Manager – Accounting & Business Advisory

Insite US; Massachusetts; Hybrid; USD 110,000 - 150,000; Full time

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

Manager – Accounting & Business Advisory | Boston / Andover / Providence | Hybrid

If you enjoy public accounting but don't want your career to be defined by one narrow service line, this is worth a look.

I'm working with a growing CPA firm that's looking for a Manager to join its Business Advisory team across Boston, Andover or Providence.

It's a genuinely varied position combining accounting, tax, client advisory and team leadership. You'll work closely with privately held businesses and their owners, becoming a day-to-day advisor rather than only appearing at year-end.

What you'll actually be doing

You'll take ownership of a portfolio of clients and have responsibility for engagements from planning through delivery, including:

• 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.

Who are they looking for?

You’ll probably already be at Manager level, or be an experienced Senior/Supervisor who's ready for more responsibility.

The main requirements are:

• 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.

Why it's interesting

The biggest attraction is the breadth.

Rather than choosing between being a pure tax professional or staying entirely within accounting and assurance, you’ll get exposure across both while developing much stronger advisory relationships with clients.

For someone who likes working directly with business owners, wants more autonomy over their engagements, and enjoys being involved in the bigger picture of a client's business, it’s a strong next step.

Locations: Boston, MA | Andover, MA | Providence, RI