Current Listings: Full-Time & Flexible

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Job Title: Valuation Analyst

Full-time 

Hours: Flexible 

Location: Remote with quarterly in-person meetings in Chicago’s West Suburbs 

Compensation: $70K - $90K depending on level of experience

Benefits: Medical, dental, and vision insurance, 401K company match program, 4 weeks PTO, potential year-end bonus based on firm/employee performance. Laptop and extra monitor provided. 

A growing business valuation and financial consulting services firm is adding to its team! Work for a company that was founded with a core tenant of work, life and family balance, providing flexibility for all employees. This firm seeks to help small to mid-sized businesses looking to buy, sell, or transfer ownership, or those in a litigation matter (such as a divorce or a shareholder dispute). As a Valuation Analyst you will play an integral role in supporting the financial analysis, market research, and valuation processes for these clients. 

Qualifications:

• Excellent written and verbal communication skills for effective client interactions.
• Project and workflow management experience: ownership of client engagements from start to finish, ensuring that all deliverables are met on time, meeting high quality standards.
• Understanding of quality control on all data inputs and analysis.
• Strong attention to detail with a focus on data accuracy: manage multiple tasks and handle complex projects with excellent follow-through. 
• Proven problem-solving abilities and the capacity to work independently as well as collaboratively with a remote team.
• Knowledge of valuation methodologies and financial ratio analysis is a plus, though training can be provided for the right candidate.

Technical Skills or Certifications Required:

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• Proficiency in Microsoft Excel, Word, Outlook, and Adobe PDF.
• Experience with financial statements, tax returns, QuickBooks, and financial analysis is preferred.

Duties of Role: 

Financial Data Entry and Analysis: 

• Accurately enter data from financial statements (income statements, balance sheets) and tax returns into Excel templates.
• Analyze and summarize operational data (customers, vendors, competitors, and metrics) and input data valuation purposes.

Economic and Market Research:

• Conduct in-depth research to update economic metrics, industry data, and market trends to support the valuation process.
• Prepare concise summaries of market and industry reports for client analysis and valuation support.

Valuation and Financial Analysis:

• Prepare financial ratio and comparative analyses.
• Employ various valuation methodologies to determine business value.

Client Interaction and Communication:

• Directly manage client communications to gather necessary documentation, clarify questions, and ensure smooth project progress.
• Participate in management interviews and valuation review meetings with clients to explain assumptions, analysis, and valuation conclusions.

Job Title: Senior Accountant or Bookkeeper

Full-time (or Part-Time)

Hours: Flexible in-office hours between 9 - 5 

Location: Hybrid (combo onsite + remote)

Compensation: $70K - $90K for FT + commission opportunities (OR

Comparable Hourly Rate for PT)

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

A dynamic CPA firm with significant growth potential and opportunities for advancement is seeking an experienced and detail-oriented Senior Accountant or excellent Bookkeeper. The ideal candidate will play a key role in delivering high-quality accounting and advisory services to our diverse client base. This position requires technical expertise, leadership skills, and a commitment to excellence in financial reporting and compliance. Very flexible hours outside of tax season, short summer weeks, and hybrid office schedule options. 

Qualifications:

• Minimum of 5+ years of progressive accounting experience, preferably in public accounting, with strong knowledge of GAAP and tax codes. 
• Excellent analytical, organizational and problem-solving abilities.
• Proven leadership skills with experience managing teams or projects.
• Exceptional communication skills, both written and verbal, for client and team interactions.

Technical Skills or Certifications Required:

• Proficiency in accounting software (e.g., QuickBooks, Xero, or similar) and advanced Excel skills.
• Active CPA license is a plus, but not required.
• Degree in Accounting or Finance is also a plus. 

Duties of Role: 

• Prepare and review complex financial statements, ensuring accuracy and compliance with GAAP.
• Oversee client bookkeeping, general ledger maintenance, and account reconciliations.
• Analyze client financial data to identify trends, risks, and opportunities for improvement.
• Collaborate with firm partners and clients to deliver tailored accounting and advisory solutions.
• Stay current on industry regulations, tax laws, and accounting best practices.

Job Title: Executive Assistant/Bookkeeper to Managing Partner 

Full-time

Hours: 30-40 Hours - flex schedule

Location: In Elgin, IL office

Compensation: $55K-$70K based on experience + Bonus + Commission + Incentives+ Great Bonus  l

The Executive Assistant will be a key member of the team, providing direct support to the Managing Partner across all areas of influence, including business leadership, organizational development, and accounting operations. The role entails assisting in finance & accounting with client-related tasks, AI, and technology with a pro-active, mindful mentality and a strong sense of Microsoft Office with a potential to grow.

Key Responsibilities:

Bookkeeping & Accounting  

• Manage the company’s accounting operations in Intuit QuickBooks, including data entry, invoicing, bill payments, expense tracking, and financial reporting.
• Support the finance & accounting leader with client-specific tasks, such as financial reconciliation or report preparation, as needed.
• Ensure accuracy and timeliness of all accounting records and adhere to the company’s financial policies.
•  Payroll.

Executive Support  

• Provide administrative support, including calendar management, email correspondence, and preparation for meetings, presentations, and speaking engagements.
• Coordinate and assist with organizational projects, leveraging your interest in organizational development to align tasks with company goals.
• Communicate effectively with internal and external stakeholders on behalf of the Managing Partner and support partnership-related tasks for the other partners.
• Apply the principles of the SMART Management program to streamline and manage both tactical and strategic tasks.
• Help coordinate with other team members across IA Business Advisors to ensure smooth daily operations and special projects.

Qualifications & Skills:

• Proven experience in bookkeeping, preferably using Intuit QuickBooks, or ability to learn it quickly.
• Experience or strong interest in organizational development, project coordination, or operations management.
• Demonstrated ability to handle multiple priorities and meet deadlines in a dynamic, fast-paced environment.
• Strong knowledge of accounting principles and procedures.
• Excellent communication, organizational, and multitasking abilities.
• Proficiency in Microsoft Office Suite and familiarity with cloud-based project management tools (e.g., Monday.com, Asana) is a plus.
• Ability to work both independently and collaboratively, managing tasks from conception to completion.
• Bachelor’s degree in Business Administration, Accounting, or related field preferred but not required based on experience.

Job Title: Legal Assistant 

Full-time 

Hours: 9 a.m. - 5 p.m.

Location: in La Grange, IL office

Compensation: Starting at $50K+ based on experience

Join a great culture, passionate team members, and an opportunity to grow. The successful candidate will handle the attorneys’ inboxes and calendars, perform document management, conduct research, manage professional development activities for attorneys, and serve as a follow-up point for ongoing tasks and projects within the firm. 

The Legal Assistant must complete deadline-driven filings, including annual reports with multiple government agencies, in a timely and accurate manner. The Legal Assistant maintains tracking spreadsheets, files physical documents in a timely manner and communicates directly with clients. The Legal Assistant supports the team, staff, and attorneys with day-to-day tasks. This role requires managing and completing all non-legal tasks, allowing the attorneys to focus primarily on legal work.  Ideally, this candidate will have familiarity with legal terminology and documentation, intermediate Microsoft Suite skills, and an ability to work in a fast-paced environment with frequent changes due to the nature of serving our clients’ needs.