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Principal Business Strategist

2 months ago

Cincinnati, Ohio, United States Insight Global Full time

Position Overview:
The Senior Business Advisor at Insight Global is a seasoned financial expert responsible for guiding a dedicated team in areas such as bookkeeping, tax strategy, and business advisory services.

Role Responsibilities:
This position serves as a pivotal tax resource, engaging in comprehensive tax planning alongside clients and executing meticulous tax preparation and review for complex tax returns.

The Senior Business Advisor is instrumental in fostering team development by effectively overseeing talent management and performance evaluations in collaboration with the Deputy DFO.

Client Engagement:
Building strong relationships with clients is essential, as the Senior Business Advisor delivers exceptional expertise and customer service.

Cross-Department Collaboration:
This role will also involve working closely with various departments to ensure that Fiducial Expertise aligns with the diverse business needs of clients.

Qualifications:

  • Experience: A minimum of 10 years in accounting or tax-related fields, complemented by an accounting degree and a Certified Public Accountant (CPA) designation, or an equivalent combination of education and experience.
  • Client Management Skills: Proven ability to oversee client accounts, engage in strategic planning, and effectively guide team efforts.
  • Technological Proficiency: Comfort with technology and computer systems is crucial for success in this role.
  • Analytical Skills: A demonstrated history of addressing practical challenges and navigating situations with limited standardization is highly regarded.
  • Excel Expertise: Advanced proficiency in Microsoft Office, particularly Excel, is highly desirable.
  • Software Familiarity: A solid working knowledge of QuickBooks (QB) and CCH is beneficial.

At Insight Global, we are dedicated to fostering diverse and inclusive workplaces where individuals can express their authentic selves. We are an equal opportunity employer, ensuring that all qualified candidates receive consideration for employment without regard to 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 characteristic protected by applicable laws.