Accountant Business Advisor - United States - Kaizen CPAs + Advisors

    Kaizen CPAs + Advisors
    Kaizen CPAs + Advisors United States

    17 hours ago

    Description
    Company Description
    Who is Kaizen?
    At Kaizen CPAs + Advisors, we're a people-first firm dedicated to helping businesses overcome financial challenges and achieve their goals. With decades of experience, we focus on practical, forward-thinking solutions that put people at the heart of everything we do.
    Our work is guided by four core values:
    • Own It: Take pride in solving problems and delivering results.
    • Be an Ideal Team Player: Collaboration and support are key to our success.
    • Make a Positive Impact: We're committed to making a difference for our clients, team, and community.
    • Embrace a Growth Mindset: Constant learning and evolving helps us grow-together.
    At Kaizen and Your Payroll Department (YPD), we prioritize the growth and well-being of our people. You'll join a supportive team where challenges are turned into opportunities, and where your work truly makes a difference for our clients, the team, and your career. Join us and experience a people-first culture that values your success and development
    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:
    • 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.
    Qualifications
    What We're Looking For:
    • 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.
    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

    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    •
    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:
    • 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
    Note: Benefits are subject to change or revocation at the sole discretion of the Firm.
  • Work in company

    Business Transformation Advisor

    Only for registered members

    What are we looking for? · The Business Transformation Advisor is a senior, client-facing advisor who leverages deep TPA industry expertise and advanced VBA platform knowledge to guide client configuration strategy and solution design. This role ensures each client's implementati ...

    United States

    1 week ago

  • Work in company

    Business Advisor, Small Business Training Program

    Only for registered members

    Wayne State University is searching for an experienced Business Advisor, Small Business Training Program at its Detroit campus location. · Wayne State is a premier, public, urban research university located in the heart of Detroit, Michigan where students from all backgrounds are ...

    United States

    1 week ago

  • Work in company

    Junior Business Development Advisor

    Only for registered members

    We're hiring junior business development advisors to identify and engage new business opportunities, assist with financial planning, and support client strategies. · ...

    United States

    3 weeks ago

  • Work in company

    Business Systems Analyst Advisor

    Only for registered members

    We are seeking an experienced Business Systems Analyst Advisor to gather, manage, and prioritize the collection, documentation, analysis, reporting, communication, and strategy of all system requirements. · ...

    United States

    2 weeks ago

  • Work in company

    Solution Advisor- Business Network

    Only for registered members

    · We help the world run better · At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. The work is challenging – ...

    United States

    1 week ago

  • Work in company

    Business Advisor for GrowthForce, an affiliated G

    Only for registered members

    · Overview · GrowthForce delivers the financial clarity, accuracy, and strategic insight growing organizations need to thrive through our outsourced accounting solutions. A proven team-based service model – pairing each client with a dedicated controller, senior accountant, and ...

    United States $75,000 - $85,000 (USD) per year

    1 week ago

  • Work in company

    Business Unit Risk Advisor Leader

    Only for registered members

    +The Business Unit Risk Advisor Leader I leads risk activities across a functional segment and serves as a subject matter expert responsible for effectively and proactively identifying, mitigating, and managing risks within the Chief Technology Office – Hosting and Production Ser ...

    United States

    1 month ago

  • · We help the world run better · At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. The work is challenging – ...

    United States

    6 days ago

  • Wayne State University is searching for an experienced Academic Advisor I, Hessler Student Success Center, Mike Ilitch School of Business at its Detroit campus location. · Wayne State is a premier, public, urban research university located in the heart of Detroit, Michigan where ...

    United States

    1 week ago

  • Wayne State University is searching for an experienced Academic Advisor I, Hessler Student Success Center, Mike Ilitch School of Business at its Detroit campus location. · Wayne State is a premier, public, urban research university located in the heart of Detroit, Michigan where ...

    United States

    1 week ago

  • Work in company

    Associate Financial Advisor

    Only for registered members

    The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Baird Qualified Team to assist in their ability to offer sophisticated wealth management solutions. · ...

    Northern Full time

    1 month ago

  • Work in company

    Sr Product Owner

    Only for registered members

    Thrivent is enhancing the digital experience for our financial advisors and seeking a Senior Product Owner to join the growing Thrivent Advisor Network technology team. · As a Senior Product Owner you will play a critical role in translating strategic product direction into actio ...

    United States $132,814 - $179,690 (USD) Full time

    1 month ago

  • Work in company

    Senior Wealth Advisor

    Only for registered members

    3B+ Independent Wealth Advisory Platform · Overview · Dynamic, fast-growing 8B+ Wealth Advisory Platform is seeking Wealth Advisors to join the firm's platform and continue to grow their practices independent advisors. · Client-first and Advisor first culture with a platform in ...

    United States $90,000 - $220,000 (USD) per year

    1 week ago

  • Work in company Remote job

    Independent Travel Agent

    Only for registered members

    Independent Travel Advisor — Join SAVA Travel · Independent Travel Advisor — Join SAVA Travel AdvisorsAbout the Opportunity · Become an independent travel advisor with SAVA Travel , where you can build your own travel business while receiving mentorship, training, and admin suppo ...

    United States

    1 week ago

  • Work in company

    Service Advisor

    Only for registered members

    As a Service Advisor you will play a crucial role in maintaining our reputation for exceptional customer service and high-quality equipment care. · ...

    Pacific Full time

    1 month ago

  • Work in company

    Solutions Consultant

    Only for registered members

    Beyond has joined Qodea, Europe's largest dedicated Google Cloud partner to help businesses thrive in the next great wave of AI-driven change. Beyond is building a reputation as the Google Cloud partner that customers and Googlers trust to deliver. We're known for deep technical ...

    United States $80,000 - $130,000 (USD) per year Full time

    3 days ago

  • Work in company

    Senior Manager, Business Development, APP

    Only for registered members

    Description · At Cetera Financial Group, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providin ...

    United States

    1 week ago

  • Work in company

    Director, Analyst

    Only for registered members

    · As Director, Analyst & Advisor Relations at Foundever, you will take the lead in shaping and managing strategic relationships with influential industry analysts and advisors (including but not limited to Gartner, Everest Group, ISG, and Forrester). Your work will directly impa ...

    United States of America

    3 days ago

  • Work in company Remote job

    Senior Manager, Regional Growth Team

    Only for registered members

    Accountable for leading a Regional Growth Team and its delivery of results against sales goals and organic growth value line KPIs. · ...

    United States

    3 weeks ago

  • Work in company

    Channel Recruiting Leader

    Only for registered members

    Description · The Channel Recruiting Leader is responsible for driving advisor recruiting growth through strategic execution, people leadership, and performance accountability. This role leads the Channel Business Development team, partners closely with the Business Development V ...

    United States

    5 days ago

  • Work in company

    Onboarding & Training Specialist

    Only for registered members

    Independent Financial Group (IFG) is seeking an Onboarding & Training Specialist to support independent financial advisors through the onboarding and early affiliation process. This role partners closely with the Onboarding Manager to deliver structured training and ensure adviso ...

    United States $60,000 - $105,000 (USD) per year

    1 hour ago

Jobs