Job Description

If you enjoy building relationships, playing with numbers, and understand the ever evolving tax code, keep reading!  Join our tax team, keep your skills sharp and work during select times of the year and stay engaged in the industry and connected with peers year round. We’re hiring a core group of seasonal tax preparers who will work during peak busy seasons (early January thru mid-April)with the opportunity available to become part of an annual recurring seasonal team. This core group of professionals will primarily review tax returns based on experience and may provide other basic accounting services with prior experience. If you are looking for experience during our peak season with opportunities for continuing tax education during the year, then come 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

Though the work is predominately tax, this position is ideal for the individual looking to get broad exposure to payroll, bookkeeping, compilations, and reviews. The Junior Manager, under the direct supervision of the Account Manager, prepares personal, partnership, and corporate tax returns. In addition, the Junior Manager manages client relationships and engagements, researches tax compliance matters, reviews financial statements, prepares tax projections, and assists in responding to various taxing authorities. A successful Junior Manager excels in an environment of continuous improvement; researching, applying, and sharing information at a fast pace. As the link between Staff Accountants and Managers, the Junior Manager identifies areas for enhancement that will bring value to the client. To do this, it is essential to understand the Staff Accountant position, as well as the Manager position. Not only does the Junior Manager work with Staff Accountants and Managers, they also work with members from payroll, financial services, and IT. Building a good rapport with clients and co-workers is essential; leading presentations on varied subjects is a requirement. Junior Managers gain proficiency in a number of software programs, e.g., Microsoft Excel, Word, and Teams, as well as a suite of tax programs. Time pressures, due to various tasks and deadlines, must be managed efficiently to be successful in achieving firm goals. Integrity, honesty, dependability, enthusiasm, positivity, resilience, organization, time management, and professionalism are demonstrated daily in this position. In addition to the above, advancement to Manager is available for those that reveal a strong combination of superior technical skills, superior soft skills, confidence, the ability to command respect from clients and co-workers, the aptitude to advise a diverse client base, and holding true to the firm’s vision and values. 

Qualifications

• Bachelors degree in Accounting, Finance, or related field.
• CPA certification or candidate for CPA certification; EA also acceptable -  if not already obtained candidate must have the desire to obtain within the first year of employment 
• 1-3 years experience – preferred, but not required 
• Proficient with QuickBooks Online
• Proficient with Microsoft Office products
• Desire for further advancement to Account Manager required for this role

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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, based on your technical prowess, interpersonal finesse, and alignment with our firm's vision and 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 ASAP
• 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 Account Manager role required 

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Job Description

Do you thrive on challenges? Are numbers and data your playground? Does the fast-paced world of finance excite you? If you're nodding in agreement, then keep reading because we might just 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:

• Prepare accurate and timely financial statements for our diverse portfolio of small business clients.
• Take charge of multiple clients, managing their accounts concurrently with finesse.
• Help clients navigate accounting, payroll, and software-related challenges, demonstrating your expertise and patience.
• Foster strong, professional relationships with clients through clear and effective communication.
• Be a crucial part of the new client onboarding process – from clean-up tasks to process development and tool setup.

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 excited about the prospect of applying your knowledge and skills in a dynamic environment and growing with us, we encourage you to submit your application.

See more jobs at Kaizen CPAs + Advisors

Apply for this job

Job Description

Do you thrive on challenges? Are numbers and data your playground? Does the fast-paced world of finance excite you? If you're nodding in agreement, then keep reading because we might just 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:

• Prepare accurate and timely financial statements for our diverse portfolio of small business clients.
• Take charge of multiple clients, managing their accounts concurrently with finesse.
• Help clients navigate accounting, payroll, and software-related challenges, demonstrating your expertise and patience.
• Foster strong, professional relationships with clients through clear and effective communication.
• Be a crucial part of the new client onboarding process – from clean-up tasks to process development and tool setup.

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 excited about the prospect of applying your knowledge and skills in a dynamic environment and growing with us, we encourage you to submit your application.

See more jobs at Kaizen CPAs + Advisors

Apply for this job

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, based on your technical prowess, interpersonal finesse, and alignment with our firm's vision and 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.

See more jobs at Kaizen CPAs + Advisors

Apply for this job

Job Description

Though the work is predominately tax, this position is ideal for the individual looking to get broad exposure to payroll, bookkeeping, compilations, and reviews. The Junior Manager, under the direct supervision of the Account Manager, prepares personal, partnership, and corporate tax returns. In addition, the Junior Manager manages client relationships and engagements, researches tax compliance matters, reviews financial statements, prepares tax projections, and assists in responding to various taxing authorities. A successful Junior Manager excels in an environment of continuous improvement; researching, applying, and sharing information at a fast pace. As the link between Staff Accountants and Managers, the Junior Manager identifies areas for enhancement that will bring value to the client. To do this, it is essential to understand the Staff Accountant position, as well as the Manager position. Not only does the Junior Manager work with Staff Accountants and Managers, they also work with members from payroll, financial services, and IT. Building a good rapport with clients and co-workers is essential; leading presentations on varied subjects is a requirement. Junior Managers gain proficiency in a number of software programs, e.g., Microsoft Excel, Word, and Teams, as well as a suite of tax programs. Time pressures, due to various tasks and deadlines, must be managed efficiently to be successful in achieving firm goals. Integrity, honesty, dependability, enthusiasm, positivity, resilience, organization, time management, and professionalism are demonstrated daily in this position. In addition to the above, advancement to Manager is available for those that reveal a strong combination of superior technical skills, superior soft skills, confidence, the ability to command respect from clients and co-workers, the aptitude to advise a diverse client base, and holding true to the firm’s vision and values. 

Qualifications

• Bachelors degree in Accounting, Finance, or related field.
• CPA certification or candidate for CPA certification; EA also acceptable -  if not already obtained candidate must have the desire to obtain 
• 1-3 years experience – preferred, but not required 
• Proficient with QuickBooks Online
• Proficient with Microsoft Office products
• Desire for further advancement to Account Manager

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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 with Microsoft Office products
• 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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