Accounting & Business Advisory Manager — Hybrid

Insite US

Massachusetts

Hybrid

USD 110,000 - 150,000

Full time

14 days+
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Job summary

Insite US in the United States Northeast seeks a Manager to join its Accounting & Business Advisory practice across Boston, Andover, or Providence in a hybrid model. You will own a client portfolio, lead engagements from planning through delivery, and mentor staff while coordinating with Partners and Senior Managers on complex matters.

This role blends accounting, tax and advisory work, offering broad exposure and a day-to-day advisory relationship with owners, not just year-end tasks.

Qualifications

  • 5–7+ years of public accounting or closely related experience.
  • CPA or equivalent professional qualification.
  • Experience with compilations and reviews.
  • Business and individual tax experience.
  • Previous responsibility for managing engagements and client relationships.
  • Experience supervising, reviewing and developing staff.
  • Comfortable managing several clients and deadlines simultaneously.
  • Experience with CCH Axcess Tax & Engagement, QuickBooks and Excel is particularly useful.

Responsibilities

  • Leading compilation and review engagements across a variety of industries.
  • Working directly with business owners and becoming a key point of contact.
  • Supporting business and individual tax planning, projections and compliance.
  • Preparing and reviewing tax returns and advisory deliverables.
  • Managing engagement budgets, deadlines, billing and workflow.
  • Reviewing work and delegating across Seniors and Associates.
  • Coaching and developing junior members of the team.
  • Working directly with Partners and Senior Managers on more complex client matters.
  • Getting involved in special projects and broader advisory work throughout the year.

Skills

5–7+ years public accounting
CPA
Compilations & reviews
Tax planning
Client relationships
Staff supervision
Engagement management
Budgeting & deadlines
Coaching juniors
Excel
QuickBooks
CCH Axcess Tax
CCH Engagement

Education

CPA or equivalent qualification

Tools

CCH Axcess Tax
CCH Engagement
QuickBooks
Excel

Job description

Insite US in the United States Northeast seeks a Manager to join its Accounting & Business Advisory practice across Boston, Andover, or Providence in a hybrid model. You will own a client portfolio, lead engagements from planning through delivery, and mentor staff while coordinating with Partners and Senior Managers on complex matters.

This role blends accounting, tax and advisory work, offering broad exposure and a day-to-day advisory relationship with owners, not just year-end tasks.

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