Staff Accountant

Job Description

Staff Accountant | Kaizen CPAs + Advisors

The Tone:
This is a Staff Accountant role at Kaizen CPAs + Advisors. We are a people-first firm committed to helping businesses overcome financial challenges and achieve their goals. This role is vital for supporting small business clients, ensuring their financial records are accurate, and helping them understand their numbers. Your contributions will directly impact clients, the team, and the community, fostering a supportive environment for growth.

The TL;DR
• Role: Early Career
• Mission: To support small business clients by maintaining accurate financial records and helping them understand their numbers.
• Tech Stack: QuickBooks Online, Microsoft Excel, modern cloud software

What You’ll Actually Do
• Prepare: Produce monthly, quarterly, and annual financial statements for clients.
• Maintain: Reconcile and keep client books current using QuickBooks Online.
• Assist: Provide support to clients regarding their accounting and payroll questions.
• Improve: Identify and implement opportunities to enhance processes and efficiency within client accounts.
• Collaborate: Work with an Account Manager to support multiple clients, and coordinate with internal payroll, tax, and technology teams.

The Must-Haves
• Background: Early Career, with core domain knowledge in bookkeeping or accounting.
• Experience: 1–3 years of bookkeeping or accounting experience, including hands-on work with QuickBooks Online.
• Skills: Strong written and verbal communication skills, comfort with Microsoft Excel and modern cloud software, and the ability to manage multiple clients in an organized manner.
• Bonus: An Associate’s degree in Accounting, Finance, or a related field is preferred.