Accountant Business Advisor (Account Manager)

Accountant Business Advisor (Account Manager)

At Kaizen CPAs + Advisors, we're a people-first firm dedicated to helping businesses overcome financial challenges and achieve their goals. With decades of experience, we focus on practical, forward-thinking solutions that put people at the heart of everything we do.

Our work is guided by four core values: Own It: Take pride in solving problems and delivering results. Be an Ideal Team Player: Collaboration and support are key to our success. Make a Positive Impact: We're committed to making a difference for our clients, team, and community. Embrace a Growth Mindset: Constant learning and evolving helps us grow—together.

At Kaizen and Your Payroll Department (YPD), we prioritize the growth and well-being of our people. You'll join a supportive team where challenges are turned into opportunities, and where your work truly makes a difference for our clients, the team, and your career. Join us and experience a people-first culture that values your success and development!

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 an Account 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!

What You'll Do:

• 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

What We're Looking For:

• Experienced Leader: 5+ years in public accounting with a strong focus on tax, including managing client relationships and leading teams.
• Certification: CPA or EA certification required, with a strong commitment to obtaining it promptly if not already obtained.
• 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.
• Tech-Savvy: Proficient in software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related tools.

Additional Information

Here's a peek at what's ahead as we get to know each other:

Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application, as doing so may result in disqualification.

Apply: Submit your resume for review.

Phone Screen: If we think there might be a great fit based on your resume, a brief call with HR will be scheduled to learn more about you and share details about the role.

First Panel Interview: Meet with the hiring team to discuss your experience, skills, and alignment with our core values.

Assessments & References: Complete relevant assessments and provide professional references to help us get a full picture of your potential.

Second Panel Interview: A deeper conversation with the team to explore fit, expectations, and next steps.

Offer: If it's a match, we'll extend an offer and begin onboarding!

Perks of Being Part of Our Team

Compensation: Starting at $75k per year, based on experience, with the opportunity for commission incentives when earnings exceed annual compensation.

Benefits: We offer a competitive benefits package designed to support your health, well-being, and work-life balance. Benefits may include:

• Medical, Dental, and Vision Insurance
• Short-Term & Long-Term Disability and Life Insurance
• Cafeteria/Section 125 Plan
• Retirement/401(k): Employer match with 100% vesting on day one of eligibility
• Paid Vacation: Starting at 2 weeks, available for use from day one
• Paid Personal Time (PTO): 32 hours available to use from day one
• Paid Holidays: New Year's Day, The First Friday after April 15th, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day

Note: Benefits are subject to change or revocation at the sole discretion of the Firm.

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.

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