Accountant Business Advisor
- Full-time
Company Description
Meet Kaizen CPAs + Advisors, the family-friendly accounting pros that have been rockin' the numbers game since 1964. Yep, that's right, we're like the OGs of the financial world! 📊
With five super convenient locations, we've got you covered. Our Illinois offices are nestled in the picturesque towns of Antioch, Arlington Heights, South Barrington, and Lake Zurich. And let's not forget our Wisconsin office, chillin' in the awesome city of Kenosha. 🏙️
Now, even though we're hangin' out in northeastern Illinois and southeastern Wisconsin, our clients are like our own personal travel buddies. We've got peeps all over, from the Windy City down south to the cheese-loving folks up north, and even scattered across the good ol' USA. 🗺️
But here's the real deal: When you join the Kaizen CPAs + Advisors crew, you're not just joining a bunch of number crunchers. You're becoming part of our awesome, supportive team. We're all about high-fives and virtual dance parties to celebrate your wins, whether they're big-time business victories or personal achievements. 💃🕺
So, if you're lookin' for an accounting squad that's a mix of professionalism and down-to-earth awesomeness, look no further. Kaizen CPAs + Advisors has your back! 🚀
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 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.
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