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Financial Consultant and Tax Specialist

2 months ago

Antioch, Illinois, United States Kaizen CPAs + Advisors Full time
Job Overview

At Kaizen CPAs + Advisors, we are seeking a dedicated and skilled Accountant Business Advisor to join our team. Our firm has been a trusted partner for businesses since 1964, providing expert financial guidance and support to help them thrive.

Company Background

As a family-owned and operated CPA firm, we pride ourselves on delivering personalized service and innovative solutions. Our mission is to empower businesses by offering insightful advice, strategic planning, and comprehensive financial management services.

Key Responsibilities
  • Tax Compliance: Prepare and evaluate individual, corporate, and partnership tax returns, ensuring adherence to all applicable regulations.
  • Client Relations: Serve as the primary contact and trusted advisor for clients, effectively managing relationships and engagements.
  • Tax Advisory Services: Investigate and resolve complex tax compliance issues, providing expert recommendations and solutions.
  • Financial Analysis: Analyze financial statements to deliver strategic insights and identify opportunities for client improvement.
  • Financial Planning: Create and assess tax projections to assist clients in planning for their financial futures.
  • Collaboration: Work alongside payroll, financial services, and IT teams to comprehensively address client needs.
  • Presentations: Conduct internal and external presentations on various financial and business topics, showcasing your expertise.
  • Team Leadership: Collaborate with Assistant Managers, Junior Managers, and Staff Accountants to coordinate engagement activities.
  • Time Management: Ensure efficient management of time-sensitive tasks and deadlines to meet firm objectives.
  • Professional Integrity: Uphold the company's vision and values while maintaining professionalism in all interactions.
Qualifications
  • CPA or EA certification is required, with a strong commitment to obtaining it if not already held.
  • 4-6 years of demonstrated experience in tax preparation, compliance, and advisory services.
  • Proficient in software applications, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related software.
  • Strong organizational skills, capable of managing multiple priorities effectively.
  • Excellent communication and interpersonal skills, fostering positive relationships with clients and team members.
  • Demonstrated integrity, honesty, and reliability in all professional endeavors.
  • Resilience and enthusiasm to excel in a dynamic, fast-paced environment.
  • Exceptional time management skills to consistently meet deadlines.
  • Confident presentation skills, capable of leading discussions on financial matters.
  • Adept at collaborating with cross-functional teams to meet diverse client needs.
Equal Opportunity Statement

Kaizen CPAs + Advisors is committed to providing equal employment opportunities to all employees and applicants, prohibiting discrimination and harassment of any kind. This policy applies to all aspects of employment, including recruiting, hiring, placement, promotion, termination, and training.