Job Description

We are seeking a highly motivated and detail-oriented Financial Analyst to support a Fractional CFO in managing financial operations for multiple clients. In this role, you will assist in analyzing financial data, creating reports, and helping drive strategic decision-making. You will work in a dynamic environment where you will support various small to medium-sized businesses, providing financial insights and contributing to their overall growth.

• Assist in preparing monthly, quarterly, and annual financial statements and reports for clients.
• Support in creating budgets and financial forecasts based on client-specific needs.
• Analyze financial data to identify trends, variances, and key performance indicators (KPIs) that affect business operations.
• Monitor cash flow projections, identifying potential issues and helping develop strategies to manage liquidity.
• Investigate variances between actual and budgeted financial results, providing insights and recommendations.
• Build financial models to support business decisions, including profitability analysis, cost management, and investment evaluation.
• Identify areas where financial processes can be streamlined or improved, providing suggestions to optimize efficiency.
• Collaborate directly with the Fractional CFO to relay financial information and present findings to clients in an understandable and actionable way.
• Perform ad hoc financial analysis and projects as needed by clients or the Fractional CFO.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 1-3 years of experience in financial analysis, accounting, or a similar role.
• Proficiency in financial modeling, data analysis, and forecasting techniques.
• Strong knowledge of accounting principles and financial statements.
• Advanced Excel skills; experience with financial software (e.g., QuickBooks, Xero, or others) is a plus.
• Excellent attention to detail and organizational skills.
• Ability to work independently and manage multiple client accounts.
• Strong communication skills and the ability to explain complex financial data in simple terms.
• Experience working with small to medium-sized businesses is preferred.

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Job Description

Are you passionate about building relationships, working with numbers, and navigating the ever-changing tax code? If so, keep reading! Join our tax team as a seasonal tax preparer and sharpen your skills while staying connected to the industry year-round. This role offers flexibility, with work during peak seasons and the potential to become a recurring seasonal team member annually.

As a tax preparer, you will primarily review tax returns based on your experience and may provide other basic accounting services, depending on your background. If you're looking for valuable experience during our peak season, along with opportunities for ongoing tax education throughout the year, we invite you to join the Kaizen Tax Team.

A successful Tax Preparer will:

• Prepare individual federal and state income tax returns
• Verify past tax forms for accuracy
• Calculate and invoice form preparation fees per firm policy as returns are prepared
• Frequently interface with client personnel to review and apply accounting and tax principles
• Contact clients by phone or email to gather necessary information
• Review files to ensure that they possess the necessary signatures, contain the necessary supporting documentation, and comply with filing due dates
• Obtain proper filing extensions when necessary
• Perform detailed review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience
• Perform all work in compliance with the firm’s policies and procedures
• Maintain the highest level of confidentiality, personal and ethical standards
• Maintain technical tax skills through on the job training and participation in internal tax training sessions
• Other duties may be assigned

Qualifications

• 2 or 4-year accounting degree or equivalent experience preferred but not required
• 1-2 plus years of tax return review experience preferred but not required
• CPA, JD, or EA license preferred but not required 
• Prior experience with a public accounting and/or professional services firm preferred
• Strong analytical skills to enable effective decision-making
• Solid written and oral communication skills
• Must have, or be able to obtain, a PTIN and continuing tax education

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Job Description

Are you someone who thrives on challenges, considers numbers and data their playground, and finds excitement in the fast-paced world of finance? If you're nodding in agreement, we may have the perfect opportunity for you!

As a Staff Accountant with us, you won't just be crunching numbers – you'll be shaping the financial success of our small business clients. Under the guidance of our account manager, you will play a pivotal role in preparing monthly, quarterly, and annual compiled financial statements. But that's not all – your day-to-day will involve juggling multiple clients, being the go-to person for their accounting and payroll queries, and assisting them in resolving basic software issues.

What You'll Do:

• Financial Statement Preparation:
  • Prepare monthly, quarterly, and annual compiled financial statements for a diverse range of small business clients.
• Client Management:
  • Manage multiple clients concurrently, offering assistance with accounting, payroll, and basic software issues.
  • Establish and maintain positive client relationships through clear and professional communication.
• Customer Service Excellence:
  • Provide a high level of customer service with a strong focus on follow-through.
  • Ensure timely reporting to meet weekly and monthly deadlines and goals.
• Practice Management:
  • Accurately maintain practice management reports, handling sensitive and confidential business matters.
• Expertise in Accounting:
  • Exhibit a thorough knowledge of accounting principles, practices, and procedures.
  • Demonstrate good judgment in problem-solving across various organizational levels.
• Collaborative Work Environment:
  • Work collaboratively with departments such as admin, IT, payroll processing, tax return preparation, and consulting engagements.
  • Maintain an organized and efficient workspace, adhering to company systems and procedures.
• Continuous Improvement:
  • Identify inefficiencies and initiate conversations with management to improve processes.
  • Attend training sessions to stay updated on various topics and share acquired knowledge.
• Research and Development:
  • Research new staff accountant techniques and technologies, applying and sharing information within the team.
• Goal Achievement:
  • Participate actively in establishing and achieving individual, department, and firm goals.
• Firm Culture Support:
  • Embrace the firm’s vision and core values, contributing to a creative, flexible work environment based on continuous improvement.

