Jobs at Insero Advisors, LLC

Manages commercial financial statement and employee benefit plan audits, including planning engagements, reviewing work papers and financial statements, evaluating internal controls, preparing audit programs and budgets, communicating audit issues, and supporting Partners. Builds client relationships, coaches and evaluates audit staff, allocates resources, resolves problems, and ensures audit work meets firm standards and deadlines.

Paid tax internship for accounting students in their sophomore through senior year or graduate accounting programs. Interns will learn CaseWare and CCH Axcess, prepare 1099s, W-2s, individual income tax returns, and extensions, and gain experience with tax workflows in a public accounting firm. The role emphasizes organization, planning, communication, analytical ability, multitasking, and meeting deadlines. The position is available part-time or full-time in a hybrid Ithaca, New York office setting beginning January 2027.

Provides comprehensive office and administrative support, including document preparation and formatting, mail merges, scheduling, client database setup, electronic filing, reception, mail handling, travel coordination, supply management, event support, and voicemail administration. Requires strong Microsoft Office skills, attention to detail, confidentiality, organization, multitasking, and at least two years of administrative experience.

Paid summer 2027 business analyst internship supporting private equity and corporate due diligence. Responsibilities include gathering information through executive interviews and secondary research, analyzing findings, and producing qualitative summaries to guide client investment decisions. Interns will learn due diligence processes while developing communication, organization, and analytical skills in a hybrid work environment.

Conduct executive interviews and secondary research, synthesize findings, and prepare client-ready diligence reports and investment memos. Review project scopes, engagement background, and deliverables while analyzing qualitative information to support clients’ investment decisions.

Part-time tax department intern supporting document scanning, uploading, copying, binding, and processing individual, partnership, and business tax returns. The role also assists with CPE tracking, auditing certificates, and improving organization and planning skills. Candidates must be enrolled in a bachelor’s program and returning to school, with strong communication, organization, attention to detail, self-motivation, and basic Microsoft Word, Excel, and PowerPoint knowledge. The position is in-office in Ithaca, New York, from January through April 2027.

Paid part-time or full-time tax internship beginning January 2027. Interns will train on CaseWare and CCH Axcess, prepare 1099s, W-2s, individual tax returns, and extensions, and learn office tax workflows while developing organization and planning skills.

Provide client-facing accounting and advisory services for nonprofit clients including month-end close, full accrual accounting, bank reconciliations, A/P, A/R, payroll support, budgeting, financial reporting, audit coordination, system implementations, and oversight of staff to ensure accurate, timely financial information and compliance.

Responsible for timely completion and review of complex business tax compliance and consulting engagements for middle/large clients. Prepare and review tax returns, research memos, estimates, extensions, and notices; monitor deadlines; perform tax research; respond to IRS/state notices; train and supervise staff and interns; assist audit/accounting teams with tax questions and accruals.

Lead and build a Transaction Advisory team providing M&A financial due diligence, quality-of-earnings, accounting advice, and transaction support across deal lifecycle. Drive financial analysis, identify risks and adjustments, prepare diligence reports, coordinate data rooms, and advise on purchase accounting and post-close integration.

Lead and review complex individual and business tax engagements, perform tax planning and research, mentor staff, manage client relationships, ensure compliance and timely filing, respond to tax notices and participate in audits, and oversee workloads and quality for compliance and consulting projects.

Lead and build a Transaction Advisory team supporting M&A transactions and financial due diligence. Perform quality-of-earnings, working capital, net debt, and technical accounting analyses; prepare diligence reports; manage data room activities; advise on purchase accounting and post-close integration; collaborate with Audit, Tax, and Advisory teams; and maintain client relationships throughout the deal lifecycle.

Lead and review complex individual and business tax returns, provide tax planning and research, manage deadlines, mentor staff, serve as client technical liaison, and support IRS/state notices and audits. Manage workloads, delegate to staff, and contribute to client service and business development.