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Experienced/Professional
Click here to Submit Resume.
Position |
Branch |
Experience Required |
Tax Specialist |
Sterling, IL |
Requirements
Full-time position in our Sterling, Illinois office for a tax person with three to eight years of experience in corporate tax return preparation, tax consulting, and tax law. Strong technology skills, proficiency with Word, Excel and Prosystems. Bachelor degree in accounting, CPA and MBA or Masters in Taxation preferred. Experience with financial institution tax engagements a strong plus. With five offices and over 150 people, you will have unlimited opportunity for professional growth. |
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| Bank Auditor
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Rockford, IL |
Skills required include:
- Must have at least 2 years of experience with a CPA firm.
- Bachelor’s degree is required; CPA preferred; CIA, CBA,CFE, CISA, CFSA certification a plus.
- Substantial understanding of bank operations a must.
- Strong proficiency in common business computer applications with a general understanding of data analysis techniques.
- Ability to think strategically and assist in the organization and management of a multi-disciplinary team.
- Strong oral and written communication skills; must be comfortable interacting with senior level management.
- Must be willing to commute within the Northern IL area.
- Must be able to work in a fast-paced environment with demonstrated ability to handle multiple tasks.
Duties/Responsibilities
1. Review clients’ internal control structure to determine if effective and efficient controls are designed and functioning to mitigate financial compliance and operational risks.
2. Prepare and issue audited financial reports at the conclusion of each engagement.
3. Supervise entry level audit staff.
Compensation commensurate with experience.
E-mail resumes to kpenticoff@lcvcpa.com |
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Financial Advisor |
Rockford, IL |
LCV Financial Advisors, a specialized division of Lindgren, Callihan, Van Osdol & Co., Ltd. is searching for a top performer who has the desire to provide expert guidance to our clients. This is a unique and exciting opportunity for a qualified candidate who desires the opportunity to build relationships. Qualified candidate must demonstrate an understanding of total wealth management concepts. Our comprehensive and flexible approach to personal financial planning is in line with our corporate philosophy of being independent, objective and trusted business advisors.
Primary responsibilities include:
- Document and manage investment policy statements/asset allocation models suitable for client objectives.
- Lead strategic and tactical portfolio management.
- Deliver comprehensive performance reviews to investment clients on a regular basis.
- Identify opportunities to expand existing client relationships.
Education and Skills required:
- Bachelor’s degree in accounting, finance or economics required.
- Generally advanced certification needed such as CPA, JD, MBA, or CFP.
- At least three years experience with wealth management.
- Demonstrated ability to bring in new business to a wealth management firm.
- Ability to communicate clearly and concisely.
- Experience with financial planning software, word processing, spreadsheet and scheduling/contact management software.
Compensation commensurate with experience. Apply directly including salary history and requirements to:
Kim Penticoff
Director of Human Resources
4949 Harrison Ave.
Rockford, IL 61108
E-mail: kpenticoff@lcvcpa.com |
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Click here to Submit Resume.
All positions offer excellent compensation. To hear more about Lindgren, Callihan, Van Osdol & Co., Ltd., and our outstanding employee benefits please contact Kim Penticoff.
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