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Financial Consultant and Tax Specialist

2 months ago

Antioch Illinois, United States Kaizen CPAs + Advisors Full time


Are you an accomplished financial consultant with expertise in taxation and a strategic mindset? If you are driven by the desire to assist businesses in achieving their financial objectives, we present an engaging opportunity for you as a Financial Consultant and Tax Specialist.


Core Responsibilities:

Tax Compliance:
Prepare and meticulously review individual, corporate, and partnership tax filings to guarantee precision and adherence to applicable regulations.

Client Relations:
Serve as the primary liaison and trusted advisor for clients, effectively managing relationships and engagements.

Tax Advisory Services:
Investigate and resolve intricate tax compliance issues to deliver expert advice and solutions to clients.

Financial Analysis:
Analyze financial statements to provide strategic insights and pinpoint potential improvement areas for clients.

Financial Strategy:
Formulate and assess tax forecasts to assist clients in planning their financial futures and making informed choices.

Collaborative Efforts:
Work in conjunction with payroll, financial services, and IT teams to comprehensively address client needs and provide integrated solutions.

Presentations:
Conduct internal and external presentations on various financial and business topics, demonstrating your expertise.

Leadership:
Collaborate closely with Assistant Managers, Junior Managers, and Staff Accountants to effectively coordinate engagement activities.

Time Management:
Ensure the efficient management of time constraints and deadlines to meet organizational objectives.

Professional Integrity:
Uphold the company's mission and values while maintaining professionalism and enthusiasm in all interactions.