Accountant Business Advisor (Account Manager)
Accountant Business Advisor (Account Manager)
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Salary Not Disclosed
1 Vacancy
Job Description
Are you ready to break free from the traditional accounting firm experience Were not your typical firmwere Kaizen! If youre a driven positive leader who thrives on helping small business owners achieve their goals we want to talk to you.
As an Account Manager youll play a crucial role in managing client relationships leading tax compliance efforts and driving business developmentall while keeping our fast-paced ever-improving environment buzzing with energy and innovation. Youll work closely with both clients and internal teams ensuring we deliver top-notch service while staying ahead of industry trends. If youre an expert at managing multiple priorities building strong relationships and maintaining a positive solutions-oriented mindset this is your next career move!
What Youll 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 practices development by cultivating strong client relationships.
- Continuous Improvement: Drive improvements in processes collaborate on firm goals and embrace change to ensure were always at the forefront of the industry.
Qualifications :
What Were Looking For:
- Experienced Leader: 5 years in public accounting with a strong focus on tax including managing client relationships and leading teams.
- 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.
- Certification: CPA or EA certification required with a strong commitment to obtaining it promptly if not already obtained.
- Tech-Savvy: Proficient in software programs including Outlook Excel Word QuickBooks Qount and tax-related tools.
Additional Information :
Heres a peek at whats 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 its a match well 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 Years Day 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.
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.
Remote Work :
Yes
Employment Type :
Full-time
Employment Type
Remote
Company Industry
Key Skills
- Business Intelligence
- Sales Experience
- Compliance Management
- Risk Management
- Cold Calling
- Lean Six Sigma
- Upselling
- Business Management
- Regulatory Reporting
- SAP Supply Chain Management
- Economic Development
- Product Development
