A client of Insight Global is a rapidly growing accounting and tax firm that exclusively serves small to mid-sized business clients with multiple offices around the country. Our business is different than a traditional Accounting firm in that we provide a monthly package to our clients that bundle accounting, tax and payroll together! This fantastic role is as an Accounting & Tax Specialist to join our team in our office just north of Providence, Rhode Island. We have a history of strong and steady growth and are backed by a strong investment team. If you are the candidate who is looking to develop effective business solutions and provide effective accounting & tax support to our small business clients, we are interested in sharing this opportunity with you. You will provide a structured package of services including monthly prepared statements, tax preparation and planning and most importantly -- advice and consultation. Our clients depend on our expertise and our commitment to personal service.
*This role does not have direct reports but manages a client base and must be skilled with working with multiple clients on a monthly basis.
LOCATION: This role is located in North Smithfield, RI.
RESPONSIBILITIES: Your main responsibility will be to provide outstanding personal service to a section of our small business clientele in the following areas:
* Supervise and review monthly prepared financial statements; make accounting adjustments as needed. You will be working with 70-80 clients per month.
* Prepare and review tax filings (S Corp, LLC, 1040, etc.)
* Support our clients with ongoing tax planning and projections - this entails working directly with clients in the summer/fall for tax & salary projections and tax prep from January-April
* Facilitate client meetings for tax projections and recommendations
* Plans, supervises, review and completes client engagements/tax project work
* Develop long-standing relationships with clients through a high level of client service interactions
* Identifies opportunities within client base to expand services; presents new solutions that result in client growth & satisfaction
* Resolution of client issues as needed
* Year-end tax planning for various business entities in coordination with the business owner's personal tax returns
· Bachelors degree required; preferably in Accounting
· CPA or EA preferred
· Minimum of 3-5 years recent experience in an accounting firm working with small businesses and working with multiple clients on a monthly basis
· Experience interacting with clients through various communication channels
· Upbeat, confident personality allowing for client interaction
· Experience with compilation engagements
· Experience with tax return preparation for S Corporations, Partnerships and individuals
· General knowledge of payroll taxes and filings required
· Must be computer savvy and experienced with QuickBooks and MS Office; other tax software is a big plus!
· Desire to learn and grow your professional skills
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.