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 skilled CPA accountant with a passion for client relationships, tax compliance, and business advisory? Are you seeking a dynamic role where your technical prowess and interpersonal finesse can shine? Look no further! Join our team as an Account Manager and play a pivotal role in providing top-notch financial and business advice to our valued clients.

As an Account Manager, you will be at the forefront of client interactions and engagements, managing a variety of financial tasks while ensuring adherence to firm policies and procedures. Your key responsibilities will include:

• Preparing and reviewing personal, corporate, and partnership tax returns to ensure accuracy and compliance.
• Managing client relationships and engagements, acting as the main point of contact and trusted advisor.
• Researching and addressing complex tax compliance matters to provide expert guidance to clients.
• Reviewing financial statements to offer strategic insights and identify potential areas of improvement.
• Developing and reviewing tax projections to help clients plan for their financial future.
• Collaborating with payroll, financial services, and IT teams to comprehensively meet client needs.
• Leading internal and external presentations on diverse financial and business subjects.
• Working closely with Assistant Managers, Junior Managers and Staff Accountants to coordinate engagement activities effectively.
• Ensuring timely and efficient management of time pressures and deadlines to achieve firm goals.
• Upholding the company's vision and values while maintaining professionalism and enthusiasm.

Qualifications

• CPA or EA certification is required, if not obtained must have desire to obtain. 
• 1-3 years of proven experience in tax preparation, compliance, and advisory services.
• Proficiency in various software programs including Outlook, Excel, Word, Quickbooks, 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.

If you are a dedicated CPA accountant with a proven track record in tax compliance, business advisory, and client management, we invite you to apply. Join our team and embark on a journey to elevate your career while contributing to our clients' financial prosperity.

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
• Hybrid/Remote Work Flexibility
• Ongoing training & development
• Company-sponsored events & more!

Kaizen CPAs + Advisors provides equal employment opportunities to all employees and applicants for em