Senior Tax Specialist

POSITION CRITERIA NEEDED:

You are in Austin, TX, a licensed CPA (or CPA-Candidate), and over the last 5 years you have prepared a large number of personal and/or business tax returns using SchC’s, SchE’s, SCorps and Partnership returns in a variety of industries. If you’re a top candidate, you’ll have over 10 years of tax extensive experience preparing these same returns.

HOW IS MY LIFE DIFFERENT AT INSOGNA CPA?

We just don’t like the ‘old way’ of managing someone’s time…We believe in a more trusting, ‘open architecture’ that allows more freedom and a less stressful environment. Our team is very happy and knows what is expected of them, and so…as long as criteria is being met they’re free to be flexible with their time. Insogna CPA is unique in that our technologies support job performance anywhere you work with weekly flex scheduling (even during tax seasons) in office and at home.

POSITION CRITERIA NEEDED:

You are in Austin, TX, a licensed CPA (or CPA-Candidate), and over the last 5 years you have prepared a large number of personal and/or business tax returns using SchC’s, SchE’s, SCorps and Partnership returns in a variety of industries. If you’re a top candidate, you’ll have over 10 years of tax extensive experience preparing these same returns.

HOW IS MY LIFE DIFFERENT AT INSOGNA CPA?

We just don’t like the ‘old way’ of managing someone’s time…We believe in a more trusting, ‘open architecture’ that allows more freedom and a less stressful environment. Our team is very happy and knows what is expected of them, and so…as long as criteria is being met they’re free to be flexible with their time. Insogna CPA is unique in that our technologies support job performance anywhere you work with weekly flex scheduling (even during tax seasons) in office and at home.

Since we started in 2011, our Tax Department continues to grow exponentially every year in volume of work. Our current team of 6, specializing in bookkeeping and tax, are always adding high-performing team members to serve our growing volume of valued customers.

Our team is friendly and eager to help everyone here succeed and adapt. You will get direct involvement with fellow team members to learn and work on various types of tax returns, which will continue accelerating your learning process. We will give you support and get you immediately involved understanding our technology, processes and hands-on experience with customer interaction.

A GROWING CAREER HERE LOOKS LIKE…

Insogna CPA offers you an exciting and flexible growth opportunity, ongoing training, and a great teamwork environment dedicated to helping one-another achieve personal career goals.

Understanding the tax code is a critical part of your role here to help people save money. As a tax expert, you’ll join our team of talented tax professionals to help clients analyze the tax effect of complex decisions, reduce overall tax rates, and pursue performance objectives – and, of course, help prepare returns. 🙂
Our Tax Department continues to grow in number and in volume of work, and we need a well-rounded Senior candidate to help us continue our excellent client service.

SO…ABOUT YOU?

We’re looking for people who are well-rounded, out-of-the-box thinkers, who are self-motivated, enjoy contributing as a high-performing team member, who embraces tech-savvy solutions, who understand the importance of professionalism, look to achieve technical excellence, are committed to the highest standards to assist providing expert tax services to our valued customers, and supporting our customers locally, regionally, nationally, and internationally.

You are a problem solver, with strong verbal and written English communication skills. You analyze and navigate tax code in order to be a valuable asset to your team and customers. You have a strong ability to prioritize tasks and work on multiple assignments in a fast-paced tax environment. You work both independently and as part of a team with professionals at all levels. And as you succeed in your role, you look forward to being met with increased challenges, responsibility, and promotion opportunities.

OTHER STUFF – Insogna CPA’s success is because of the gifted professionals who commit their careers to our firm. Our commitment to you includes:

  • Remote/Flexible Work Arrangements
  • Our tech-based solutions have allowed us to work anywhere since 2011
  • Business casual dress – always
  • Competitive compensation
  • 401(k) Plan with safe harbor matching
  • 15 days PTO time off – really more though…read above.
  • Nine paid holidays
  • Free Health & Dental Insurance benefits

Join a high-performing team offering a weekly flexible ‘open architecture’ culture. Contact us for more information. We can’t wait to hear from you!

You have requested that Indeed ask candidates the following questions:

  • How many years of tax preparation experience do you have?
  • What is the highest level of education you have completed?
  • Are you able to work in Austin, TX 78746?
  • Do you have the following license or certification: Certified Public Accountant (CPA)?

Data Entry Specialist

OVERVIEW:

A growing tech-based CPA firm offering weekly flex scheduling. We’re seeking a Data Entry Specialist who is technology-savvy and a high-performing team member to be a shining light to our valued bookkeeping department. We’re needing an independent, get-the-job-done person where your contribution helps support our valued clients and supports the bookkeeping team to help the company continue growing.

POSITION CRITERIA NEEDED:

You are in Austin, TX (available to be in office) who is looking for a career in accounting with this data entry position and looking to grow with Insogna CPA into more experienced positions within the bookkeeping department. A strong candidate will have a very strong knowledge of QuickBooks Online (QBO) and preferred 1-3 years of experience in a professional services environment.

