Financial and Management Consultant

About the position

The Financial and Management Consultant will play an integral role in supporting small businesses, particularly in the medical and dental fields. This position involves financial management, operations, HR management, and tax preparation services. You will work independently while also being a collaborative team member, ensuring high-quality financial statements and payroll services are delivered to clients.

Company Culture and Environment

The company values independence and teamwork, fostering a supportive environment where communication and problem-solving skills are essential. Employees are encouraged to be detail-oriented and proactive in their roles.

Career Growth and Development Opportunities

This position offers opportunities to engage in special financial projects and develop expertise in various areas of accounting and financial management. Continuous learning and adaptability are emphasized, allowing for personal and professional growth within the organization.

Detailed Benefits and Perks

The company provides a supportive work environment that encourages professional development and a variety of projects, enhancing your skills and experience in the financial sector.

Compensation and Benefits

Competitive salary based on experience
Flexible work arrangements
Opportunity to work with a diverse clientele in the medical and dental fields
Why you should apply for this position today

This role offers a unique opportunity to work closely with clients in a meaningful capacity, assisting them with their financial needs while developing your skills in a supportive environment. By joining the team, you will contribute to the financial success of small businesses and make a significant impact on their operations.

Skills

Strong problem-solving abilities
Excellent communication skills
Detail-oriented with a focus on accuracy
Proficient in Microsoft Office, especially Excel
Ability to learn new accounting software quickly
Familiarity with Thompson Reuters software is a plus
Responsibilities

Prepare financial statements by analyzing client financial records and reconciling key accounts
Prepare payroll and payroll tax returns
Assist with personal income tax returns under CPA supervision
Handle client inquiries related to financial and tax matters
Maintain accounting software and provide support as needed
Engage in special financial projects as required
Qualifications

Associates Degree at a minimum, preferably in accounting
Minimum of 5 years in small business administration or as a controller
2+ years experience in preparing personal income tax returns
Experience in financial statement compilations and payroll processing
Highly computer literate with quick learning abilities
Education Requirements

Associates Degree in Accounting or related field preferred
Education Requirements Credential Category

Accounting or related field
Experience Requirements

At least 5 years of experience in small business administration or financial management
2+ years in financial statement compilations and payroll, including tax returns
Why work in Tower Lakes, IL

Tower Lakes, IL, is an idyllic community that offers a peaceful environment with access to beautiful lakes and parks. The area is known for its tight-knit community and supportive local businesses, providing a great quality of life alongside professional opportunities.

Required Knowledge, Skills, and Abilities: (Companies ATS Questions):

1. Do you have a Associates Degree at a minimum. Major in accounting preferred but not necessary if there is sufficient experience and sufficient accounting coursework.

2. Are you able to work independently but also be a team member.

3. Are you problem solver, a good communicator by habit, and detail oriented.

4. Do you have Two or more years of financial statement compilations.

5. Do you have Two or more years of Payroll including quarterly payroll tax returns and W-2 year end prep.

6. Do you have tax preparation experience for individuals & small corporations ideal.

7. Are you highly computer literate and demonstrate the ability to quickly learn software.

8. Are you proficient with Microsoft Office focusing on Excel.

9. Do you have experience with Thompson Reuters (Accounting CS, Practice, File Cabinet, Ultra Tax) is ideal.

10. Must be a US Citizen or Green Card holder.

Place of work