Financial and Management Consultant

Experience level: Mid-senior

Experience required: 5 Years

Education level: Bachelor’s degree

Job function: Finance

Industry: Financial Services

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 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.

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.