Trusted Advisor Jobs in Chicago, IL
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Looking for Trusted Advisor jobs in Chicago, IL? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the Chicago, IL area.
Senior Manager US Stress Testing, US FPM
Company: Bank of Montreal
Location: Chicago, IL
Posted Apr 15, 2024
This role involves comprehensive stress testing, from model development to results submission, with interaction with key stakeholders and presentation to senior management. The individual will provide guidance on management and regulatory expectations, and work closely with Line of Business Finance. They will develop detailed financial and economic analysis, support financial performance monitoring, and provide strategic input into business decisions. The role requires a seasoned professional with 7+ years of relevant experience, strong analytical and problem-solving skills, and the ability to manage ambiguity. The compensation is competitive, ranging from $100,000 to $185,500 annually, with additional benefits including health insurance, tuition reimbursement, and retirement savings plans.
Program Management Office Lead
Company: project44
Location: Chicago, IL
Posted Apr 13, 2024
project44 is seeking an experienced PMO Leader to establish and manage the p44 Finance Program Management Office. The ideal candidate will lead the Finance Fit for Growth Program, drive project agility, and ensure IPO readiness. Key responsibilities include managing resources, budget, and staffing, and providing mentorship to team members. The role requires global project management experience, strong leadership skills, and excellent communication abilities.
Account Executive, Affluent Personal Lines (Hybrid-Chicago)
Company: National Financial Partners
Location: Chicago, IL
Posted Apr 15, 2024
NFP is a renowned property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. They are a seven-time Best Places to Work award winner and have received the 5-Star Diversity, Equity and Inclusion award. The Account Executive role in their Private Client Group involves managing client programs, negotiating coverage terms and pricing, providing sales support, and maintaining relationships with clients. The position requires a P&C license, P&C Account/Client Management experience, and familiarity with major markets. NFP offers a competitive salary, PTO, 401(k) with match, and a PeopleFirst culture.
Manager - Tax Services - Part Time
Company: Founder's CPA
Location: Chicago, IL
Posted Apr 14, 2024
<p><strong><u>About Founders CPA<u><strong><p> <p>Founders CPA is an industryleading accounting firm in Chicago that focuses on outsourced accounting tax and CFO services for venturebacked startups in the blockchain FinTech and SaaS industries Through technology adoption and streamlined processes we deliver tailored accounting amp tax solutions to meet our clients unique needs We refuse to accept the inefficient and burdensome old school approach to accounting and offer an improved customer experience that provides deeper more meaningful value as our clients trusted advisor<p> <p>We believe in an outcomesbased approach that emphasizes individual accountability and output as the best measurements of effectiveness Were looking for curious reliable team members who deliver an exceptional work product theyre proud to put their name on<p> <p>Founders CPA has grown at a rapid pace since 2017 and each team member plays an integral role in building a modern innovative accounting firm<strong><u><u><strong><p> <p><u><strong>What We Value<strong><u><p> <p>We value diversity and the unique perspectives and strengths each team member brings to our firm Together we work in alignment with our 5 core values<p> <ul><li><strong>FIOTA Figure it out then ask<strong> By embracing an entrepreneurial mindset you can exhibit a natural curiosity to develop answers to questions and understand why one way could be better than another<li> <li><strong>Authentic Relationships<strong> Care deeply for others but be willing to challenge them directly to be the best version of themselves while also embracing constructive feedback as an opportunity to grow<li> <li><strong>Accountability<strong> Produce a product that youre proud of but know your own limitations Trust in your coworkers abilities and the reliability of others<li> <li><strong>Teach Others to Fish<strong> Share knowledge while being a thoughtful communicator Be patient understanding and aware that everyone may not be as capable as you are<li> <li><strong>Thoughtful Communication<strong> Communication should strive to be appropriately delivered timely thorough and solutionsfocused<br ><li> <ul><ul><ul><p><strong><u>What Youll Do<u><strong><p> <p>As a member of our team you will provide tax services to our clients and manage our