Kaizen CPAs + Advisors

Accountant

• Prepare monthly, quarterly, and annual financial statements for small business clients, giving them the insights they need to succeed.
• Manage a portfolio of clients, providing support with accounting, payroll, and basic software questions—all while building strong, professional relationships.
• Deliver exceptional service with a focus on timely responses and dependable follow-through to keep things moving forward.
• Maintain accurate practice management reports and handle sensitive business matters confidentially.
• Work closely with teams in IT, payroll, tax, and consulting to provide seamless support and well-rounded service.
• Spot opportunities for efficiency, recommend improvements, and contribute to the firm's continuous improvement culture.
• Stay up to date with evolving accounting practices and technology, participate in trainings, and share your learning with the team.
• Actively support firm-wide goals and embody our vision and core values in everything you do.

Staff Accountant, QuickBooks

Accounting Manager

• Work directly with small business clients to guide them toward financial clarity and success.
• Prepare personal, partnership, and corporate tax returns, ensuring accuracy and compliance.
• Collaborate with clients on tax planning, projections, and inquiries—becoming their go-to expert.
• Review financial statements and assist with reviews that drive client confidence.
• Conduct research and support responses to federal and state tax authorities.
• Serve as a key liaison between Staff Accountants and Managers, keeping workflows smooth and communication clear.
• Share your knowledge through internal presentations and take advantage of continuous learning opportunities—with a clear path to becoming a Manager.

Junior Accounting Manager – Automotive Industry Enthusiast, CPA/EA

Account Manager

• Manage a book of 50+ clients, providing expert tax advice, quarterly planning, and ongoing business development
• Lead and mentor a team of staff accountants and junior managers to ensure timely, accurate deliverables and seamless client service
• Prepare, review, and finalize personal, corporate, and partnership tax returns while staying up to date with tax laws
• Identify new business opportunities, expand firm services, and contribute to practice development by cultivating strong client relationships
• Drive improvements in processes, collaborate on firm goals, and embrace change to ensure the firm is always at the forefront of the industry

Kaizen CPAs + Advisors

Staff Accountant, QuickBooks

Junior Accounting Manager – Automotive Industry Enthusiast, CPA/EA

Accountant, Business Advisor – Account Manager

Junior Accounting Manager, CPA/EA