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Kaizen CPAs + Advisors · 16 hours ago

Accountant Business Advisor (Account Manager)

Antioch, IL

Full-time

Onsite

Mid, Senior Level

$75K/yr - $100K/yr

5+ years exp

Kaizen CPAs + Advisors is a people-first firm dedicated to helping businesses overcome financial challenges. The Account Manager will manage client relationships, lead tax compliance efforts, and drive business development while ensuring top-notch service and staying ahead of industry trends.

AccountingFinancial ServicesInformation Technology

Responsibilities

Client Leadership: Manage a book of 50+ clients, providing them with expert tax advice, quarterly planning, and ongoing business development

Team Collaboration: Lead and mentor a team of staff accountants and junior managers to ensure timely, accurate deliverables and seamless client service

Tax Expertise: Prepare, review, and finalize personal, corporate, and partnership tax returns while staying up to date with tax laws

Practice Growth: Identify new business opportunities, expand firm services, and contribute to our practice’s development by cultivating strong client relationships

Continuous Improvement: Drive improvements in processes, collaborate on firm goals, and embrace change to ensure we’re always at the forefront of the industry

Qualification

CPAEA certificationTax expertiseClient relationship managementBusiness consultingTax researchSoftware proficiencyTeam leadershipInterpersonal skillsCommunication skillsProblem-solvingMentoringContinuous learning

Required

5+ years in public accounting with a strong focus on tax, including managing client relationships and leading teams

Proficient in tax research, business consulting, and managing multiple priorities under tight deadlines

Strong interpersonal and communication skills with the ability to collaborate with clients, colleagues, and firm leadership

Enthusiastic about continuous learning and applying new software, processes, and strategies to improve efficiency

A passion for mentoring others, maintaining professional development, and growing within the firm

CPA or EA certification required, with a strong commitment to obtaining it promptly if not already obtained

Proficient in software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related tools

Benefits

Medical, Dental, and Vision Insurance

Short-Term & Long-Term Disability and Life Insurance

Cafeteria/Section 125 Plan

Retirement/401(k): Employer match with 100% vesting on day one of eligibility

Paid Vacation: Starting at 2 weeks, available for use from day one

Paid Personal Time (PTO): 32 hours available to use from day one

Paid Holidays: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day