Client Advisory Manager

Client Advisory Manager

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.

Job Description

Are you ready to break free from the traditional accounting firm experience? We're not your typical firm-we're Kaizen! If you're a driven, positive leader who thrives on helping small business owners achieve their goals, we want to talk to you.

As a Client Advisory Manager, you'll play a crucial role in managing client relationships, leading tax compliance efforts, and driving business development-all while keeping our fast-paced, ever-improving environment buzzing with energy and innovation. You'll work closely with both clients and internal teams, ensuring we deliver top-notch service while staying ahead of industry trends. If you're an expert at managing multiple priorities, building strong relationships, and maintaining a positive, solutions-oriented mindset, this is your next career move!

• Client Leadership: Manage a book of 50+ clients, providing them with expert tax advice, quarterly planning, and ongoing business development.
• Team Collaboration: Lead and mentor a team of staff accountants and junior managers to ensure timely, accurate deliverables and seamless client service.
• Tax Expertise: Prepare, review, and finalize personal, corporate, and partnership tax returns while staying up to date with tax laws.
• Practice Growth: Identify new business opportunities, expand firm services, and contribute to our practice's development by cultivating strong client relationships.
• Continuous Improvement: Drive improvements in processes, collaborate on firm goals, and embrace change to ensure we're always at the forefront of the industry.

Qualifications

• Experienced Leader: 5+ years in public accounting with a strong focus on tax, including managing client relationships and leading teams.
• Strategic Thinker: Proficient in tax research, business consulting, and managing multiple priorities under tight deadlines.
• Relationship Builder: Strong interpersonal and communication skills with the ability to collaborate with clients, colleagues, and firm leadership.
• Innovative Problem Solver: Enthusiastic about continuous learning and applying new software, processes, and strategies to improve efficiency.
• Committed to Growth: A passion for mentoring others, maintaining professional development, and growing within the firm.
• Certification: CPA or EA certification required, with a strong commitment to obtaining it promptly if not already obtained.
• Tech-Savvy: Proficient in software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related tools.

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.