Accountant Business Advisor

Company Description

Established in 1964, we're not your run-of-the-mill accounting firm. We're a spirited, tightly-knit community that believes in rewriting the narrative of what a CPA firm can be. Our journey has been defined by unwavering dedication, both to our clients' success and the growth of our team members.

Experience the Kaizen Difference: At Kaizen, we're more than a ledger and a calculator – we're a catalyst for continuous improvement, collaboration, and celebration. We're not just coworkers; we're a family that thrives on your achievements. Your accomplishments here aren't just acknowledged; they're celebrated with genuine excitement. Our team is your foundation, supporting your personal and professional growth.

Unleash Your Potential: Imagine an environment where innovation harmonizes with tradition, and growth intertwines with stability. Here, your ideas aren't just welcomed; they're valued. Your talents aren't just recognized; they're nurtured. Join us in redefining success, where pushing boundaries is as thrilling as maintaining steadfast excellence.

Embrace Your Journey: Your adventure starts here, where innovation meets community and potential knows no bounds. Join Kaizen CPAs + Advisors to be part of a dynamic family that's rewriting the script on success – and we're just getting started. 🚀🎊

Job Description

Are you a talented accountant with a flair for business strategy? Do you have a passion for helping businesses grow and thrive? If so, we invite you to explore an exciting career opportunity as an Accountant Business Advisor in our Kenosha, Wisconsin office.

Key Responsibilities:

• Tax Compliance: Prepare and review personal, corporate, and partnership tax returns to ensure accuracy and compliance with all relevant regulations.
• Client Management: Act as the main point of contact and trusted advisor for clients, managing client relationships and engagements effectively.
• Tax Advisory: Research and address complex tax compliance matters to provide expert guidance and solutions to clients.
• Financial Analysis: Review financial statements to offer strategic insights and identify potential areas of improvement for clients.
• Financial Planning: Develop and review tax projections to help clients plan for their financial future and make informed decisions.
• Collaboration: Collaborate with payroll, financial services, and IT teams to comprehensively meet client needs and deliver holistic solutions.
• Presentations: Lead internal and external presentations on diverse financial and business subjects, showcasing your expertise.
• Team Leadership: Work closely with Assistant Managers, Junior Managers, and Staff Accountants to coordinate engagement activities effectively.
• Time Management: Ensure timely and efficient management of time pressures and deadlines to achieve firm goals.
• Professionalism: Uphold the company's vision and values while maintaining professionalism and enthusiasm in all interactions.

Qualifications

• CPA or EA certification is required, and if not already obtained, a strong desire to obtain it.
• 3-5 years of proven experience in tax preparation, compliance, and advisory services.
• Proficiency in various software programs including Outlook, Excel, Word, QuickBooks, Qount, and tax-related software.
• Strong organizational skills with the ability to manage multiple tasks and priorities.
• Excellent communication and interpersonal skills to foster positive client and team relationships.
• Demonstrated integrity, honesty, and dependability in all aspects of your work.
• Resilience and enthusiasm to thrive in a fast-paced, ever-evolving environment.
• Exceptional time management skills to meet deadlines effectively.
• Ability to confidently lead presentations and discussions on financial topics.
• Adeptness in collaborating with cross-functional teams to address diverse client needs.

Additional Information

Please note that this position requires the selected candidate to work at our Kenosha, Wisconsin office. If you are not currently local to the Kenosha area, you must be willing to relocate to Kenosha to be eligible for this position. We do not offer remote work options for this role.

We appreciate the interest of all applicants; however, only those candidates who are willing and able to work from our Kenosha office or relocate to Kenosha will be considered for this position.

Kaizen CPAs + Advisors is committed to creating an inclusive and diverse workplace. We encourage individuals from all backgrounds and locations t