OVERVIEW:

A growing tech-based CPA firm offering weekly flex scheduling. We’re seeking a Data Entry Specialist who is technology-savvy and a high-performing team member to be a shining light to our valued bookkeeping department. We’re needing an independent, get-the-job-done person where your contribution helps support our valued clients and supports the bookkeeping team to help the company continue growing.

POSITION CRITERIA NEEDED:

You are in Austin, TX (available to be in office) who is looking for a career in accounting with this data entry position and looking to grow with Insogna CPA into more experienced positions within the bookkeeping department. A strong candidate will have a very strong knowledge of QuickBooks Online (QBO) and preferred 1-3 years of experience in a professional services environment.

This position requires heavy data entry daily and maintaining excellent note taking as the team engages with you on-going about each client and their unique businesses. A strong candidate takes full responsibility for each clients’ daily bookkeeping entries and has a strong competency and technical skill set with a basic knowledge of accounting principles and standard accounting processes for recording a company’s business transactions and willingness to learn how the recording of every transaction affects the financials.

You also have a strong working knowledge of Microsoft Outlook, Excel and Word, with experience in accounting software (QuickBooks Desktop, QBO and Xero).

WHAT YOUR DAY LOOKS LIKE…

Your days will be filled as a key role helping our small business clients manage their daily accounting. You will be working side-by-side with our senior bookkeeping team, who will be a resource for you. Daily duties include data entry for many difference clients in various industries – It’s never boring here, or the same any day.

Daily activity typically includes helping with entry for AP/AR, recording transactions, creating rules, entering bills, updating loan balances, and communicating with the team regularly about issues discovered so we can communicate with the clients in real-time. We currently work almost exclusively in QuickBooks Online.

If your able to work independently, sometimes with little direction, but also love being a part of a team working together to make important things happen every day…You just might love this role! 🙂 We work efficiently smart during busy times, and like to have fun during slower periods, and we’re looking for someone who understands the importance of both – which is someone who will succeed at Insogna CPA.

HOW IS MY LIFE DIFFERENT AT INSOGNA CPA?

We just don’t like the ‘old way’ of managing someone’s time…We believe in a more trusting, ‘open architecture’ that allows more freedom and a less stressful environment. Our team is very happy and knows what is expected of them, and so…if criteria is being accomplished timely, team members are free to be flexible with their time. Insogna CPA is unique in that our technologies support job performance anywhere you work with weekly flex scheduling in office and at home.

Since we started in 2011, we continue to grow exponentially every year in volume of work. Our team is friendly and eager to help everyone here succeed and adapt. You will get direct involvement with fellow team members to learn and work on various types of bookkeeping clients, which will continue accelerating your learning process. We will give you support and get you immediately involved understanding our technology, processes and hands-on experience with customer interaction.

A GROWING CAREER HERE LOOKS LIKE…

Insogna CPA offers you an exciting and flexible opportunity, ongoing training, and a great teamwork environment dedicated to helping one-another achieve personal career goals.

Understanding that being a leader in your role is a critical part of your success here will help contribute to your continued growth here. You’ll join our team of talented professionals who provide excellence to our valued clientele.

Our next promotion from this entry-level position is to Junior Bookkeeping Specialist.

SO…ABOUT YOU?

We’re looking for a person who is well-rounded, out-of-the-box thinker, who is self-motivated, enjoys contributing as a high-performing team member, who embraces becoming expertly efficient with tech-savvy solutions, who understand the importance of professionalism, look to achieve technical excellence, is committed to the highest standards to assist our valued clients, and supports our customers locally, regionally, nationally, and internationally with a friendly smile and voice.

You are a problem solver, with strong verbal and written English communication skills. You are a valuable asset to your team and customers. You have a strong ability to prioritize tasks and work on multiple assignments in a fast-paced environment. You work both independently and as part of a team with professionals at all levels. And as you succeed in your role, you look forward to being met with increased challenges, responsibility, and promotion opportunities.

OTHER STUFF – Insogna CPA’s success is because of the gifted professionals who commit their careers to our firm. Our commitment to you includes:

  • Remote/Flexible Work Arrangements
  • Our tech-based solutions have allowed us to work anywhere since 2011
  • Business casual dress – always
  • Competitive compensation
  • 401(k) Plan with safe harbor matching
  • 15 days PTO time off – really more though…read above.
  • Nine paid holidays
  • Health benefits

Join a high-performing team offering a weekly flexible ‘open architecture’ culture. Contact us for more information. We can’t wait to hear from you!

Client Accounting Controller

OVERVIEW:

A growing tech-based CPA firm offering weekly flex scheduling. We’re seeking a Client Accounting Controller who is technology-savvy and a high-performing team member to be the shining light to our valued small business owners. We’re needing an independent, get-the-job-done person where your contribution helps support our valued clients and supports the team to help the company continue growing.

