Top 849 Client advisor Jobs in Naperville, Il

Internal Accounting/Payroll & Client Tax Support Specialist
MPS LORIA Financial Planners, LLC —Burr Ridge, IL
- $40,000 - $50,000 a year
- Part-time
- Background check
- CPA
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Automotive Dealership Service Advisor / Service Writer
Napleton's Ford of Oak Lawn —Oak Lawn, IL
- $70,000 - $90,000 a year
- Urgently hiring
- Background check
- Sales
- Dealership
- Health insurance
- Dental insurance
Quick Apply
15h
Retail Tax Expert
Intuit —Naperville, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Tier 3 Engineer
Proven Business Systems LLC —Schaumburg, IL
- $75,000 - $100,000 a year
- Full-time
- Computer science
- 7 years
- Azure
- Paid parental leave
- Health savings account
Tax Expert - TurboTax Store
Intuit —Naperville, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Experienced Tax Expert – In-Store
Intuit —Naperville, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Senior Tax Expert – Retail
Intuit —Naperville, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Retail Tax Expert
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Business Banker
First Secure Community Bank —Naperville, IL
- $70,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Tax Expert - TurboTax Store
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Seasonal Tax Expert - In-Store
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Automotive Service Advisor
Al Piemonte Chevrolet —East Dundee, IL
- $50,000 - $100,000 a year
- 8 hour shift
- Driver's License
- Driving
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Experienced Tax Expert – In-Store
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Senior Tax Expert – Retail
Intuit —Downers Grove, IL
- $31 - $36 an hour
- Weekends as needed
- Spanish
- CPA
- Writing skills
Commercial Sales Arborist
SavATree LLC —Warrenville, IL
- $130,000 - $250,000 a year
- Mid-level
- Ability to lift 50 pounds
- Outdoor work
- Disability insurance
- Health insurance
Quick Apply
Tax Professional – Retail
Intuit —Naperville, IL
- $24.50 - $28.50 an hour
- Weekends as needed
- Spanish
- Writing skills
- English
Tax Professional - TurboTax Store
Intuit —Naperville, IL
- $24.50 - $28.50 an hour
- Weekends as needed
- Spanish
- Writing skills
- English
Tax Professional – Retail
Intuit —Arlington Heights, IL
- $24.50 - $28.50 an hour
- Weekends as needed
- Spanish
- Writing skills
- English
Sales Arborist
SavATree LLC —Warrenville, IL
- $130,000 - $250,000 a year
- Mid-level
- Ability to lift 50 pounds
- In-person
- Disability insurance
- Health insurance
Quick Apply
14d
Automotive Service Advisor
Elgin Volkswagen —Elgin, IL
- $50,000 - $100,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Health savings account
- Health insurance
Quick Apply
2d

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client advisor jobs near naperville, il

Internal Accounting/Payroll & Client Tax Support Specialist

MPS LORIA Financial Planners, LLC
Burr Ridge, IL

Quick Apply

Job Details

Part-time
$40,000 - $50,000 a year

Benefits

Health savings account
Health insurance
401(k)
Flexible spending account
Paid time off
401(k) matching
Flexible schedule

Qualifications

Accounts payable
Payroll deduction management
Financial performance report preparation
Accounts payable management
Bookkeeping for tax purposes
Financial records management
Attention to detail
QuickBooks
Payroll record maintenance

Full Job Description

Overview
Join our growing wealth management firm. MPS LORIA Financial Planners is seeking a detail-oriented and experienced accounting professional to join our team in a unique role that combines internal accounting responsibilities with client tax support. This position offers the opportunity to play a key role in both the operations of our firm and the service we provide to our clients.

The position is initially expected to be up to 30 hours per week, with the potential to grow into a full-time role as responsibilities expand.

Position Responsibilities

Internal Accounting & Payroll

Manage payroll processing using QuickBooks to ensure timely and accurate employee compensation.
Perform detailed account reconciliations for general ledger accounts, accounts payable, accounts receivable, and bank statements to maintain financial integrity.
Handle all firm bill paying and related functions
Enter and review journal entries with precision, supporting double entry bookkeeping and ensuring adherence to accounting standards.
Assist with benefits administration tasks related to payroll deductions and employee benefit programs.
Maintain accurate financial records for the firm's three business entities.
Prepare and coordinate ongoing financial statements and reporting.
Work closely with the firm’s external accounting professionals regarding tax filings and other accounting matters.

Client Tax Support

Provide tax-related expertise and support to the our Advisory team.
Assist Advisors in identifying and addressing tax planning opportunities for clients.
Collaborate within a team-based wealth management environment focused on serving clients’ best interests.
Support the firm’s commitment to comprehensive, fiduciary-based financial planning.

Qualifications:

Hands-on accounting experience required, particularly in payroll administration and financial statement preparation and bill paying.
Experience with QuickBooks preferred.
Strong organizational skills and attention to detail.
Excellent communication and interpersonal skills.
Ability to work effectively within a collaborative team environment.
CPA designation preferred but not required.
Tax preparation, tax planning, or related tax experience is highly desirable.

Why Join MPS LORIA Financial Planners?

At MPS LORIA Financial Planners, we believe in a team-based approach to helping clients make informed financial decisions. This position offers the opportunity to contribute both internally and directly to the value we provide clients. You’ll work alongside experienced advisors and professionals in a collaborative environment where your expertise can make a meaningful impact.

If you are an accounting professional looking for a flexible opportunity with long-term growth potential, we would love to hear from you.

Pay: $40,000.00 - $50,000.00 per year

Benefits:

401(k)
401(k) matching
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in naperville, il

Internal Accounting/Payroll & Client Tax Support Specialist

Automotive Dealership Service Advisor / Service Writer

Retail Tax Expert

Tier 3 Engineer

Tax Expert - TurboTax Store

Experienced Tax Expert – In-Store

Senior Tax Expert – Retail

Retail Tax Expert

Business Banker

Tax Expert - TurboTax Store

Seasonal Tax Expert - In-Store

Automotive Service Advisor

Experienced Tax Expert – In-Store

Senior Tax Expert – Retail

Commercial Sales Arborist

Tax Professional – Retail

Tax Professional - TurboTax Store

Tax Professional – Retail

Sales Arborist

Automotive Service Advisor

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