Accounting Professional
4 days ago
Kaizen CPAs + Advisors is a second-generation, family-owned business that has been helping businesses maximize their profit potential since 1964. We provide smart advice to keep you informed, business management counsel to keep you inspired along your journey, combined with information technology and a proactive approach to help you continuously improve yourself and your business.
We are a deeply service-oriented, licensed CPA firm. Think of us as your company CFO. Our clients tell us our education and guidance provide the kind of confidence that allows them to sleep better. We worry about your business financials and upkeep so you don't have to.
Job Description
The Staff Accountant will play a pivotal role in shaping the financial success of our small business clients. Under the guidance of our account manager, you will prepare monthly, quarterly, and annual compiled financial statements. 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.
- Key Responsibilities:
- 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.
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