Accountant, Business Advisor – Account Manager

🕒 March 24

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Kaizen CPAs + Advisors

51 - 200 employees

💸 Finance

Finance • Accounting • Consulting

Kaizen CPAs + Advisors is a professional services firm offering a range of advisory, accounting, tax planning, and payroll services aimed at helping businesses grow and manage their finances effectively. Founded in 1964, the firm focuses on delivering strategic guidance and handling complex accounting tasks for small and medium-sized businesses, including industries like automotive repair shops and restaurants. Kaizen CPAs + Advisors emphasizes the importance of informed decision-making and continuous improvement, providing tailored solutions and support through a dedicated team of CPAs and advisors. They also offer insurance coverage and risk management services, ensuring clients have comprehensive financial management support.

📋 Description

• Manage a book of 50+ clients, providing expert tax advice and ongoing business development • Lead and mentor a team of staff accountants and junior managers • Prepare, review, and finalize personal, corporate, and partnership tax returns • Identify new business opportunities and contribute to practice development • Drive improvements in processes and collaborate on firm goals

🎯 Requirements

• 5+ years in public accounting with a strong focus on tax • CPA or EA certification required • Proficient in tax research, business consulting, and managing multiple priorities • Strong interpersonal and communication skills • Enthusiastic about continuous learning and applying new software, processes, and strategies • Passion for mentoring others and maintaining professional development • Proficient in software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related tools

🏖️ Benefits

• Medical, Dental, and Vision Insurance • Short-Term & Long-Term Disability and Life Insurance • Cafeteria/Section 125 Plan • Retirement/401(k): Employer match with 100% vesting on day one of eligibility • Paid Vacation: Starting at 2 weeks, available for use from day one • Paid Personal Time (PTO): 32 hours available to use from day one • Paid Holidays: New Year’s Day, The First Friday after April 15th, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day

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