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Kaizen CPAs + Advisors · 4 days ago

Onboarding Staff Accountant

Antioch, IL

Full-time

Onsite

New Grad, Entry Level

$28/hr - $28/hr

Kaizen CPAs + Advisors is a people-first firm dedicated to helping businesses overcome financial challenges. The Onboarding Staff Accountant will support new clients in transitioning to the Kaizen accounting system by cleaning up books, performing reconciliations, and preparing initial financial reports.

AccountingFinancial ServicesInformation Technology

Responsibilities

Clean up and standardize new clients’ QuickBooks Online files

Perform bank and credit card reconciliations, categorize transactions, and correct data inconsistencies

Prepare initial financial statements for onboarding review

Draft adjusting journal entries for accruals, depreciation, payroll entries, and reclassifications

Assist in connecting POS systems, payroll integrations, and other external software during onboarding

Maintain complete, well-documented workpapers for smooth client handoff

Request needed financial information from clients and follow up professionally and proactively

Update the Onboarding Manager on progress, challenges, and delays

Support training preparation by ensuring the client’s file is clean, organized, and ready for onboarding sessions

Collaborate with accounting, payroll, tax, and admin teams as needed

Complete onboarding tasks within the established 30–45 day timeframe

Maintain accurate to-do lists, timelines, and internal reports

Uphold Kaizen standards for accuracy, timeliness, and exceptional client experience

Contribute ideas to improve onboarding workflows and client processes

Qualification

QuickBooks Online proficiencyExperience in bookkeeping/accountingAccounting conceptsExcel skillsQBO ProAdvisor certificationCustomer service skillsMultitaskCommunicationProblem-solving abilityTeam player

Required

Experience in bookkeeping/accounting: reconciliations, journal entries, financial statements

QuickBooks Online proficiency; QBO ProAdvisor certification (or willingness to obtain quickly)

Understanding of basic accounting concepts (A/R, A/P, bank recs, payroll posting, revenue recognition, depreciation)

Strong Excel and Microsoft Office skills

Excellent communication and customer service

Ability to multitask, stay organized, and manage multiple onboarding projects

Problem-solving mindset with high attention to detail

Comfortable working independently and in a team setting

Positive attitude, adaptability, and willingness to embrace continuous learning

QuickBooks Online ProAdvisor certification (required or achieved shortly after hiring); Advanced certification preferred

Experience in bookkeeping, bank reconciliations, journal entries, payroll, and financial statement preparation

Strong customer service skills, communication, and problem-solving ability

Ability to manage multiple clients, tasks, and deadlines in a fast-paced environment

Proficiency with Microsoft Office, QBO, and willingness to learn new technologies

Team player motivated to work in a fast-paced environment

Preferred

Associate's or Bachelor's degree in Accounting or related field preferred

Advanced certification preferred

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