Staff Accountant/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

Do you thrive on challenges? Are numbers and data your playground? Does the fast-paced world of finance excite you? If you're nodding in agreement, then keep reading because we might just have the perfect opportunity for you!

As a Staff Accountant with us, you won't just be crunching numbers – you'll be shaping the financial success of our small business clients. Under the guidance of our account manager, you will play a pivotal role in preparing monthly, quarterly, and annual compiled financial statements. But that's not all – your day-to-day will involve juggling multiple clients, being the go-to person for their accounting and payroll queries, and assisting them in resolving basic software issues.

What You'll Do:

• Prepare accurate and timely financial statements for our diverse portfolio of small business clients.
• Take charge of multiple clients, managing their accounts concurrently with finesse.
• Help clients navigate accounting, payroll, and software-related challenges, demonstrating your expertise and patience.
• Foster strong, professional relationships with clients through clear and effective communication.
• Be a crucial part of the new client onboarding process – from clean-up tasks to process development and tool setup.

Qualifications

• Education: While having an Associate’s degree in accounting, finance, or a related field is preferred, it's not a strict requirement to apply. We welcome candidates with diverse educational backgrounds who possess the skills and passion for the role.
• Work Experience: Ideally, you have 1-3 years of experience in bookkeeping, accounting, or a related role. However, we also encourage individuals with less experience to apply – your enthusiasm and willingness to learn count for a lot.
• QuickBooks Proficiency: A strong working knowledge of QuickBooks is a must, with a preference for QuickBooks Online (QBO). If you hold certifications in QuickBooks Desktop or Online, that's a plus. If you don't have these certifications, a strong desire to obtain them is essential.
• Microsoft Office Skills: You should be proficient in Microsoft Office Products including Word, Excel, Teams, and Outlook. These tools are integral to our daily operations and client interactions.
• Adaptability to Technology: Our field is dynamic, and technology evolves rapidly. We're looking for someone who can comfortably adapt to new technologies, equipment, and systems. Your ability to learn and embrace new functionalities is highly valued.
• Communication Skills: Effective communication is paramount. You'll be liaising with clients externally and collaborating with our internal team. Timely and clear communication is the backbone of our success.

If you're excited about the prospect of applying your knowledge and skills in a dynamic environment and growing with us, we encourage you to submit your application.

Additional Information

Elevate Your Experience with Our Benefits:

• Medical, Dental, & Vision insurance
• 401(k) with employer match
• Disability, Life, and AD&D insurances
• Flexible spending account
• Health Savings Account
• Health Reimbursment Account
• Paid vacation, holidays, and PTO
• Possible Hybrid/Remote Work Flexibility
• Ongoing training &