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About the Role
Join our Client Accounting Services (CAS) Team for variety, flexibility, and meaningful client work. This client-facing role allows you to build strong relationships and collaborate with professionals at all levels, offering a chance to make a real impact.
Responsibilities
- Project-based accounting work for various local clients.
- Manage client's full financial statement reporting process, including cash flow and disclosures.
- Assist with supervising the accounting department at various clients or internal accounting staff.
- Analyze general ledger processes, identify, and clean up account errors.
- Manage short-term/long-term cash flow needs.
- Communicate reporting requirements with clients and banks.
- Assess client's accounting needs and create proposals if necessary.
- Set up accounting ledgers or systems for emerging businesses.
- Review outstanding receivables and analyze allowance for doubtful accounts.
- Update and maintain clients’ annual operating plan/budgets.
- Coordinate all accounting efforts with external auditors, tax preparers, supervision of staff, and regular communications with owners and financial institutions.
Requirements
- Bachelor’s degree in Accounting.
- Minimum of six years accounting/month close responsibilities, with two of those years in an accounting management controller type role.
- Industry accounting experience in service, manufacturing, or distribution is preferred.
- Experience working in a public accounting firm is highly recommended.
- Experience with QuickBooks/Intacct and/or other accounting systems is required.
- Strong communication and relationship-building skills are necessary.
- Ability to meet deadlines, be proactive, and possess solid multi-tasking skills.
- Strong analytical skills and solid business knowledge related to operations and procedures.
- CPA or CMA is a plus, but not required.
Skills
- Accounting
- Financial statement reporting
- Cash flow management
- General ledger analysis
- Accounts payable
- Accounts receivable
- Payroll processing
- Bank reconciliations
- Budgeting
- Forecasting
- QuickBooks
- Intacct
- Communication
- Relationship building
- Analytical skills
- Business knowledge
Location
- Rochester, NY office
Work Type
- Full-time
- Part-time
- Hybrid work model
- On-site
- Virtual
Experience Level
- Minimum of six years accounting/month close responsibilities
- Two years in an accounting management controller type role
Education Level
- Bachelor’s degree in Accounting
Salary/Compensations
- $92,000-$115,000 annually
Benefits
- Competitive salaries
- Outstanding paid time off program (5 weeks)
- 16 paid holidays
- Remote/hybrid work flexibility
- 401(k) plan with firm contributions
- Tuition reimbursement program
- 100% employer-paid parking
- Spot bonus program
- CPA bonus
- Variety of medical plan options
- Opt-out dollars if medical insurance is not needed
- Growth and development opportunities
- Excellent advancement opportunities
- Advisor and mentor programs
- Investment in training and technology
- Opportunities to explore different areas of practice
- Involvement in outreach, innovation, wellness, and diversity, equity, and inclusion initiatives
About the Company
- Insero is an accounting and business advisory practice serving businesses, nonprofits, governmental entities, and individuals throughout New York state.
- Our Client Accounting Services Group has been around for over 20 years and is made up of dedicated personnel whose only assignments are supporting our client base.
- We are full-time CPAs, CMAs, Accountants and Business Managers.
- Our technology, experience and flexibility add real value.
- Our services range from bookkeeping to budgeting and forecasting.
- Our Client Accounting Services Team ensures our clients have the information and advice they require to run their business/organization.
- Ranked the #4 Best Company to Work For in New York in the Medium Companies category (State, NYS-SHRM and Best Companies Group)- 2026 Ranked #1 in 2025, 2024 & 2022.
- Best Accounting Firms to Work For (National, Accounting Today and Best Companies Group) 2012-2025.
- #1 Best Accounting Firm and Most Innovative Workplace, Reader Rankings (Local, Rochester Business Journal) 2025 and 2024, consistently ranked since joining in 2018.
- Our culture is guided by our core values: Be Passionate about People, Deliver Excellence, Grow to New Heights, and Go Further Together.
Equal Opportunity
- Insero is proud to be an Equal Opportunity Employer