Staff Accountant (Remote – Tax & Advisory Focus)
• *JOB APPLICATION REQUIREMENT -- Along with applying for the job, please shoot a 1-5 minute video of why you would be a great fit for IncSight and this position. Include a link to the video in your application or on your resume.**
About IncSight
IncSight is a modern, cloud-based accounting and tax advisory firm helping business owners build wealth—not the IRS’s bank account. We combine expert tax strategy, proactive financial planning, and AI-powered technology to give clients clarity and control over their finances.
We’re growing our advisory team and looking for a Senior Accountant who’s as comfortable building relationships with clients as they are preparing tax returns and managing financial statements.
About the Role
As a Senior Accountant at IncSight, you’ll manage a portfolio of approximately 40 small business clients across industries. You’ll provide a mix of monthly accounting, tax preparation, and strategic tax planning services—helping clients understand their numbers and make better business decisions.
This is a client-facing role with real advisory impact. You’ll work closely with business owners and collaborate with our internal tax advisory team to deliver proactive strategies year-round.
Responsibilities
• Prepare individual (1040) and business (1120, 1120S, 1065) tax returns.
• Review client financials and perform monthly/quarterly accounting.
• Conduct tax planning sessions and identify opportunities to reduce liabilities.
• Research and resolve tax and accounting issues for small business clients.
• Assist clients with IRS and state correspondence.
• Maintain accurate general ledger and reconcile monthly bank statements.
• Oversee client payroll and ensure compliance.
• Conduct client meetings to discuss tax and business solutions.
• Collaborate with other team members to ensure deadlines and client deliverables are met.
Qualifications
• 5+ years of experience preparing individual and business tax returns.
• 5+ years of accounting or bookkeeping experience with small businesses.
• EA or CPA license (preferred).
• Strong working knowledge of Xero and QuickBooks Online.
• Proficiency in tax prep and spreadsheet tools (Proconnect experience a plus).
• Excellent communication and client relationship skills.
• Tech-savvy, proactive, and able to thrive in a remote work environment.
What We Offer
• 100% remote position — flexible schedule and autonomy.
• Collaborative, growth-minded team culture.
• Opportunities for advancement into Tax Advisory or Client Management roles.
• Access to leading AI tools and modern cloud accounting systems.
• Competitive compensation, performance bonuses, and professional development support.
• An opportunity to change the way the world see accountants and be part of this move.
Job Type: Full-time
Pay: $60,000.00 - $75,000.00 per year
Work Location: Remote
Apply Now
Apply Now
About IncSight
IncSight is a modern, cloud-based accounting and tax advisory firm helping business owners build wealth—not the IRS’s bank account. We combine expert tax strategy, proactive financial planning, and AI-powered technology to give clients clarity and control over their finances.
We’re growing our advisory team and looking for a Senior Accountant who’s as comfortable building relationships with clients as they are preparing tax returns and managing financial statements.
About the Role
As a Senior Accountant at IncSight, you’ll manage a portfolio of approximately 40 small business clients across industries. You’ll provide a mix of monthly accounting, tax preparation, and strategic tax planning services—helping clients understand their numbers and make better business decisions.
This is a client-facing role with real advisory impact. You’ll work closely with business owners and collaborate with our internal tax advisory team to deliver proactive strategies year-round.
Responsibilities
• Prepare individual (1040) and business (1120, 1120S, 1065) tax returns.
• Review client financials and perform monthly/quarterly accounting.
• Conduct tax planning sessions and identify opportunities to reduce liabilities.
• Research and resolve tax and accounting issues for small business clients.
• Assist clients with IRS and state correspondence.
• Maintain accurate general ledger and reconcile monthly bank statements.
• Oversee client payroll and ensure compliance.
• Conduct client meetings to discuss tax and business solutions.
• Collaborate with other team members to ensure deadlines and client deliverables are met.
Qualifications
• 5+ years of experience preparing individual and business tax returns.
• 5+ years of accounting or bookkeeping experience with small businesses.
• EA or CPA license (preferred).
• Strong working knowledge of Xero and QuickBooks Online.
• Proficiency in tax prep and spreadsheet tools (Proconnect experience a plus).
• Excellent communication and client relationship skills.
• Tech-savvy, proactive, and able to thrive in a remote work environment.
What We Offer
• 100% remote position — flexible schedule and autonomy.
• Collaborative, growth-minded team culture.
• Opportunities for advancement into Tax Advisory or Client Management roles.
• Access to leading AI tools and modern cloud accounting systems.
• Competitive compensation, performance bonuses, and professional development support.
• An opportunity to change the way the world see accountants and be part of this move.
Job Type: Full-time
Pay: $60,000.00 - $75,000.00 per year
Work Location: Remote
Apply Now
Apply Now