Staff Accountant (QuickBooks)

At Kaizen CPAs + Advisors, we help businesses navigate financial complexities and achieve their goals. With decades of experience, we understand the challenges businesses face and provide practical, forward-thinking guidance to help them succeed.

Our work is shaped by four core values: own it, be an ideal team player, make a positive impact, and embrace a growth mindset. These principles guide how we support our clients and foster a collaborative, supportive workplace.

At Kaizen and Your Payroll Department (YPD), you’ll join a collaborative team that values growth, supports your development, and turns challenges into opportunities. Here, your work makes a real difference—for clients, the team, and your career.

Are you someone who thrives on challenges, enjoys working with numbers, and finds excitement in helping businesses succeed? If so, we may have the perfect opportunity for you! 

As a Staff Accountant, you will play a pivotal role in supporting small business clients, preparing financial statements, managing multiple client accounts, and providing assistance with payroll and accounting software. Working closely with an account manager, you'll help shape the financial success of our clients while embracing our culture of continuous improvement. 
 

Responsibilities:

Financial Statement Preparation: 

• Prepare monthly, quarterly, and annual prepared financial statements for small business clients. 

Client Management: 

• Manage multiple clients, assisting with accounting, payroll, and basic software issues. 
• Establish and maintain strong client relationships through professional communication. 

Customer Service Excellence: 

• Provide exceptional customer service with a focus on timely follow-through. 
• Meet weekly and monthly reporting deadlines and goals. 

Practice Management: 

• Maintain accurate practice management reports and handle sensitive business matters confidentially. 

Collaboration: 

• Work collaboratively across departments, including IT, payroll processing, tax preparation, and consulting. 

Continuous Improvement: 

• Identify inefficiencies and recommend process improvements to management. 
• Attend training sessions to enhance skills and share knowledge with the team. 

Technology and Research: 

• Stay updated on new accounting techniques and technologies, applying them to client work. 

Goal Achievement and Firm Culture: 

• Actively participate in achieving individual, departmental, and firm goals. 
• Embrace and support the firm’s vision and core values. 

Experience and Qualifications 

• Education: Associate’s degree in accounting, finance, or a related field is preferred but not required. 
• Experience: 1-3 years of bookkeeping, accounting, or related experience preferred, but enthusiastic learners are welcome to apply. 
• QuickBooks: Strong proficiency with QuickBooks (preferably QuickBooks Online). Certifications are a plus or must be obtained. 
• Technology: Proficiency in Microsoft Office (Word, Excel, Teams, Outlook) and adaptability to new technologies. 
• Communication: Excellent written and verbal communication skills. 

Compensation: Depending on experience, starting at $24/hour with a commission incentive when commission exceeds the hourly rate.

Benefits: The following benefit programs are subject to change or revocation at any time, with or without notice, at the sole discretion of the Firm.  

• Medical Insurance 
• Dental Insurance 
• Vision Insurance 
• STD/LTD/Life Insurance 
• Retirement/401K 
• Cafeteria/Section 125 Plan 
• Paid Vacation 
• Paid Personal Time (PTO) 
• Paid Holidays 

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 aspects of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leave of absence, compensation, and training.