Financial Services Specialist

4 days ago


Antioch, Illinois, United States Kaizen CPAs + Advisors Full time
About the Role
We're seeking a highly skilled and motivated Staff Accountant to join our team at Kaizen CPAs + Advisors. As a Staff Accountant, you'll be responsible for preparing financial statements, managing client relationships, and providing exceptional customer service. If you're a detail-oriented and organized individual who thrives in a fast-paced environment, we encourage you to apply for this exciting opportunity.

Key Responsibilities:
The successful candidate will be responsible for:
  • Preparing monthly, quarterly, and annual compiled financial statements for a diverse range of small business clients.
  • Managing multiple clients concurrently, offering assistance with accounting, payroll, and basic software issues.
  • Establishing and maintaining positive client relationships through clear and professional communication.
  • Providing a high level of customer service with a strong focus on follow-through.
  • Maintaining accurate and up-to-date practice management reports, handling sensitive and confidential business matters.
  • Exhibiting a thorough knowledge of accounting principles, practices, and procedures, and demonstrating good judgment in problem-solving across various organizational levels.
  • Working collaboratively with departments such as admin, IT, payroll processing, tax return preparation, and consulting engagements.
  • Identifying inefficiencies and initiating conversations with management to improve processes.
  • Attending training sessions to stay updated on various topics and sharing acquired knowledge.
  • Researching new staff accountant techniques and technologies, applying and sharing information within the team.
  • Participating actively in establishing and achieving individual, department, and firm goals.
  • Embracing the firm's vision and core values, contributing to a creative, flexible work environment based on continuous improvement.

Salary Range
$55,000 - $65,000 per annum, depending on experience.

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