Financial and Management Consultant

Smart Gen Staffing • Barrington, IL

4d

About The Position

This role requires a minimum of 5 years of experience as a small business administrator or controller, with a preference for experience in the medical or dental field, encompassing financial management, operations, or HR management. The position also requires 2+ years of experience preparing personal income tax returns in a public accounting setting. Key responsibilities include preparing financial statements by compiling and analyzing client financial records and reconciling key accounts, preparing time-sensitive payrolls for clients, including monthly and quarterly payroll tax returns, and year-end returns and W2s. The role also involves assisting with simple tax returns under CPA supervision, handling client inquiries, and providing accounting software maintenance and support. Special financial projects will also be assigned as needed.

Requirements

• 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
• 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.
• Must be highly computer literate and demonstrate the ability to quickly learn software.
• Must be Proficient with Microsoft Office focusing on Excel.

Nice To Haves

• Tax preparation experience for individuals & small corporations ideal.
• Experience with Thompson Reuters (Accounting CS, Practice, File Cabinet, Ultra Tax) is ideal.

Responsibilities

• Preparing financial statements by compiling and analyzing client financial records and reconciling key accounts.
• Preparing time sensitive payrolls for clients.
• Preparing monthly and quarterly payroll tax returns.
• Preparing year-end returns and W2’s.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level