The Senior Business Advisor is a financial professional who leads a team focusing on bookkeeping, tax preparation, and business consulting. Additionally, this role acts as a tax resource by completing the tax planning with their clients in addition to completing tax preparation and review for high level tax returns. The Senior Business Advisor provides coaching and support for their team through effectively managing the talent and performance review process through partnership with the Deputy DFO. The Senior Business Advisor builds relationships with clients by providing a high level of expertise and customer service. The Senior Business Advisor role will also collaborate with other departments to ensure Fiducial Expertise meets all of the client's business needs.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
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Experience and Training: 10 years in accounting/tax with an accounting degree and Certified Public Accountant (CPA), or an equivalent combination of education and experience.
Client Management: The successful candidate should have a proven ability to manage client accounts, plan strategically, and effectively direct staff work.
Tech-Savvy: Comfort with computers and general technology is essential in this role.
Problem-Solving Skills: A track record of solving practical problems and navigating situations with limited standardization is highly valued.
Excel Proficiency: Advanced experience with Microsoft Office (Excel) is highly desired.
Software Knowledge: Strong working knowledge of QuickBooks (QB) and accounting software's
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.