Qualifications

• Education: While having an Associate’s degree in accounting, finance, or a related field is preferred, it's not a strict requirement to apply. We welcome candidates with diverse educational backgrounds who possess the skills and passion for the role.
• Work Experience: Ideally, you have 1-3 years of experience in bookkeeping, accounting, or a related role. However, we also encourage individuals with less experience to apply – your enthusiasm and willingness to learn count for a lot.
• QuickBooks Proficiency: A strong working knowledge of QuickBooks is a must, with a preference for QuickBooks Online (QBO). If you hold certifications in QuickBooks Desktop or Online, that's a plus. If you don't have these certifications, a strong desire to obtain them is essential.
• Microsoft Office Skills: You should be proficient in Microsoft Office Products including Word, Excel, Teams, and Outlook. These tools are integral to our daily operations and client interactions.
• Adaptability to Technology: Our field is dynamic, and technology evolves rapidly. We're looking for someone who can comfortably adapt to new technologies, equipment, and systems. Your ability to learn and embrace new functionalities is highly valued.
• Communication Skills: Effective communication is paramount. You'll be liaising with clients externally and collaborating with our internal team. Timely and clear communication is the backbone of our success.

If you're ready to be part of a collaborative and growth-oriented environment, embrace continuous improvement, and contribute to the success of both our clients and our team, we invite you to apply for the Staff Accountant position.

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Job Description

Are you an automotive enthusiast with a knack for numbers? Do you thrive on building connections and organizing financial data? If you have a passion for the automotive repair industry and a talent for accounting, Kaizen CPAs + Advisors has an exciting opportunity just for you!

As a Junior Accounting Manager, you'll be an integral part of our dynamic team, focusing on a range of financial responsibilities primarily centered around tax. You'll have the chance to gain diverse exposure to payroll, bookkeeping, compilations, reviews, and more, all within the context of the automotive world. Reporting to the Account Manager, you'll be responsible for preparing personal, partnership, and corporate tax returns. But that's not all – you'll also be engaging with clients, conducting research on tax compliance matters, reviewing financial statements, crafting tax projections, and collaborating on responses to taxing authorities.

A successful Junior Accounting Manager at Kaizen CPAs + Advisors is someone who thrives in a high-paced environment of continuous improvement. You're someone who is eager to learn, apply knowledge swiftly, and share insights with the team. You're the bridge between Staff Accountants and Managers, so a clear understanding of both roles is crucial. Your interactions won't be limited to your immediate team; you'll also collaborate with colleagues from payroll, financial services, and IT. Building strong relationships with clients and co-workers is a must, and you'll even take the lead in presenting on various topics.

This role isn't just a stepping stone; it's a pathway to future advancement to Manager level for those that reveal a strong combination of superior technical skills, superior soft skills, confidence, the aptitude to advise a diverse client base, and holding true to the firm’s vision and core values. 

If you're ready to take your love for cars and numbers to the next level, join us at Kaizen CPAs + Advisors!

Qualifications

• CPA or EA certification preferred; willingness to pursue if not already obtained
• Bachelor's degree in Accounting or Finance
• 1-3 years of experience (preferred, but not required to apply)
• Proficiency in various software programs including Outlook, Excel, Word, Quickbooks, and tax-related software.
• Excellent communication and interpersonal skills to foster positive client and team relationships.
• Strong organizational skills with the ability to manage multiple tasks and priorities.
• Resilience and enthusiasm to thrive in a fast-paced, ever-evolving environment.
• Exceptional time management skills to meet deadlines effectively.
• Desire to grow and move into the Account Manager role required 

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Job Description

Are you someone who finds fulfillment in working with clients and contributing to their business success? Do you have a passion for numbers, coupled with the ability to build strong connections? Are you adept at organizing financial data? Kaizen CPAs + Advisors presents an exciting opportunity specifically designed for individuals with your skills and enthusiasm!

As a Junior Accounting Manager, you'll be an integral part of our dynamic team, focusing on a range of financial responsibilities primarily centered around tax. You'll have the chance to gain diverse exposure to payroll, bookkeeping, compilations, reviews, and more, all within the context of the automotive world. Reporting to the Account Manager, you'll be responsible for preparing personal, partnership, and corporate tax returns. But that's not all – you'll also be engaging with clients, conducting research on tax compliance matters, reviewing financial statements, crafting tax projections, and collaborating on responses to taxing authorities.

