Top 242 Level insurance agent Jobs in Cary, Nc

Senior Tax and Fractional CFO Consultant
SME Business LLC —Cary, NC
- $50 - $75 an hour
- Part-time
- Hybrid work
- CPA
- Research
- Analysis skills
- Dental insurance
- Paid time off
Quick Apply
2d
Tax Expert - Expert Center (Northeast)
Intuit —Chapel Hill, NC
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Border Patrol Agent - Entry Level
Customs and Border Protection —North Carolina
- $51,632 - $92,912 a year
- Urgently hiring
- Bachelor's degree
- Military encouraged
- 1 year
- Dental insurance
- 401(k)
Tax Expert - Expert Center (Northeast)
Intuit —Raleigh, NC
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Tax Expert - Expert Center (Northeast)
Intuit —Durham, NC
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Tax Expert - Expert Center (Northeast)
Intuit —Holly Springs, NC
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Physical Therapist (Journey Travel) - PT
Powerback Rehabilitation —North Carolina
- $55 - $70 an hour
- Full-time
- Management
- 5 years
- Physical & Rehabilitation Medicine
- Relocation assistance
- Health insurance
14d
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —North Carolina
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Field RV/Specialty Adjuster
National General —Raleigh, NC
- $26.49 - $50.24 an hour
- Online Application
- Customer service
- Mid-level
- Mentoring
Assistant General Manager
CROWN HOTEL & TRAVEL MANAGEMENT LLC —Knightdale, NC
- $40,000 - $44,000 a year
- Full-time
- Computer literacy
- Basic math
- English
- Paid training
- Health insurance
Quick Apply
10d
Border Patrol Agent - Experienced
Customs and Border Protection —North Carolina
- $65,545 - $124,717 a year
- Urgently hiring
- Military
- Mid-level
- Driving
- 401(k)
Moving Truck Driver
Excel Moving and Storage Inc. —Raleigh, NC
- $750 - $1,250 a week
- Part-time
- Background check
- Clean driving record
- Local
- Paid training
- Paid holidays
Quick Apply
Real Estate Agent | Thrive with Us! Yes, we have leads too!
Better Homes and Gardens Real Estate Paracle —Cary, NC
- $150,000 - $275,000 a year
- Part-time
- Real Estate License
- Organizational skills
- Contracts
- Health insurance
- Dental insurance
Quick Apply
Direct Sales Agent Specialist (2622)
Direct Auto —Durham, NC
- $20 an hour
- Online Application
- US work authorization
- Fair chance
- Marketing
- Paid training
- Paid holidays
Claims Facilitator
Erie Insurance —Cary, NC
- $40,121 - $64,090 a year
- Full-time
- Customer service
- Adults
- Mid-level
- Disability insurance
- Health insurance
Closing & Construction Coordinator
CASTO —Cary, NC
- $75,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Typing
- Wellness program
- Health savings account
Claims Processor I
Builders Mutual —Raleigh, NC
- Full-time
- Hybrid work
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid time off
- Work from home
Quick Apply
4d
Coordinator, Talent Marketing, Football
THE·TEAM —Raleigh, NC
- Weekends as needed
- Marketing
- Mid-level
- Finance
- Commuter assistance
- Paid parental leave
Inside Claims Representative I
Erie Insurance —Raleigh, NC
- $44,936 - $71,781 a year
- Full-time
- Customer service
- Adults
- Research
- Disability insurance
- Health insurance
2d
Estimator
CARSTAR Autobody of Cary —Cary, NC
- Microsoft Excel
- Microsoft Outlook
- Mid-level

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level insurance agent jobs near cary, nc

Senior Tax and Fractional CFO Consultant

SME Business LLC -
Cary, NC

Quick Apply

Job Details

Part-time | Full-time | Contract
$50 - $75 an hour
2 days ago

Benefits

Dental insurance
Paid time off
Vision insurance
Opportunities for advancement
Retirement plan

Qualifications

Nonprofit finance
Balance sheet
Financial statement analysis
Partnership tax expertise
Managing financial planning clients
Financial statement preparation
Attention to detail
Financial concepts
Balance sheet reconciliation
QuickBooks
Document review
Cash management
Financial statement interpretation
Closing the books
Data accuracy checks

Full Job Description

Senior Tax & Accounting / Fractional CFO Consultant

Location: Hybrid Remote – Cary, NC 27511

Compensation: $50–$75 per hour, depending on experience

Hourly Commitment: Approximately 32 hours per week

Position Type: Contract / Employee

Job Summary

SME Business LLC is seeking an experienced Senior Tax & Accounting / Fractional CFO Consultant to provide senior-level technical support, oversight, and client advisory services.

This position combines three key areas of responsibility:

Tax Preparation & Review,
Accounting & Tax Oversight, and
Fractional CFO / Client Advisory Services.

