation of tax and information returns * Prioritizing and budgeting time, documenting work performed and communicatedWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .
Jun 02, 2025
Lexington-Fayette, KY
|
Accounting / Finance
|
Perm
|
$50k - $65k (estimate)
{"JobID":418345,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-84.4363636363636,"Longitude":38.0466363636364,"Distance":null},"State":"Kentucky","Zip":"40511","ReferenceID":"LOU-786175","PostedDate":"\/Date(1748898984000)\/","Description":"Insight Global is seeking an Accountant to be responsible for a variety of general accounting activities across several key areas, including Accounts Receivable and Payable (AR \u0026 AP), Cost Accounting, Financial Reporting, Global Financial Reporting, Internal Auditing, Inventory Control, and Payroll. Daily tasks will involve account reconciliation, month-end closing procedures, and assisting with the company\u0027s internal audit plan. The individual will also be involved in cost allocation, developing and enhancing inventory systems, and other general accounting tasks as assigned by management. Ensuring that all accounting work and deliverables adhere to Generally Accepted Accounting Principles (GAAP) is crucial. Additionally, the individual will assist in making sure that all necessary financial reports and disclosures comply with Sarbanes-Oxley (SOX) and SEC requirements. Coordination with internal departments and external parties will be essential to support accounting processes and achieve company objectives. The individual will also identify and implement best practices to improve existing processes and accuracy.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC \"Know Your Rights\" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Accountant","City":"Lexington-Fayette","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- Bachelor\u0027s degree in accounting (strongly preferred) or equivalent related experience- 2-4 years of related experience or training - Strong Working knowledge of Microsoft Office - Proficiency in Excel, including the ability to use and create complex formulas","Skills":"- CPA license or desire to obtain CPA license - Experience with ERP systems","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":65000.0000,"SalaryLow":50000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is seeking an Accountant to be responsible for a variety of general accounting activities across several key areas, including Accounts Receivable and Payable (AR & AP), Cost... Accounting, Financial Reporting, Global Financial Reporting, Internal Auditing, Inventory Control, and Payroll. Daily tasks will involve account reconciliation, month-end closing procedures, and assisting with the company's internal audit plan. The individual will also be involved in cost allocation, developing and enhancing inventory systems, and other general accounting tasks as assigned by management. Ensuring that all accounting work and deliverables adhere to Generally Accepted Accounting Principles (GAAP) is crucial. Additionally, the individual will assist in making sure that all necessary financial reports and disclosures comply with Sarbanes-Oxley (SOX) and SEC requirements. Coordination with internal departments and external parties will be essential to support accounting processes and achieve company objectives. The individual will also identify and implement best practices to improve existing processes and accuracy.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .
May 12, 2025
Longview, WA
|
Accounting / Finance
|
Perm
|
$106k - $127k (estimate)
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Insight Global is seeking an Internal Auditor to establish and lead audit operations, develop annual strategies, and ensure compliance through risk assessments. This role requires a strong leadership... background, experience with government grants, and expertise in regulatory compliance and financial auditing.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .
Nov 10, 2022
Phoenix, AZ
|
Accounting
|
Perm
|
$85k - $95k (estimate)
{"JobID":239237,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-111.984818181818,"Longitude":33.4302727272727,"Distance":null},"State":"Arizona","Zip":"85034","ReferenceID":"PHX-515464","PostedDate":"\/Date(1668118394000)\/","Description":"An engineering client of Insight Global is looking for a Sr. Accountant to join their team. This individual will be responsible for the following daily or weekly tasks. Reviewing monthly internal financial statements and other accounting reports. Assists management in year-end financial reports and audits. Works with governmental agencies regarding allowable costs and overhead rates. Analyze project costs and monthly cost allocations. Work on projects that often involved merging information among accounting systems requiring advanced Excel skills. Prepare and review monthly journal entries and accounting classifications. Performs monthly general ledger account reconciliations. Manages fixed assets including additions, disposals, monthly depreciation, and various reports using Sage fixed asset software. Prepare census reports and assist with month end report generation. Also will assist with various tax analysis and filing. Will need to conform with and abide by all regulations, policies, work procedures and instructions. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC \"Know Your Rights\" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Sr. Accountant","City":"Phoenix","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Bachelor\u0027s degree in Accounting or related fieldMinimum of 4 years of experience within corporate accounting, or at least 4 years of combined corporate/public/audit accounting experience. Advanced Excel skills (pivot tables, vlookups, large data sets)Strong verbal and written communication skills. Soft skills - Team player, even keeled, ability to juggle priorities and work under pressure.Ability to take constructive criticism and/or feedback.","Skills":"CPA or CPA CandidatePublic Accounting experienceBS210 or BSTEngineering or A\u0026E firm experience.","Industry":"Accounting","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":95000.0000,"SalaryLow":85000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
An engineering client of Insight Global is looking for a Sr. Accountant to join their team. This individual will be responsible for the following daily or weekly tasks. Reviewing monthly internal... financial statements and other accounting reports. Assists management in year-end financial reports and audits. Works with governmental agencies regarding allowable costs and overhead rates. Analyze project costs and monthly cost allocations. Work on projects that often involved merging information among accounting systems requiring advanced Excel skills. Prepare and review monthly journal entries and accounting classifications. Performs monthly general ledger account reconciliations. Manages fixed assets including additions, disposals, monthly depreciation, and various reports using Sage fixed asset software. Prepare census reports and assist with month end report generation. Also will assist with various tax analysis and filing. Will need to conform with and abide by all regulations, policies, work procedures and instructions. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .
