What are the responsibilities and job description for the Financial and Management Consultant position at Inherent Technologies?
Skills: Excel, Accounting, tax prep, payroll, financial planning, practice management
Experience level: Mid-senior
Experience required: 5 Years
Education level: Bachelor's degree
Job function: Finance
Industry: Financial Services
Job Summary
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.
- 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.
