Accountant Business Advisor

Mid-levelManager
🇺🇸 United States
Accountant
Finance

Are you a talented accountant with a flair for business strategy? Do you have a passion for helping businesses grow and thrive? If so, we invite you to explore an exciting career opportunity as an Accountant Business Advisor.

Key Responsibilities:

  • Tax Compliance: Prepare and review personal, corporate, and partnership tax returns to ensure accuracy and compliance with all relevant regulations.
  • Client Management: Act as the main point of contact and trusted advisor for clients, managing client relationships and engagements effectively.
  • Tax Advisory: Research and address complex tax compliance matters to provide expert guidance and solutions to clients.
  • Financial Analysis: Review financial statements to offer strategic insights and identify potential areas of improvement for clients.
  • Financial Planning: Develop and review tax projections to help clients plan for their financial future and make informed decisions.
  • Collaboration: Collaborate with payroll, financial services, and IT teams to comprehensively meet client needs and deliver holistic solutions.
  • Presentations: Lead internal and external presentations on diverse financial and business subjects, showcasing your expertise.
  • Team Leadership: Work closely with Assistant Managers, Junior Managers, and Staff Accountants to coordinate engagement activities effectively.
  • Time Management: Ensure timely and efficient management of time pressures and deadlines to achieve firm goals.
  • Professionalism: Uphold the company's vision and values while maintaining professionalism and enthusiasm in all interactions.

Requirements

  • CPA or EA certification required, with a strong commitment to obtaining it promptly if not already obtained.
  • 4-6 years of proven expertise in tax preparation, compliance, and advisory services.
  • Proficient in various software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related software.
  • Strong organizational skills, capable of managing multiple tasks and priorities efficiently.
  • Excellent communication and interpersonal skills, fostering positive client and team relationships.
  • Demonstrated integrity, honesty, and dependability in all professional endeavors.
  • Resilience and enthusiasm to excel in a fast-paced, ever-evolving environment.
  • Exceptional time management skills to consistently meet deadlines effectively.
  • Confident presentation abilities, capable of leading discussions on financial topics.
  • Adept at collaborating with cross-functional teams to address diverse client needs.

 

Kaizen CPAs + Advisors

Kaizen CPAs + Advisors

Family-friendly accounting pros since 1964 with multiple locations in Illinois and Wisconsin.

LinkedIn

Advisory and accounting services to help you grow your business.

🏭Accounting
🎂1964
73
1.3K

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