Jobs at Monotelo Advisors Inc (Now Hiring) — 2 open

Tax Preparer/Bookkeeper

Viola Township, Illinois, United States · On-site

$20/hr–$30/hr

Mid level

Tax Preparer/Bookkeeper Tax preparation including 1099 and 1040 Tax planning Corporate, Estate and Trust tax preparation experience a plus Client accounting using multiple versions of QuickBooks Prepare financial stateme…

Skills: Tax preparation, Bookkeeping, QuickBooks, Financial statements, Payroll processing

Administrative Assistant

Viola Township, Illinois, United States · On-site

$18/hr–$25/hr

Mid level

Benefits: Paid time off Training & development 401(k) 401(k) matching Benefits/Perks Competitive Compensation Paid Time Off Career Growth Opportunities Job Summary We are seeking a motivated and outgoing Administrative A…

Skills: Tax Preparation, Tax Planning, QuickBooks, Microsoft 365, Drake Tax

About Monotelo Advisors Inc

Serving clients with expert financial guidance and strategic insights that empower their growth and long-term success.

Industry
Financial Services
Company size
51-200 employees
Founded
2014
Headquarters
Elgin, Illinois
LinkedIn followers
83

Monotelo Advisors serves business owners and high-net-worth families who are in the accumulation phase or near retirement. Our tax and financial planning advice is designed to neutralize the primary enemy of wealth: the US tax code. Monotelo helps our clients order their affairs to minimize their short-term and lifetime tax liabilities through the use of charitable giving, deferred compensation, entity structuring, officer compensation, IRA conversion strategies and insurance planning when appropriate. Our objective: a financial plan that meets our clients' goals through the safe accumulation of their assets, the minimization of their lifetime tax burden and the optimal disbursement of their assets.

Offices: 2250 Point Blvd, Suite 230, Elgin, Illinois 60123, US · 260 Alton Rd, Carlinville, Illinois 62626, US · 112 S Macoupin St, Gillespie, Illinois 62033, US · 2508 Johnson St, West Brooklyn, Illinois 61378, US

Wealth ManagementAdviceRetirementFinancial Services
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