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 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.

Must have:

• Managed clients individually, proficient in Excel.

Nice to have:

• Ultra Tax, medical and dental background

Additional Information:

• The salary range is broad to accommodate varying levels of experience.