Staff Accountant (Small Business Clients)

Job Description

Job Description

At Kaizen CPAs + Advisors & YPD, we're a people-first firm committed to helping businesses overcome financial challenges and achieve their goals. We believe great results come from great people, and our culture is built around four core values:

• Own It – Take pride in solving problems and delivering results.
• Be an Ideal Team Player – Collaborate, support others, and succeed together.
• Make a Positive Impact – Create meaningful value for our clients, team, and community.
• Embrace a Growth Mindset – Keep learning, improving, and growing.

Join a supportive team where your work matters, your growth is encouraged, and your contributions make a real impact.

We're looking for a Staff Accountant who enjoys working directly with clients, solving problems, and helping small businesses stay organized and financially informed.

What You'll Do

In this role, you'll support small business clients by maintaining accurate financial records and helping them understand their numbers.

Responsibilities include:

• Prepare monthly, quarterly, and annual financial statements
• Maintain and reconcile client books using QuickBooks Online
• Assist clients with accounting and payroll questions
• Work closely with an Account Manager to support multiple client accounts
• Identify opportunities to improve processes and efficiency
• Collaborate with internal payroll, tax, and technology teams

What Success Looks Like

Successful team members in this role are:

• Organized and comfortable managing multiple clients
• Strong communicators who respond promptly and professionally
• Curious learners who enjoy improving systems and processes
• Team players who take ownership of their work

Qualifications

• Associate's degree in Accounting, Finance, or related field preferred
• 1–3 years of bookkeeping or accounting experience
• Experience with QuickBooks Online
• Comfortable with Microsoft Excel and modern cloud software
• Strong written and verbal communication skills

 

Equal Opportunity Employer: Kaizen CPAs + Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, free from discrimination and harassment. We prohibit discrimination based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including recruitment, hiring, promotion, termination, leave of absence, compensation, and training.

Employment is contingent upon the successful completion of a background check and credit check, consistent with applicable laws. Candidates must be willing and able to meet these requirements as a condition of employment.