Accounting Project Manager (New Client Onboarding Specialist)
We are a family-minded business based on a culture of partnership and dedication. Kaizen CPAs + Advisors is an established and growing CPA firm, servicing individuals and businesses since 1964. We ensure each client benefits from the expertise of our entire firm. Each of our clients has not only an accountant working with them, but a team of people striving to help them with the success of their business.
“Being a Project Manager is like being an artist, you have the different colored process streams combining into a work of art” ~ Greg Cimmarrusti
Our Accounting Project Manager (Onboarding Specialist) (APM) excels in a fast-paced environment in which there is continuous improvement. The APM understands the Kaizen accounting process, sets up new client’s QuickBooks Online file, works with Intuit to convert a QBD file to QBO or transitions an existing file under our structure. A successful APM trains the client under the Kaizen processes within QBO to ensure we deliver accurate financial statements quickly to clients. To do this, the APM must understand the client’s business environment and translate those activities into accounting by developing a client road map and Master Journal Entry Guide. The APM is expected to function independently of significant management oversight on a variety of projects. In this role, the APM must understand accounting concepts, including proper revenue recognition (tax basis), bank reconciliation, payroll accounting, basic accruals, depreciation (tax), A/R & A/P concepts and be able to use a variety of accounting software products. Responsibilities include the ability to prioritize workload, meet predetermined deadlines and assist with special projects as needed.
- Bachelor’s degree in accounting, Finance, or related field required
- Previous sales experience a plus
- Certified QuickBooks Online ProAdvisor and willingness to work toward advanced certification required
- Proficient with Microsoft Office Products (Word, Excel, Teams, Outlook)
- Must be technologically savvy, demonstrating the ability to adapt to ever changing technologies and learn functionality of new equipment and systems
- Team player motivated to work in a fast-paced environment
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.