Staff Accountant - Internal Firm Bookkeeper

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

At Kaizen CPAs + Advisors, we understand that "Details matter," just as Steve Jobs wisely noted. We are a dynamic firm that values accuracy, continuous learning, and a methodical approach to accounting. If you're ready to elevate your accounting career, we have an exciting opportunity for you. Join our team as a Staff Accountant working on our internal firm books and contribute to our mission of delivering precise financial management.

We are seeking a dedicated Staff Accountant to join our team at either our Antioch or Lake Zurich office. While this position offers potential for remote work, it is not fully remote. As a detail-oriented and motivated individual, you will play a crucial role in maintaining accurate financial records, ensuring timely reporting, and contributing to the smooth operation of our accounting processes.

As a Staff Accountant - Internal Firm Bookkeeper, you will have the opportunity to:

• Prepare financial statements, including balance sheets and income statements, for 10 entities.
• Maintain and report on receivables aging, handling collections, and providing weekly updates to the COO.
• Organize and maintain our accounting filing system.
• Manage the chart of accounts, ensuring precision and consistency.
• Post accruals accurately to reflect financial transactions.
• Review the accuracy of financial data from various sources such as accounts payable, accounts receivable, and credit cards.
• Coordinate the completion of balance sheet account analysis.
• Oversee accounts payable and accounts receivable processes.
• Reconcile bank accounts and other financial accounts, addressing discrepancies.
• Facilitate the processing of checks.
• Maintain subsidiary records for fixed assets, loan balances, and prepaid expenses.
• Reconcile billable expenses and manage credit card accounts.
• Prepare and file annual IRS Forms 1099.
• Reconcile progress billings for one entity.
• Prepare sales tax returns for one entity.
• Manage the renewal of property/casualty and malpractice insurance.
• Ensure the timely processing of financial statements.
• Generate monthly practice management reports as needed.
• Assist in the preparation and processing of payroll.
• Contribute to the annual budget review and preparation.
• Embrace additional responsibilities and special projects assigned by the COO.

Qualifications

To excel in this role, you will need:

• A genuine belief in the importance of details and a commitment to maintaining accuracy.
• 5+ years of bookkeeping experience, demonstrating a strong foundation in accounting principles.
• Experience with payroll processing.
• A self-starter mindset with the ability to work autonomously and take ownership of your responsibilities.
• Analytical skills to effectively research and resolve accounting issues.
• Strong organizational and time management abilities to handle multiple tasks and priorities.
• Proficiency in using bookkeeping software and tools, including QuickBooks Online and Excel. Familiarity with CRM systems is a plus.
• Excellent verbal and written communication skills, enabling effective interactions in person and via video calls.

If you're ready to contribute your meticulous attention to detail, methodical mindset, and enthusiasm for accounting in a collaborative office environment, we encourage you to apply.