Adam Financial, LLP

Adam Financial, LLP Adam Financial, LLP is a public accounting firm providing tax planning and preparation, financial statement and extensive business consulting services.

Adam Financial, LLP is a public accounting firm located in Newport, Rhode Island providing tax preparation and extensive business consulting services throughout southern New England. The firm is led by Jeffrey C. Adam a certified public accountant with over 30 years of financial and operational experience. The firm prides itself with timely, cost effective, creative and innovative solutions for a challenging and ever changing business environment. Come grow with us.

Reach out to your local representative.  We have worked hard over the years to keep the sales tax off boats in RI and th...
05/06/2025

Reach out to your local representative. We have worked hard over the years to keep the sales tax off boats in RI and the impact is real.

Take a look at the numbers!

The recreational marine industry fuels Rhode Island’s economy, supports local careers, and drives the Ocean State’s favorite outdoor activity — boating!

11/11/2024

Is it your time to soar?

Due to our growth and success Adam Financial LLP is currently recruiting for several of the following positions: Tax manager, Tax supervisor, Client accounting supervisor and staff accountants.

We don’t work crazy long hours like most firms in our industry even during busy season. We work normal productive schedules and produce great results.

We offer a unique opportunity to work with great clients in a wonderful atmosphere. Our office located in downtown Newport offers a comfortable work environment with a dynamic and rapidly growing client base. Our technology, systems and software are new and state of the art allowing us to be efficient and effective with our efforts. We challenge our team as we work on sophisticated issues without the bureaucracy and demands of a larger firm. With our firm you have the ability to control your destiny and achieve your personal goals. We are a close-knit team of accounting professionals that love our clients and strive to help them on a regular basis by genuinely caring about them and their success. Our core values drive us to do the right thing by delivering awesome customer service. We hope you will consider joining our team to help our clients grow while fulfilling your personal goals. All members of our team have the opportunity to join our partnership with hard work and by providing excellent service to our clients.

If this interests you, please contact us for a confidential discussion.

Adam Financial, LLP is a public accounting firm providing tax planning and preparation, financial statement and extensive business consulting services.

MERRY CHRISTMAS!!
12/24/2023

MERRY CHRISTMAS!!

07/25/2023

Senior Manager/Partner

Adam Financial LLP is looking to hire a CPA with extensive public accounting experience. This is a great opportunity for the right candidate. We firmly believe that there can be a better work/life balance in our industry. We don’t work crazy long hours like most firms in our industry even during busy season. We work normal productive schedules and produce great results. Key attributes we seek are as follows:

• CPA Certificate
• Manage clients and staff
• Thoroughly review others’ work
• Extensive knowledge and experience with taxation (preparation & planning)
• Experience with financial statement preparation
• Understanding of accounting functions, procedures and systems
• Good analytical, organizational and problem-solving skills
• Keen attention to detail and performance under pressure
• Leadership skills
• Ability to multi-task
• Complete projects with a sense of urgency without compromising quality
• Self-motivated and driven for success
• Character, Integrity and Work Ethic matter
• Proactive communication skills
• Positive attitude, cooperative, creative
• Ability to bring existing clients and attract new clients

We offer a unique opportunity to work with great clients in a wonderful atmosphere. Our office located in downtown Newport offers a comfortable work environment with a dynamic and rapidly growing client base. Our technology, systems and software are new and state of the art allowing us to be efficient and effective with our efforts. We challenge our team as we work on sophisticated issues without the bureaucracy and demands of a larger firm. With our firm you have the ability to control your destiny and achieve your personal goals. We are a close-knit team of accounting professionals that love our clients and strive to help them on a regular basis by genuinely caring about them and their success. Our core values drive us to do the right thing by delivering awesome customer service. We hope you will consider joining our team to help our clients grow while fulfilling your personal goals. All members of our team have the opportunity to join our partnership with hard work and by providing excellent service to our clients. If this interests you, please contact us for a confidential discussion.

Come Grow With Us

06/02/2022

We are looking for a full-time or part-time client accounting specialist (Staff Accountant/Bookkeeper) to specifically perform bookkeeping services for a wide range of clients.

• Candidate must have a solid bookkeeping background
• Must be organized and disciplined
• Advanced use of current technology is required
• Experience with accounting systems including QBDT and QBO.
• Proficient with Excel and Word
• Tax knowledge is helpful
• Keen attention to detail
• Capability to perform under pressure
• Aptitude to multi-task and work on several projects
• Be intellectually curious
• Skill to investigate, be resourceful and solve problems
• Complete projects with a sense of urgency without compromising quality
• Key attributes include being self-motivated and driven for success
• Strong character, impeccable integrity and a solid work ethic
• Good communication skills
• Positive attitude, cooperative, creative
• Must be able to work in a structured environment
• Capacity to accept instructions and be eager to learn
• Acceptable to constructive criticism and guidance

We offer a unique opportunity for the right candidate to work with great clients in a wonderful atmosphere. Our office located in downtown Newport offers a comfortable working environment with a dynamic and rapidly growing client base. With our firm you have the ability to control your destiny and achieve your personal goals. We are a close-knit team of accounting professionals that love our clients and strive to help them on a regular basis by genuinely caring about them and their success. Our core values drive us to do the right thing by delivering awesome customer service. We will provide training for this position. We hope you will consider joining our team to help our clients grow. If this interests you, please contact us for a confidential discussion.

