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.