Tax Compliance and Advisory Expert
2 weeks ago
Join our team at Kaizen CPAs + Advisors, a family-owned CPA firm dedicated to empowering businesses since 1964. We pride ourselves on delivering insightful financial guidance and innovative strategies to help our clients achieve their business objectives.
Position SummaryWe are seeking a skilled Accountant Business Advisor who is passionate about driving business success through financial expertise. This role is ideal for individuals who thrive in a collaborative environment and possess a strong understanding of tax regulations and financial planning.
Key Responsibilities- Tax Compliance: Accurately prepare and review tax returns for individuals, corporations, and partnerships, ensuring adherence to all applicable laws.
- Client Engagement: Serve as the primary contact for clients, building and maintaining strong relationships while effectively managing their financial needs.
- Tax Advisory Services: Investigate complex tax issues and provide strategic solutions tailored to client circumstances.
- Financial Analysis: Analyze financial statements to offer actionable insights and identify opportunities for improvement.
- Financial Strategy Development: Create and assess tax projections to assist clients in making informed financial decisions.
- Team Collaboration: Work alongside payroll, financial services, and IT teams to deliver comprehensive solutions that meet client expectations.
- Presentations: Conduct informative presentations on various financial topics, demonstrating your expertise and knowledge.
- Leadership: Guide and mentor junior staff, ensuring effective coordination of engagement activities.
- Time Management: Manage deadlines and prioritize tasks to meet the firm’s objectives efficiently.
- Professional Integrity: Uphold the firm’s values and maintain a high level of professionalism in all interactions.
- CPA or EA certification is required, with a commitment to obtaining it if not already held.
- 4-6 years of experience in tax preparation, compliance, and advisory roles.
- Proficient in software applications such as Outlook, Excel, Word, QuickBooks, Qount, and tax software.
- Strong organizational abilities to manage multiple priorities effectively.
- Excellent communication skills to foster positive relationships with clients and team members.
- Demonstrated integrity and reliability in all professional activities.
- Ability to adapt and thrive in a dynamic work environment.
- Exceptional time management skills to consistently meet deadlines.
- Confident in presenting financial information to diverse audiences.
- Adept at collaborating with cross-functional teams to address client needs.
Kaizen CPAs + Advisors is committed to providing equal employment opportunities and prohibits discrimination and harassment of any kind. This policy applies to all aspects of employment.
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