Kaizen CPAs + Advisors

• Manage a book of 50+ clients, providing expert tax advice and ongoing business development • Lead and mentor a team of staff accountants and junior managers • Prepare, review, and finalize personal, corporate, and partnership tax returns • Identify new business opportunities and contribute to practice development • Drive improvements in processes and collaborate on firm goals

• Prepare monthly, quarterly, and annual financial statements for small business clients, giving them the insights they need to succeed. • Manage a portfolio of clients, providing support with accounting, payroll, and basic software questions—all while building strong, professional relationships. • Deliver exceptional service with a focus on timely responses and dependable follow-through to keep things moving forward. • Maintain accurate practice management reports and handle sensitive business matters confidentially. • Work closely with teams in IT, payroll, tax, and consulting to provide seamless support and well-rounded service. • Spot opportunities for efficiency, recommend improvements, and contribute to the firm's continuous improvement culture. • Stay up to date with evolving accounting practices and technology, participate in trainings, and share your learning with the team. • Actively support firm-wide goals and embody our vision and core values in everything you do.

• Work directly with small business clients to guide them toward financial clarity and success. • Prepare personal, partnership, and corporate tax returns, ensuring accuracy and compliance. • Collaborate with clients on tax planning, projections, and inquiries—becoming their go-to expert. • Review financial statements and assist with reviews that drive client confidence. • Conduct research and support responses to federal and state tax authorities. • Serve as a key liaison between Staff Accountants and Managers, keeping workflows smooth and communication clear. • Share your knowledge through internal presentations and take advantage of continuous learning opportunities—with a clear path to becoming a Manager.

• Work directly with small business clients to guide them toward financial clarity and success. • Prepare personal, partnership, and corporate tax returns, ensuring accuracy and compliance. • Collaborate with clients on tax planning, projections, and inquiries—becoming their go-to expert. • Review financial statements and assist with reviews that drive client confidence. • Conduct research and support responses to federal and state tax authorities. • Serve as a key liaison between Staff Accountants and Managers, keeping workflows smooth and communication clear. • Share your knowledge through internal presentations and take advantage of continuous learning opportunities—with a clear path to becoming a Manager.