Staff Accountant/Bookkeeper (QuickBooks)

Company Description

Since 1964, Kaizen CPAs + Advisors has been helping businesses maximize their profit potential. As a second-generation, family-owned business we know firsthand what it takes to provide and incorporate the kind of forward-thinking advice, preparation, and planning to achieve and exceed business growth goals.

We are a deeply service-oriented, licensed CPA firm. Think of us as your company CFO. At Kaizen CPAs + Advisors, 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. 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

Are you someone who thrives on challenges, considers numbers and data their playground, and finds excitement in the fast-paced world of finance? If you're nodding in agreement, we may have the perfect opportunity for you!

As a Staff Accountant with us, you won't just be crunching numbers – you'll be shaping the financial success of our small business clients. Under the guidance of our account manager, you will play a pivotal role in preparing monthly, quarterly, and annual compiled financial statements. But that's not all – 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.

What You'll Do:

• 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.

Qualifications

• Education: While having an Associate’s degree in accounting, finance, or a related field is preferred, it's not a strict requirement to apply. We welcome candidates with diverse educational backgrounds who possess the skills and passion for the role.
• Work Experience: Ideally, you have 1-3 years of experience in bookkeeping, accounting, or a related role. However, we also encourage individuals with less experience to apply – your enthusiasm and willingness to learn count for a lot.
• QuickBooks Proficiency: A strong working knowledge of QuickBooks is a must, with a preference for QuickBooks Online (QBO). If you hold certifications in QuickBooks Desktop or Online, that's a plus. If you don't have these certifications, a strong desire to obtain them is essential.
• Microsoft Office Skills: You should be proficient in Microsoft Office Products including Word, Excel, Teams, and Outlook. These tools are integral to our daily operations and client interactions.
• Adaptability to Technology: Our field is dynamic, and technology evolves rapidly. We're looking for someone who can comfortably adapt to new technologies, equipment, and systems. Your ability to learn and embrace new functionalities is highly valued.
• Communication Skills: Effective communication is paramount. You'll be liaising with clients externally and collaborating with our internal team. Timely and clear communication is the backbone of our success.

If you're ready to be part of a collaborative and growth-oriented environment, embrace continuous improvement, and contribute to the success of both our clients and our team, we invite you to apply for the Staff Accountant position.

Additional Information

Kaizen CPAs + Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.