Jobs at Insero Advisors, LLC

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.

Paid summer audit internship beginning June 2027. Interns will train on audit, fixed asset, and depreciation software; learn audit procedures and workflows; gain exposure to pension, nonprofit, and governmental audits; interact with clients; and develop organization, planning, and multitasking skills.

Paid spring 2027 audit internship involving training in audit and fixed asset software, learning audit procedures and workflows, exposure to pension, nonprofit, and governmental audits, client interaction, and development of organization and planning skills. The role is open to part-time or full-time accounting students in their sophomore through senior undergraduate years or graduate accounting programs.

Staff Accountant supporting primarily audit engagements, including audits, reviews, compilations, financial statement preparation, client communication, documentation, and administrative or practice-management tasks. The role may also provide exposure to tax and outsourced accounting. Candidates will develop professional accounting knowledge, progress toward CPA exam completion, and work collaboratively in a hybrid Rochester office environment.

Paid summer audit internship involving training in audit and fixed asset software, learning audit procedures and workflows, assisting with specialized audits, interacting with clients, and developing organization and planning skills. Candidates must be accounting students in their sophomore through senior undergraduate year or enrolled in graduate accounting studies, returning to school afterward.

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.

Lead and support full‑accrual month‑end close, journal entries, reconciliations, A/P, A/R, payroll, and financial reporting. Clean up general ledger activity, assist with cash flow, disclosures, budgeting, and annual planning. Communicate with clients and auditors, improve processes and internal controls, implement or upgrade accounting systems, and supervise staff as needed.

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 support full‑accrual month‑end close, journal entries, reconciliations, A/P, A/R, payroll, and financial reporting. Clean up general ledger activity, assist with cash flow, disclosures, budgeting and annual planning. Communicate with clients and auditors, improve processes and internal controls, help implement accounting systems, and supervise staff as needed.

Lead and supervise audit engagements for nonprofits, municipalities, school districts and commercial clients. Review staff work, prepare financial statements, notes and schedules, evaluate internal controls, report findings, coach and train staff, and collaborate with managers/partners on complex technical issues and audit strategy.

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.

Paid summer internship providing hands-on audit experience: training on audit and fixed-asset/depreciation software, learning basic audit procedures (including pension/nonprofit/government audits), understanding audit workflow, interacting with client personnel, and improving organization and planning skills.

Lead firmwide marketing and growth strategy, manage brand, digital presence, marketing operations and HubSpot CRM, align marketing and sales, drive demand generation, proposals, and team development to meet revenue and growth goals.

Lead firmwide marketing and growth strategy, align marketing and sales to revenue goals, own brand and digital presence, manage HubSpot CRM and marketing operations, build marketing and sales enablement, oversee proposals and demand generation, and develop a high-performing marketing team to drive qualified leads and measurable ROI.

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.