Accountant Business Advisor (Account Manager)

Company Description

At Kaizen CPAs Advisors, we help businesses navigate financial complexities and achieve their goals. With decades of experience, we understand the challenges businesses face and provide practical, forward-thinking guidance to help them succeed.

Our work is shaped by four core values: own it, be an ideal team player, make a positive impact, and embrace a growth mindset. These principles guide how we support our clients and foster a collaborative, supportive workplace.

At Kaizen and Your Payroll Department (YPD), you’ll join a collaborative team that values growth, supports your development, and turns challenges into opportunities. Here, your work makes a real difference—for clients, the team, and your career.

Job Description

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. 

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: Work 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: Coordinate engagement activities with Assistant Managers, Junior Managers, and Staff Accountants. 

• 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. 

Qualifications

Experience & Qualifications: 

• 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 software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related tools. 

• Strong organizational skills, capable of managing multiple tasks and priorities efficiently. 

• Excellent communication and interpersonal skills to foster 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. 

Additional Information

Compensation: Depending on experience, starting at $75k/year, with a commission incentive when commission exceeds the annual compensation.   

Benefits: The following benefit programs are subject to change or revocation at any time, with or without notice, at the sole discretion of the Firm.  

• Medical Insurance 

• Dental Insurance 

• Vision Insurance 

• STD/LTD/Life Insurance 

• Retirement/401K 

• Cafeteria/Section 125 Plan 

• Paid Vacation 

• Paid Personal Time (PTO) 

• Paid Holidays 

Kaizen CPAs Advisors is an equal opportunity employer. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leave of absence, compensation, and training.