senior associate and associate level tax team members Duties will include but are not limited to<p> <ul><li>The preparation and review of corporate partnership and individual tax returns with a strong focus on individual tax for founders and high net worth individuals<li> <li>Managing developing and mentoring members of the tax team<li> <li>Identifying and developing solutions for complex tax issues<li> <li>Answering client inquiries and working with management to triage and problem solve tax issues or questions<li> <li>Developing process improvements in company tax procedures<li> <li>Producing quarterlyyearly tax projections<li> <li>Engaging in strategic tax planning <li> <li>Ad hoc tax projects<li> <ul><p>Learn more about what our team members and clients have to say about us here<p> <p><strong><u>Who You Are<u><strong><p> <p>The ideal candidate exhibits the following skills andor characteristics<p> <ul><li>Bachelors degree in accounting finance or similar field<li> <li>A passion for all things tax<li> <li>Certified Public Accountant CPA license or Enrolled Agent EA is required<li> <li>Familiarity with ProConnect CCH ProSystem fx is a plus<li> <li>Proven experience as a tax manager public accountant or similar role<li> <li>Experience with or interest in crypto taxation is a bonus<li> <li>A borderline unhealthy obsession with being organized<li> <li>Keen attention to detail <li> <li>Strong written and verbal communication skills<li> <li>Natural curiosity and a strong desire to learn new skills<li> <li>Ability to work autonomously<li> <li>Comfort working in a fastpaced environment<li> <li>Problemsolving skills<li> <li>Professionalism and commitment to exceptional communication and client service<li> <li>Experience with Quickbooks Online Sage Intacct Xero Billcom Expensify Gusto HubDoc and other accounting applications is a plus<li> <ul><p><strong><u>Perks<u><strong><p> <p>A perk we like to highlight is work life balance We recognize this is an industry with a reputation for spending long hours at the office and we try to do things a little differently Firstly we encourage our team to work from where they work best whether that be at home or in our Chicago office While we may request in office meetings from time to time we encourage our team to control where and how they work Additionally we strive to provide each team member with a reasonable workload Based on internal surveys during the offseason employees typically work an average 40 hours per week We recognize that balance shifts during busy seasons and while dedication is crucial we strive to maintain a healthy equilibrium Even during peak periods employees typically average 5055 hours per week We believe that a harmonious worklife balance not only enhances individual satisfaction but also contributes to a thriving and motivated workforce<p> <p>Other perks include<p> <ul><li>Casual dress<li> <li>Competitive compensation and benefits package including profit sharing bonuses<li> <li>Autonomy of work and ability to grow quickly within the company<li> <li>A company culture that places emphasis on individual career goals<li> <li>Opportunity to work on a variety of innovative clients in emerging industries<li> <ul><p><strong><u>Hourly Expectations for PartTime<u><strong><p> <p>The hourly expectations for this parttime role are 3032 hours per week<p> <p><strong><u>Compensation<u><strong><p> <p>This position is for immediate hire paid commensurate with the candidates experience The parttime role is for 3032 hours per week<u><br ><u><p> <p><strong><u>Other<u><strong><p> <p>Founders CPA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws<p> <p>This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training<p> <p>Applicants must be authorized to work for ANY employer in the US We are unable to sponsor or take over sponsorship of an employment visa at this time<p>
Senior Accountant
Company: GoHealth
Location: Chicago, IL
Posted Apr 16, 2024
GoHealth, a leading health insurance marketplace, is seeking a Senior Accountant to join their accounting team. The role involves understanding the company's financial results, analyzing variances, communicating with business leaders, preparing financial reports, and driving financial close activities. The ideal candidate should have a BA/BS in Accounting, CPA preference, 3+ years of relevant experience, knowledge of technical accounting concepts, strong analytical skills, excellent communication abilities, and proficiency in Microsoft Excel. Experience with NetSuite is a plus. The role is hybrid, with 3 days onsite in Chicago. Benefits include open vacation policy, 401k program, employee stock purchase program, medical/dental/vision/life insurance, paid maternity/paternity leave, professional growth opportunities, and generous referral bonuses.
