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Financial and Management Consultant

salary Salary :

$125,000 - 150,000 yearly

Job Description - Financial and Management Consultant

Description

Financial and Management Consultant – Barrington, IL (#AH1003)

Location: Barrington, IL
Employment Type: Full-Time

Overview:
Ash & Harris Executive Search is seeking a Financial and Management Consultant with a robust background in business administration or financial operations—particularly within the medical or dental sectors. This role is ideal for candidates with experience in small business financial management, HR operations, and income tax preparation. The consultant will play a key role in helping clients streamline financial workflows, improve reporting accuracy, and enhance overall fiscal strategy.

Key Responsibilities:

  • Prepare financial statements by analyzing client financial records and reconciling accounts.
  • Manage payroll processing, including monthly/quarterly payroll tax returns and year-end forms (W-2s).
  • Assist in preparing individual tax returns under CPA supervision.
  • Respond to client inquiries and provide expert consultation on assigned engagements.
  • Provide software support and maintain accounting tools for client operations.
  • Participate in special financial or management projects as assigned.


Requirements

Qualifications:

  • 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

Salary: $125,000 – $150,000 per year

Benefits: Medical, Dental, Vision, Life Insurance, Retirement, Paid Time Off

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