Job description

Company Overview

Founded in France in 1970 and entered the US market in 1999, Fiducial is a major provider of financial services (Business Counseling, Bookkeeping, Payroll and Tax Preparation & Advisory Services) to small businesses and their owners. With a consolidated revenue of over USD 1.71 billion in 2019 across 1,200 agencies with a team of 17,700 professionals globally and serving 322,000 clients, Fiducial has a wealth of international expertise in various industries to help our clients locally. As a trusted advisor to entrepreneurs, Fiducial provides the financial back-office infrastructure to clients, allowing them to focus on what they do best: serve their customers to grow their business.

Since 1925, Federated Funeral Directors of America (FFDA) has been providing a variety of business services to funeral homes. FFDA supports more than 1,300 clients. In size, the clients range from small rural operations to large volume firms conducting more than 1,000 funerals annually. FFDA became a part of the Fiducial family in late 2011.

Position Overview

Fiducial is seeking a Business Advisor in its Palos Heights, IL office. The role will consist of serving clients of FBC, including those from FFDA. The Business Advisor will be an experienced CPA or EA with management and write-up experience, prior client relationship experience and substantial computer/technical experience. The Business Advisor will be responsible for working with both clients and managing staff to provide monthly & annual bookkeeping, accounting, tax, and consulting services to any type of client but more specifically to the funeral profession.

Desired Skills/ Experience/Attributes

• Senior accounting professional with 5+ years of experience and/or training; or equivalent combination of education and experience.
• Must have successfully managed client accounts and directed staff work.
• Comfortable with computers and general technology.
• Proven track record of solving practical problems.
• Advanced experience with Microsoft Office (Excel) is highly desired, and QuickBooks experience is necessary.

The ideal candidate for this position:

• Is willing to learn and follow processes, including performing production tasks regularly.
• Has a history of building strong and consistent relationships with clients and colleagues with a great sense of customer service.
• Has a leader’s presence with an unrivaled ability to work with peers, staff and senior management collaboratively in a team-oriented environment.
• Has strong verbal and written communication skills.
• Has exceptional organizational and time management skills and is sensitive to practice management.
• Is a detail-oriented leader and individual contributor.
• Possesses a high level of integrity and respects quality assurance requirements.

Education, Certificates, Licenses, Registrations

• Bachelor’s Degree in Accounting or Finance (BS/BA degree or equivalent/measurable experience)
• Active CPA or EA license required
• Minimum 3 years of experience in dealing directly with clients.

Job Type: Full-time

Pay: $57,320.65 - $101,188.92 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Palos Heights, IL: Reliably commute or planning to relocate before starting work (Required)

Experience:

• GAAP: 5 years (Preferred)

License/Certification:

• CPA (Required)

Work Location: In person

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