Financial and Management Consultant

5 Star Recruitment; Barrington (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

A recruiting agency is looking for a Financial and Management Consultant with at least 5 years in business administration, preferably in the medical or dental fields. The role involves preparing financial statements, managing payrolls, and handling tax returns for clients. Candidates should possess an Associates Degree in accounting or relevant experience, and have strong skills in Microsoft Excel along with knowledge of accounting software. Ideal candidates are problem solvers, detail-oriented, and able to work independently.

Qualifications

• Associates Degree or equivalent experience in accounting required.
• Must have two or more years of financial statement compilations.
• Experience with payroll tax returns and W-2 prep.

Responsibilities

• Compile and analyze client financial records for statement preparation.
• Prepare and manage payrolls for clients, including tax returns.
• Assist in preparing simple tax returns under CPA supervision.

Skills

Problem-solving

Communication

Detail-oriented

Microsoft Excel

Accounting principles

Education

Associates Degree in Accounting or related field

Tools

Thompson Reuters software

Accounting software

Job description

About the job Financial and Management Consultant

Job Summary

• 5+ years as a small business admin or controller, preferably in the medical or dental field (financial management, operations, or HR Management)
• 2+ years experience preparing personal income tax returns in public accounting setting
• Preparing financial statements by compiling and analyzing client financial records and reconciling key accounts.
• Preparing time sensitive payrolls for clients as well as monthly and quarterly payroll tax returns along with preparing their year-end returns and W2s
• Help with preparing simple tax returns under CPA supervision.
• Handling client questions related to your area of work with them.
• Accounting software maintenance and support.
• Special financial projects as needed.

Qualifications

• Associates Degree at a minimum. Major in accounting preferred but not necessary if there is sufficient experience and sufficient accounting coursework.
• Must be able to work independently but also be a team member.
• Must be a problem solver, a good communicator by habit, and detail oriented.
• Two or more years of financial statement compilations.
• Two or more years of Payroll including quarterly payroll tax returns and W-2 year end prep.
• Tax preparation experience for individuals & small corporations ideal.
• Must be highly computer literate and demonstrate the ability to quickly learn software.
• Must be Proficient with Microsoft Office focusing on Excel.
• Experience with Thompson Reuters (Accounting CS, Practice, File Cabinet, Ultra Tax) is ideal.