Accountant Business Advisor (Account Manager) - Kaizen CPAs + Advisors

Since 1964, Kaizen CPAs + Advisors has been helping businesses maximize their profit potential. As a second-generation, family-owned business we know firsthand what it takes to provide and incorporate the kind of forward-thinking advice, preparation, and planning to achieve and exceed business growth goals.

We are a deeply service-oriented, licensed CPA firm. Think of us as your company CFO.  At Kaizen CPAs + Advisors, we provide smart advice to keep you informed, business management counsel to keep you inspired along your journey, combined with information technology and a proactive approach to help you continuously improve yourself and your business. Our clients tell us our education and guidance provide the kind of confidence that allows them to sleep better. We worry about your business financials and upkeep so you don’t have to.

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. 

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.

• CPA or EA certification required, with a strong commitment to obtaining it promptly if not already obtained.
• 4-6 years of proven expertise in tax preparation, compliance, and advisory services.
• Proficient in various software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related software.
• Strong organizational skills, capable of managing multiple tasks and priorities efficiently.
• Excellent communication and interpersonal skills, fostering positive client and team relationships.
• Demonstrated integrity, honesty, and dependability in all professional endeavors.
• Resilience and enthusiasm to excel in a fast-paced, ever-evolving environment.
• Exceptional time management skills to consistently meet deadlines effectively.
• Confident presentation abilities, capable of leading discussions on financial topics.
• Adept at collaborating with cross-functional teams to address diverse client needs.

Kaizen CPAs + Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.