Come Grow With Us

12/30/2021

We are looking for a full-time or part-time client accounting specialist to specifically perform bookkeeping services for a wide range of clients.

• Candidate must have a solid bookkeeping background
• Must be organized and disciplined
• Advanced use of current technology is required
• Experience with accounting systems including QBDT and QBO.
• Proficient with Excel and Word
• Tax knowledge is helpful
• Keen attention to detail
• Capability to perform under pressure
• Aptitude to multi-task and work on several projects
• Be intellectually curious
• Skill to investigate, be resourceful and solve problems
• Complete projects with a sense of urgency without compromising quality
• Key attributes include being self-motivated and driven for success
• Strong character, impeccable integrity and a solid work ethic
• Good communication skills
• Positive attitude, cooperative, creative
• Must be able to work in a structured environment
• Capacity to accept instructions and be eager to learn
• Acceptable to constructive criticism and guidance

We offer a unique opportunity for the right candidate to work with great clients in a wonderful atmosphere. Our office located in downtown Newport offers a comfortable working environment with a dynamic and rapidly growing client base. With our firm you have the ability to control your destiny and achieve your personal goals. We are a close-knit team of accounting professionals that love our clients and strive to help them on a regular basis by genuinely caring about them and their success. Our core values drive us to do the right thing by delivering awesome customer service. We hope you will consider joining our team to help our clients grow. If this interests you, please contact us for a confidential discussion.

Come Grow With Us

Merry Christmas!!
12/24/2021

Merry Christmas!!

09/12/2021

Adam Financial LLP is looking to hire a CPA with extensive public accounting experience. This is a great opportunity for the right candidate.

• CPA Certificate
• Manage clients and staff
• Thoroughly review others’ work
• Extensive knowledge and experience with taxation (preparation & planning)
• Experience with financial statement preparation
• Understanding of accounting functions, procedures and systems
• Good analytical, organizational and problem-solving skills
• Keen attention to detail and performance under pressure
• Leadership skills
• Ability to multi-task
• Complete projects with a sense of urgency without compromising quality
• Key attributes include being self-motivated and driven for success
• Character, Integrity and Work Ethic matter
• Proactive communication skills
• Positive attitude, cooperative, creative
• Ability to bring existing clients and attract new clients

We offer a unique opportunity for the right candidate to work with great clients in a wonderful atmosphere. Our office located in downtown Newport offers a comfortable work environment with a dynamic and rapidly growing client base. We challenge our team as we work on sophisticated issues without the bureaucracy of a larger firm. With our firm you have the ability to control your destiny and achieve your personal goals. We are a close-knit team of accounting professionals that love our clients and strive to help them on a regular basis by genuinely caring about them and their success. Our core values drive us to do the right thing by delivering awesome customer service. We hope you will consider joining our team to help our clients grow while fulfilling your personal goals. All members of our team have the opportunity to join our partnership with hard work and by providing excellent service to our clients. If this interests you, please contact us for a confidential discussion.

Come Grow With Us

03/23/2021

CPA Firm – Newport, RI
Client Accounting Manager

We are a boutique CPA firm looking for a Client Accounting Manager that will be responsible to oversee our expanding CAS team and diverse group of clients.

• Candidate must have a solid accounting background
• Must be organized and disciplined with keen attention to detail
• Advanced use of current technology is required
• Experience with accounting systems including QBDT and QBO.
• Proficient with Excel and Word
• Ability to train, oversee and manage staff’s workflow
• Tax knowledge is helpful
• Capability to perform under pressure
• Aptitude to multi-task and work on several projects
• Be intellectually curious; skill to investigate, be resourceful and solve problems
• Complete projects with a sense of urgency without compromising quality
• Experience with restaurants and POS systems a plus
• Key attributes include being self-motivated and driven for success
• Strong character, impeccable integrity, and a solid work ethic
• Good communication skills
• Positive attitude, cooperative, creative
• Must be able to work in a structured environment
• Capacity to accept instructions and be eager to learn
• Acceptable to constructive criticism and guidance
• BS in accounting or Associates

Degree preferred; Experience is a must
We offer a unique opportunity for the right candidate to work with great clients in a wonderful atmosphere. Our office located in downtown Newport offers a comfortable working environment with a dynamic and rapidly growing client base. With our firm you have the ability to control your destiny and achieve your personal goals. We are a close-knit team of accounting professionals that love our clients and strive to help them on a regular basis by genuinely caring about them and their success. Our core values drive us to do the right thing by delivering awesome customer service. We hope you will consider joining our team to help our clients grow. If this interests you, please contact us for a confidential discussion.

Come Grow With Us!

01/18/2021

Do you have questions about your annual tax filing? Wondering how to report your grant earnings on your 2020 tax return? Our January CPA presentation will help you and your business find the answers you need. Join us for this free virtual CPA event on Thursday, January 21, 10:30am-11:30am. Experienc...

Address

41 Long Wharf Mall
Newport, RI
02840

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 12pm

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