POSITION CRITERIA NEEDED:

This position is in Austin, TX (available to be in office), and requires a candidate who enjoys communicating with clients over the phone, video chat and in-person. You have at least 5 years of experience in a professional services environment, with a very strong knowledge of accounting principles, and the ability to manage a large volume of client small businesses monthly.

OVERVIEW:

A growing tech-based CPA firm offering weekly flex scheduling. We’re seeking a Client Accounting Controller who is technology-savvy and a high-performing team member to be the shining light to our valued small business owners. We’re needing an independent, get-the-job-done person where your contribution helps support our valued clients and supports the team to help the company continue growing.

POSITION CRITERIA NEEDED:

This position is in Austin, TX (available to be in office), and requires a candidate who enjoys communicating with clients over the phone, video chat and in-person. You have at least 5 years of experience in a professional services environment, with a very strong knowledge of accounting principles, and the ability to manage a large volume of client small businesses monthly.

A heavy client contact, communicating regularly with our valued clients over the phone, video chat and in-person is required to building excellent relationships by getting to know many different clients and their unique businesses.

A great part of this role is taking full responsibility, across multiple industry sectors, for a client’s accurate financial statements, budgeting, forecasting, advising on accounting and business processes and procedures, and consulting on other issues as needed. You have a strong competency and technical skill set with a very strong knowledge of accounting principles & processes to advise clients with their various controller needs.

This role requires a strong organizational skill set with an experienced working knowledge of Microsoft Outlook, Excel, Word, QuickBooks Desktop, QuickBooks Online and 3>sup>rd party solutions.

WHAT YOUR DAY LOOKS LIKE…

Your days will be filled as a key role helping our small business clients managing their controller needs. You will be working side-by-side with our senior team, who will be a resource for and with you. Daily duties include accounting for a large number of difference clients in various industries – It’s never boring here, or the same any day.

If your able to work independently, sometimes with little direction, but also loves being a part of a team working together to make important things happen every day…You just might love this role! 🙂 We work efficiently smart during busy times, and like to have fun during slower periods, and we’re looking for someone who understands the importance of both – which is someone who will succeed at Insogna CPA.

HOW IS MY LIFE DIFFERENT AT INSOGNA CPA?

We just don’t like the ‘old way’ of managing someone’s time…We believe in a more trusting, ‘open architecture’ that allows more freedom and a less stressful environment. Our team is very happy and knows what is expected of them, and so…if criteria is being accomplished timely, team members are free to be flexible with their time. Insogna CPA is unique in that our technologies support job performance anywhere you work with weekly flex scheduling in office and at home.

Since we started in 2011, we continue to grow exponentially every year in volume of work. Our team is friendly and eager to help everyone here succeed and adapt. You will get direct involvement with fellow team members to learn and work on various types of bookkeeping clients, which will continue accelerating your learning process. We will give you support and get you immediately involved understanding our technology, processes and hands-on experience with customer interaction.

A GROWING CAREER HERE LOOKS LIKE…

Insogna CPA offers you an exciting and flexible opportunity, ongoing training, and a great teamwork environment dedicated to helping one-another achieve personal career goals.

Understanding that being a leader in your role is a critical part of your success here will help contribute to your continued growth here. You’ll join our team of talented professionals who provide excellence to our valued clientele.

SO…ABOUT YOU?

We’re looking for a person who is well-rounded, out-of-the-box thinker, who is self-motivated, enjoys contributing as a high-performing team member, who embraces becoming expertly efficient with tech-savvy solutions, who understand the importance of professionalism, look to achieve technical excellence, is committed to the highest standards to assist our valued clients, and supports our customers locally, regionally, nationally, and internationally with a friendly smile and voice.

You are a problem solver, with strong verbal and written English communication skills. You are a valuable asset to your team and clients. You have a strong ability to prioritize tasks and work on multiple assignments in a fast-paced environment. You work both independently and as part of a team with professionals at all levels. And as you succeed in your role, you look forward to being met with increased challenges, responsibility, and promotion opportunities.

OTHER STUFF – Insogna CPA’s success is because of the gifted professionals who commit their careers to our firm. Our commitment to you includes:

  • Remote/Flexible Work Arrangements
  • Medical Insurance
  • Dental Insurance
  • Our tech-based solutions have allowed us to work anywhere since 2011
  • Business casual dress – always
  • Competitive compensation
  • 401(k) Plan with safe harbor matching
  • 15 days PTO time off
  • Nine paid holidays

Join a high-performing team offering a weekly flexible ‘open architecture’ culture. Contact us for more information. We can’t wait to hear from you!

You have requested that Indeed ask candidates the following questions:

  • How many years of accounting experience do you have?
  • How many years of monthly financial reporting to management experience do you have?
  • How many years of QuickBooks Online experience do you have?
  • How many years of tax planning experience do you have?
  • What is the highest level of education you have completed?
  • Are you able to work in Austin, TX 78746?
  • Do you have the following license or certification: A valid CPA or CPA candidate?
  • Are you authorized to work in the following country: United States?