Financial and Management Consultant

Financial and Management Consultant role seeks a candidate with experience in small business financial management, HR operations, and income tax preparation to help clients streamline financial workflows, improve reporting accuracy, and enhance overall fiscal strategy.

Requirements

• Associate’s Degree minimum (Accounting major preferred); equivalent experience considered.
• Minimum of 5 years of experience in small business administration, controller roles, or financial operations.
• At least 2 years of experience preparing personal income tax returns in a public accounting environment.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication.
• Proficiency in Microsoft Office, especially Excel.
• Experience with Thompson Reuters software (Accounting CS, UltraTax, Practice CS) is a strong plus.
• Demonstrated ability to work independently and in collaborative environments.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Retirement
• Paid Time Off