Commercial Counsel
Company: project44
Location: Chicago, IL
Posted Apr 13, 2024
project44 is a leading company in the supply chain industry, offering a trusted end-to-end visibility platform that tracks billions of shipments annually. They are seeking a commercial attorney to join their global legal team, providing legal support for commercial agreements and relationships, and supporting the legal aspects of the entire contract lifecycle. The company values diversity and inclusion, aiming to create a culture where all team members can bring their authentic selves to work. They are an equal opportunity employer, committed to enriching their work environment by creating opportunities for individuals of all backgrounds and experiences.
Customer Success Manager
Company: Avaya
Location: Chicago, IL
Posted Apr 15, 2024
Avaya is a company that provides innovative solutions for businesses, focusing on delivering immersive and personalized customer experiences. The Customer Success Manager role involves managing relationships with large, complex customers, ensuring they successfully use Avaya's technology solutions and identify opportunities for expansion. The ideal candidate should have 8-10+ years of customer success experience in a SaaS model, strong analytical skills, and the ability to influence customer landscapes. The compensation range is from $117,810 to $147,210 + target sales incentive + benefits.
Senior Team Lead
Company: Uber
Location: Chicago, IL
Posted Apr 15, 2024
Uber is seeking a Team Lead for the Community Specialists Team (CST) Experience Team. The role involves managing two teams: the 'Pay for Performance' (P4P) program and the Content Enrichment Team (CET). The P4P Team handles CST bonus management and performance insights, while CET creates engaging content for senior leaders. The ideal candidate should have 1 year of project management and people management experience, strong communication skills, and proficiency in Google Suite or Microsoft Office. The role is based in Chicago, IL, with a base hourly rate of USD$33.25. Uber is an Equal Opportunity employer.
Manager - Tax Services
Company: Founder's CPA
Location: Chicago, IL
Posted Apr 14, 2024
Founder's CPA, an industry-leading accounting firm in Chicago, is seeking a tax professional with a CPA or EA license. The role involves preparing tax returns, managing a team, and providing strategic tax planning. The firm values diversity and entrepreneurial mindset, offering a modern approach to accounting. They emphasize work-life balance, competitive compensation, and career growth opportunities.
Manager - Accounting Services - Part Time
Company: Founder's CPA
Location: Chicago, IL
Posted Apr 14, 2024
Founder's CPA, an industry-leading accounting firm founded in 2017, is seeking curious and reliable team members for outsourced accounting, tax, and CFO services for venture-backed startups. The firm values diversity and five core values: FIOTA, Authentic Relationships, Accountability, Teach Others to Fish, and Thoughtful Communication. The ideal candidate should have a Bachelor's degree in accounting or finance, 4+ years of experience, strong technology skills, and a borderline unhealthy obsession with being organized. The firm offers a work-life balance, competitive compensation, and a company culture that emphasizes individual career goals. The position is for immediate hire, paid commensurate with experience, and is part-time (30-32 hours per week).
Manager - Tax Services (Partner Track)
Company: Founder's CPA
Location: Chicago, IL
Posted Apr 14, 2024
Founder's CPA is a modern accounting firm that focuses on outsourced accounting, tax, and CFO services for venture-backed startups. They value diversity, teamwork, and continuous learning, and offer a competitive compensation package, flexible work arrangements, and opportunities for growth and development.
Systems Support Engineer
Company: Keeper Security, Inc.
Location: Chicago, IL
Posted Apr 17, 2024
Keeper Security is hiring a System Support Engineer for a remote position. The role involves providing technical support to clients, resolving complex technical issues, and communicating with users of varying technical abilities. The ideal candidate should have 5+ years of IT management and System Administration experience, proficiency in Mac OSX, Windows & Linux administration, and knowledge of Single Sign On (SSO) environments, Active Directory, Firewalls, AD environments, DNS Servers, Authentication protocols, LDAP, Linux Shell, and PowerShell. A Bachelor's Degree or equivalent experience is preferred. Benefits include medical, dental, vision insurance, life insurance, disability insurance, 401k, and a generous PTO plan.