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
Family-friendly accounting pros since 1964 with multiple locations in Illinois and Wisconsin.
Advisory and accounting services to help you grow your business.
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