Jun 02, 2025
Cleveland, OH
|
Accounting / Finance
|
Perm
|
$150k - $195k (estimate)
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Position Responsibilities: Estate and Legacy PlanningPerform estate planning document reviews by reading clients will, trusts, power of attorney, marital agreement, partnerships, or other legal documents and may create summaries, flowcharts, observations and recommendations.Develop and/or review technical, complex, and comprehensive estate plans focused on wealth transfer and estate planning that align with client values and minimize tax implications.Research and model financial, charitable, estate, and tax planning topics related to proposed or completed client transactions and offers analysis and recommendations.Participates in client meetings to present strategies and educate clients on complex estate and trust concepts.Review prospective clients estate, trust, tax, and financials and prepare recommendations on potential estate and wealth planning strategies.Serve as SME in estate and trust planning, advanced estate planning and gift tax planning.Collaborate with the clients estate attorney to coordinate client solutions.Comprehensive Financial PlanningReview and understand financial statements and business entity agreements to provide recommendations on titling and business structure.Experience with business entity selection, reorganization, and succession planning desired.Develop knowledge of all assigned clients through proactively cultivating relationships with Managing Directors and understanding the clients financial position and goals through review of client files and CRM.Mentorship and Team LeadershipParticipate in training and educating team members on estate and trust planning topics and deliverables.Review planning deliverables prepared by planning team and identify planning opportunities.Mentor and develop team members in estate, trust, and tax planning.May prepare white papers, articles, or guides for internal or external audience.Cross-functional CollaborationCollaboration with cross functional team: Managing Directors, tax, portfolio management, client service, and trust services.Interface with client attorneys, accountants, and other advisors to implement planning strategies.Salary: $150,000-$195,000We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC \"Know Your Rights\" Poster is available here. 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Day to Day: Insight Global is seeking a Director of Trust and Estates, Wealth Strategist within the Financial Planning Group for one of our top clients, a wealth management firm. This position uses... expertise in various areas of financial, estate, and tax planning to provide holistic estate, trust and financial planning strategies and solutions for ultra-high net worth individuals and multi-generational families. This client-facing role is a key member of a collaborative team providing their expertise in strategic wealth planning to support the Managing Director in empowering the client to achieve their goals. Position Responsibilities: Estate and Legacy PlanningPerform estate planning document reviews by reading clients will, trusts, power of attorney, marital agreement, partnerships, or other legal documents and may create summaries, flowcharts, observations and recommendations.Develop and/or review technical, complex, and comprehensive estate plans focused on wealth transfer and estate planning that align with client values and minimize tax implications.Research and model financial, charitable, estate, and tax planning topics related to proposed or completed client transactions and offers analysis and recommendations.Participates in client meetings to present strategies and educate clients on complex estate and trust concepts.Review prospective clients estate, trust, tax, and financials and prepare recommendations on potential estate and wealth planning strategies.Serve as SME in estate and trust planning, advanced estate planning and gift tax planning.Collaborate with the clients estate attorney to coordinate client solutions.Comprehensive Financial PlanningReview and understand financial statements and business entity agreements to provide recommendations on titling and business structure.Experience with business entity selection, reorganization, and succession planning desired.Develop knowledge of all assigned clients through proactively cultivating relationships with Managing Directors and understanding the clients financial position and goals through review of client files and CRM.Mentorship and Team LeadershipParticipate in training and educating team members on estate and trust planning topics and deliverables.Review planning deliverables prepared by planning team and identify planning opportunities.Mentor and develop team members in estate, trust, and tax planning.May prepare white papers, articles, or guides for internal or external audience.Cross-functional CollaborationCollaboration with cross functional team: Managing Directors, tax, portfolio management, client service, and trust services.Interface with client attorneys, accountants, and other advisors to implement planning strategies.Salary: $150,000-$195,000We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .