What are the responsibilities and job description for the Staff Tax Accountant (Manager in Training) position at Kaizen CPAs + Advisors?
Company Description
Kaizen CPAs Advisors is an established and growing CPA firm, servicing individuals and business since 1964. Though our offices are located in northeastern Illinois and southeastern Wisconsin, many of our clients extend south into the Chicago metropolitan area, further north in Wisconsin, and across the United States. By working for Kaizen CPAs Advisors., you’ll find a positive and supportive team of professionals ready to encourage and celebrate your achievements and successes, whether personal or professional.
Job Description
If you are a recent graduate or have prior experience in public accounting, this may be a great opportunity for you. Though the work is predominately tax, this position is ideal for the individual looking to get broad exposure to payroll, bookkeeping, compilations and reviews. The Staff Tax Accountant, also known as the Assitant Manager (Manager in Training), under the direct supervision of the Account Manager, prepares personal, partnership, and corporate tax returns. In addition, the Assistant Manager manages client relationships and engagements, researches tax compliance matters, reviews financial statements, prepares tax projections, and assists in responding to various taxing authorities. A successful Assistant Manager excels in an environment of continuous improvement; researching, applying, and sharing information at a fast pace. As the link between Bookkeepers and Managers, the Assistant Manager identifies areas for enhancement that will bring value to the client. To do this, it is essential to understand the Bookkeeper position, as well as the Manager position. Not only does the Assistant Manager work with Bookkeepers and Managers, they also work with members from payroll, financial services, and IT. Building a good rapport with clients and co-workers is essential; leading presentations on varied subjects is a requirement. Assistant Managers gain proficiency in a number of software programs, e.g., Microsoft Excel, Word, and Teams, as well as a suite of tax programs. Time pressures, due to various tasks and deadlines, must be managed efficiently in order to be successful in achieving firm goals. Integrity, honesty, dependability, enthusiasm, positivity, resilience, organization, time management, and professionalism are demonstrated daily in this position. In addition to the above, advancement to Manager is available for those that reveal a strong combination of superior technical skills, superior soft skills, confidence, the ability to command respect from clients and co-workers, the aptitude to advise a diverse client base, and holding true to the firm’s vision and values.
Qualifications
- Bachelors degree in Accounting, Finance, or related field.
- CPA certification or candidate for CPA certification; EA also acceptable - if not already obtained candidate must have the desire to obtain
- 1-3 years experience – preferred, but not required
- Proficient with QuickBooks Online
- Proficient with Microsoft Office products
- Desire for further advancement to Account Manager
Additional Information
This position is available in all five of our locations:
- Antioch, IL
- Lake Zurich, IL
- South Barrington, IL
- Arlington Heights, IL
- Kenosha, WI
Possible remote/hybrid opportunities are available for the right candidate!
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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.