Descripción del puesto

Our mission is to power prosperity around the world. Accounting Consultants support that mission to our QuickBooks Live clients by providing valuable live guidance, instilling trust & confidence, and building relationships, all while using state of the art tools and technology. Your strength as an Accounting Consultant will allow you to empower and educate business owners on their books so that they can build successful businesses and get one step closer to financial freedom.

We are changing the way that people do their bookkeeping by providing world-class support from Consultants across the United States. We are revolutionizing client support the way, and we want you to be a part of it! Our Accounting Consultants are agile; continually learning, working, and providing guidance in new and exciting ways.

Responsibilities:

• This is an onsite, customer-facing role where you will manage a client portfolio, specializing in accounting consulting. You will utilize our state-of-the-art tools and resources to interact with customers, providing expert guidance tailored to their accounting needs. Collaboration with other consultants and delivering updates on assigned clients are key aspects of the role. These responsibilities may occasionally extend to other services provided by Intuit, requiring adaptability and a versatile skill set

• Using your in-depth bookkeeping/accounting knowledge, evaluate and manage client meetings with high attention to detail and with the ability to quickly access exactly what is needed to process all client work for our service agreement.

• Meet highly efficient deadlines and have the ability to quickly process all client work per our service agreement.

• Evaluate/manage complex bookkeeping problems, such as financial statements errors, chart of accounts cleanup, sales tax issues, unsolved A/P and/or AIR, payroll issues, merchant services, and 3rd party interaction concerns/questions.

• Utilize strong organizational skills to ensure client follow up and communication is executed timely.

• Prepare and review financial statements and workpapers.

• Perform domain expert services (bookkeeping/accounting).

• Review information input by customers for accuracy.

• Research regulations to support guidance.

Requisitos

Qualifications:

• Experience: 3+ years bookkeeping/accounting experience.

• This position requires QuickBooks Online knowledge, a minimum of 1 year of experience working within QuickBooks Online.

• Credentials/Certifications: QuickBooks Online Pro Certification Required. CPA and/or CPB is preferred.

• Skills: Strong attention to detail, ability to manage multiple tasks. Strong written and verbal communication skills.

• Proficient with technology; solid knowledge of computer operations and software.

• Ability to work in a fast-paced environment with minimal supervision.

• Critical thinking, problem solving, and determination.

Beneficios

Benefits

At Insignia, we value our team members and strive to create a supportive work environment. Here are some of the benefits you can expect:

• Attendance Incentives: We offer a monthly attendance bonus for those who consistently maintain excellent attendance and punctuality.
• Health and Life Insurance: Eligible employees receive private health and life insurance coverage after completing their initial probationary period.
• Parking Assistance: If you require parking and have a vehicle, we provide partial assistance with parking costs.
• Referral Program: We encourage you to refer qualified candidates to join our team and offer referral bonuses.
• Monthly Activities: We believe in fostering a sense of community and well-being. Our team enjoys various monthly activities.
• Discounts: You will enjoy exclusive discounts at various stores, gyms, restaurants, optical stores and more.
• Free Mental Health Assistance: we prioritize on your well being, with two onsite psychologists available to support you, whether you need someont to talk to or professional guidance, our dedicated team is here to help you thrive both, personally and professionally.
• Doctor OnSite: we have an onsite doctor available to provice medical assistance whenever you need it. Whether it's a routine check up or urgent care, our dedicated medical professional is here to ensure you stay healthy and supported.