A successful Junior Accounting Manager at Kaizen CPAs + Advisors is someone who thrives in a high-paced environment of continuous improvement. You're someone who is eager to learn, apply knowledge swiftly, and share insights with the team. You're the bridge between Staff Accountants and Managers, so a clear understanding of both roles is crucial. Your interactions won't be limited to your immediate team; you'll also collaborate with colleagues from payroll, financial services, and IT. Building strong relationships with clients and co-workers is a must, and you'll even take the lead in presenting on various topics.

This role isn't just a stepping stone; it's a pathway to future advancement to Manager level for those that reveal a strong combination of superior technical skills, superior soft skills, confidence, the aptitude to advise a diverse client base, and holding true to the firm’s vision and core values. 

Qualifications

• CPA or EA certification preferred; willingness to pursue if not already obtained
• Bachelor's degree in Accounting or Finance
• 1-3 years of experience (preferred, but not required to apply)
• Proficiency in various software programs including Outlook, Excel, Word, Quickbooks, and tax-related software.
• Excellent communication and interpersonal skills to foster positive client and team relationships.
• Strong organizational skills with the ability to manage multiple tasks and priorities.
• Resilience and enthusiasm to thrive in a fast-paced, ever-evolving environment.
• Exceptional time management skills to meet deadlines effectively.
• Desire to grow and move into the Account Manager role required 

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Job Description

Are you a motivated and ambitious sales professional looking for an exciting opportunity in the finance industry? We are seeking a dynamic and results-driven Outside Sales Representative to join our team. In this role, you will be responsible for selling our comprehensive range of accounting, advising, and payroll services to businesses of all sizes. If you thrive in a fast-paced environment, enjoy building relationships, and have a passion for helping businesses succeed, then this is the perfect opportunity for you!

Our Outside Sales Representatives direct 2-3 sales leads daily with owners of small to medium-sized businesses with the goal of showing them the benefits of our accounting and payroll services.  You will be expected to handle all aspects of the sales process, including: prospecting, setting appointments, developing relationships, creating written proposals, presenting the proposals, and closing the sale. 

The successful candidate is self-motivated, self-disciplined, and goal oriented.  He or she must demonstrate strong communications skills; in particular strong listening skills with the ability to uncover the real challenges the client is facing with his accounting and/or payroll services.  The successful candidate also displays an outgoing personality with expertise at developing relationships, particularly with business owners, presidents and CEO’s.  He or she must possess a strong results-oriented work ethic and sense of integrity, be professional, upbeat, enthusiastic, dependable and honest. 

Qualifications

• 3+ years of proven track record of success in B2B sales, preferably in the finance or related industry.
• Self-motivated and target-oriented, with a drive to exceed sales goals.
• Proficient in various software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related software.
• Excellent presentation and negotiation skills.
• Ability to thrive in a fast-paced, dynamic environment.
• Knowledge of accounting principles and payroll processes is a plus.
• Bachelor's degree in Business, Finance, or a related field is preferred.
• Willingness to travel within a 50 mile radius of your home.

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Job Description

Are you a talented accountant with a flair for business strategy? Do you have a passion for helping businesses grow and thrive? If so, we invite you to explore an exciting career opportunity as an Accountant Business Advisor. 

Key Responsibilities:

• Tax Compliance: Prepare and review personal, corporate, and partnership tax returns to ensure accuracy and compliance with all relevant regulations.
• Client Management: Act as the main point of contact and trusted advisor for clients, managing client relationships and engagements effectively.
• Tax Advisory: Research and address complex tax compliance matters to provide expert guidance and solutions to clients.
• Financial Analysis: Review financial statements to offer strategic insights and identify potential areas of improvement for clients.
• Financial Planning: Develop and review tax projections to help clients plan for their financial future and make informed decisions.
• Collaboration: Collaborate with payroll, financial services, and IT teams to comprehensively meet client needs and deliver holistic solutions.
• Presentations: Lead internal and external presentations on diverse financial and business subjects, showcasing your expertise.
• Team Leadership: Work closely with Assistant Managers, Junior Managers, and Staff Accountants to coordinate engagement activities effectively.
• Time Management: Ensure timely and efficient management of time pressures and deadlines to achieve firm goals.
• Professionalism: Uphold the company's vision and values while maintaining professionalism and enthusiasm in all interactions.

Qualifications

• CPA or EA certification required, with a strong commitment to obtaining it promptly if not already obtained.
• 4-6 years of proven expertise in tax preparation, compliance, and advisory services.
• Proficient in various software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related software.
• Strong organizational skills, capable of managing multiple tasks and priorities efficiently.
• Excellent communication and interpersonal skills, fostering positive client and team relationships.
• Demonstrated integrity, honesty, and dependability in all professional endeavors.
• Resilience and enthusiasm to excel in a fast-paced, ever-evolving environment.
• Exceptional time management skills to consistently meet deadlines effectively.
• Confident presentation abilities, capable of leading discussions on financial topics.
• Adept at collaborating with cross-functional teams to address diverse client needs.

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