- Client Leadership: Manage a book of 50+ clients, providing them with expert tax advice, quarterly planning, and ongoing business development.
- Team Collaboration: Lead and mentor a team of staff accountants and junior managers to ensure timely, accurate deliverables and seamless client service.
- Tax Expertise: Prepare, review, and finalize personal, corporate, and partnership tax returns while staying up to date with tax laws.
- Practice Growth: Identify new business opportunities, expand firm services, and contribute to our practice's development by cultivating strong client relationships.
- Continuous Improvement: Drive improvements in processes, collaborate on firm goals, and embrace change to ensure we're always at the forefront of the industry.
- Experienced Leader: 5+ years in public accounting with a strong focus on tax, including managing client relationships and leading teams.
- Certification: CPA or EA certification required , with a strong commitment to obtaining it promptly if not already obtained.
- Strategic Thinker: Proficient in tax research, business consulting, and managing multiple priorities under tight deadlines.
- Relationship Builder: Strong interpersonal and communication skills with the ability to collaborate with clients, colleagues, and firm leadership.
- Innovative Problem Solver: Enthusiastic about continuous learning and applying new software, processes, and strategies to improve efficiency.
- Committed to Growth: A passion for mentoring others, maintaining professional development, and growing within the firm.
- Tech-Savvy: Proficient in software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related tools.
- Medical, Dental, and Vision Insurance
- Short-Term & Long-Term Disability and Life Insurance
- Cafeteria/Section 125 Plan
- Retirement/401(k): Employer match with 100% vesting on day one of eligibility
- Paid Vacation: Starting at 2 weeks, available for use from day one
- Paid Personal Time (PTO): 32 hours available to use from day one
- Paid Holidays: New Year's Day, The First Friday after April 15th, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day
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Accountant Business Advisor Account Manager - Antioch - Kaizen CPAs + Advisors
Description
Job Description
Are you ready to break free from the traditional accounting firm experience? We're not your typical firm—we're Kaizen If you're a driven, positive leader who thrives on helping small business owners achieve their goals, we want to talk to you.
As an Account Manager , you'll play a crucial role in managing client relationships, leading tax compliance efforts, and driving business development—all while keeping our fast-paced, ever-improving environment buzzing with energy and innovation. You'll work closely with both clients and internal teams, ensuring we deliver top-notch service while staying ahead of industry trends. If you're an expert at managing multiple priorities, building strong relationships, and maintaining a positive, solutions-oriented mindset, this is your next career move
What You'll Do:
Qualifications:
Qualifications
What We're Looking For:
Additional Information
Here's a peek at what's ahead as we get to know each other:
Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application, as doing so may result in disqualification.
**** Apply: Submit your resume for review.
**** Phone Screen: If we think there might be a great fit based on your resume, a brief call with HR will be scheduled to learn more about you and share details about the role.
**** First Panel Interview: Meet with the hiring team to discuss your experience, skills, and alignment with our core values.
**** **Assessments & References: **Complete relevant assessments and provide professional references to help us get a full picture of your potential.
**** Second Panel Interview: A deeper conversation with the team to explore fit, expectations, and next steps.
**** Offer: If it's a match, we'll extend an offer and begin onboarding
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Perks of Being Part of Our Team
Compensation: Starting at $75k per year, based on experience, with the opportunity for commission incentives when earnings exceed annual compensation.
Benefits: We offer a competitive benefits package designed to support your health, well-being, and work-life balance. Benefits may include:
Note: Benefits are subject to change or revocation at the sole discretion of the Firm.
Equal Opportunity Employer: Kaizen CPAs + Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, free from discrimination and harassment. We prohibit discrimination based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including recruitment, hiring, promotion, termination, leave of absence, compensation, and training.
Compensation:
$75,000-$75,000 per year
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Junior Accounting Manager
Only for registered members Antioch
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Account Manager
Only for registered members New York City; San Francisco Bay
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Account Manager
Only for registered members New York, New York, United States; San Francisco, California, United States
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Account Manager
Only for registered members San Francisco / New York
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Account Manager,
Only for registered members New York, California, United States
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Account Manager
Only for registered members Pittsburg, CA
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National Enterprise Account Manager 3
Only for registered members Antioch, CA
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National Enterprise Account Manager 3
Only for registered members Antioch
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Strategic Account Manager
Only for registered members New York City; San Francisco Bay
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FinTech Account Manager
Only for registered members New York / San Francisco
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Enterprise Account Manager
Only for registered members San Francisco, CA; New York City
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Senior Accounting Manager
Only for registered members Berkeley, CA / New York City, New York
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Commercial Account Manager-Pest Control Sales
Only for registered members Antioch, CA
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Key Account Manager
Only for registered members Martinez
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Technical Account Manager
Only for registered members San Francisco / New York
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Key Account Manager
Only for registered members Martinez
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Commercial Account Manager-Pest Control Sales
Only for registered members Antioch, CA
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Account Manager
Only for registered members Brentwood
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Sales Account Manager
Only for registered members Newport, CA
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Sales Account Manager
Only for registered members Newport, CA
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Office and Accounting Manager
Only for registered members Pittsburg, CA