The ideal candidate will be an experienced accounting and tax professional who is comfortable working independently, reviewing the work of others, advising small-business clients, and serving as an escalation point for more complex accounting and tax matters.

We are looking for someone capable of providing senior-level technical expertise, review, and decision-making support to our existing accounting team and clients.

Tax Preparation & Review

In your capacity as a senior tax professional, you will:

● Prepare and review federal and state individual and business income tax returns.

● Prepare and review returns including Forms 1040, 1120-S, 1065 and 1120, along with other returns as experience permits.

● Review tax returns prepared by other team members for accuracy, completeness, and compliance.

● Identify potential tax planning opportunities and communicate recommendations to clients and the SME team.

● Research and resolve technical tax issues as they arise.

● Assist with tax notices, amended returns, and other client tax matters when necessary.

● Review year-end accounting information and adjusting entries prior to tax return preparation.

● Provide proactive tax planning and consulting to small-business owners and individual clients.

● Maintain accurate documentation and workpapers supporting tax positions and return preparation.

Accounting & Tax Oversight

A key component of this position is providing senior-level technical oversight to aid the SME team as client work is produced.

Responsibilities will include:

● Serve as an escalation point for complex accounting and tax questions from team members.

● Review accounting work and financial statements for accuracy and reasonableness.

● Assist with complex reconciliations, adjusting journal entries, and general ledger issues.

● Review balance sheets and identify issues requiring correction or further investigation.

● Provide guidance on accounting treatment for unusual or complex transactions.

● Support team members in resolving client accounting issues.

● Research accounting and tax questions and communicate practical recommendations.

● Collaborate with SME leadership on client matters requiring senior accounting or tax expertise.

● Help maintain quality and consistency across client accounting and tax work.

Fractional CFO & Advisory Services

For designated advisory clients, you will:

● Prepare and/or review monthly management accounts and financial reporting packages.

● Interpret financial statements and explain results to business owners in clear, practical terms.

● Assist clients with budgeting and financial forecasting.

● Prepare and analyze cash-flow projections.

● Identify trends, risks, and opportunities within client financial results.

● Assist clients with financial planning and strategic decision-making.

● Develop meaningful financial reports and KPIs based on individual client needs.

● Provide guidance on profitability, cash management, and business performance.

● Participate in client advisory meetings as needed.

● Support nonprofit accounting and advisory clients where applicable.

Required Experience

The successful candidate should have:

● 5+ years of tax accounting experience, preferably within a public accounting or small-business advisory environment.

● Strong experience preparing and/or reviewing individual and business tax returns.

● Strong knowledge of S corporations, partnerships, individual taxation, and small-business accounting.

● Experience reviewing financial statements, balance sheets, and general ledger activity.

● Strong understanding of double-entry accounting, adjusting journal entries, and financial statement preparation.

● Ability to independently research and resolve accounting and tax issues.

● Experience working directly with small-business owners and explaining complex financial concepts clearly.

● Strong analytical and problem-solving skills.

● High attention to detail and commitment to accuracy.

● Ability to work independently in a remote environment while collaborating effectively with an existing team.

● Ability to manage multiple clients and priorities in a fast-paced accounting environment.

Software Experience

Experience with the following is preferred:

● QuickBooks Online

● Drake Tax

● Payroll platforms and payroll accounting

● Microsoft Excel

● Client management and document management systems

Experience with additional accounting and tax software is beneficial but not required.

License / Certification

The following are preferred but not required:

● Certified Public Accountant (CPA)

● Enrolled Agent (EA)

Candidates without a CPA or EA designation may still be considered where they demonstrate substantial tax preparation, review, and small-business accounting experience.

Pay: $50.00 - $75.00 per hour

Benefits:

Dental insurance
Opportunities for advancement
Paid time off
Retirement plan
Vision insurance

Experience:

Tax & Accounting: 5 years (Required)

Work Location: Hybrid remote in Cary, NC 27511

Quick Apply

Refine Your Search

level insurance agent jobs in cary, nc

Senior Tax and Fractional CFO Consultant

Tax Expert - Expert Center (Northeast)

Border Patrol Agent - Entry Level

Tax Expert - Expert Center (Northeast)

Tax Expert - Expert Center (Northeast)

Tax Expert - Expert Center (Northeast)

Physical Therapist (Journey Travel) - PT

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Field RV/Specialty Adjuster

Assistant General Manager

Border Patrol Agent - Experienced

Moving Truck Driver

Real Estate Agent | Thrive with Us! Yes, we have leads too!

Direct Sales Agent Specialist (2622)

Claims Facilitator

Closing & Construction Coordinator

Claims Processor I

Coordinator, Talent Marketing, Football

Inside Claims Representative I

Estimator

I want to receive the latest job alert for level insurance agent in cary, nc

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