Staff Tax Accountant (Assistant Manager)

Company Description

Kaizen CPAs Advisors is an established and growing CPA firm, servicing individuals and business since 1964. Though our offices are located in northeastern Illinois and southeastern Wisconsin, many of our clients extend south into the Chicago metropolitan area, further north in Wisconsin, and across the United States. By working for Kaizen CPAs Advisors., you’ll find a positive and supportive team of professionals ready to encourage and celebrate your achievements and successes, whether personal or professional.

Job Description

Though the work is predominately tax, this position is ideal for the individual looking to get broad exposure to payroll, bookkeeping, compilations, and reviews. The Staff Tax Accountant, under the direct supervision of the Account Manager, prepares personal, partnership, and corporate tax returns. In addition, the Assistant Manager manages client relationships and engagements, researches tax compliance matters, reviews financial statements, prepares tax projections, and assists in responding to various taxing authorities. A successful Assistant Manager excels in an environment of continuous improvement; researching, applying, and sharing information at a fast pace. As the link between Bookkeepers and Managers, the Assistant Manager identifies areas for enhancement that will bring value to the client. To do this, it is essential to understand the Bookkeeper position, as well as the Manager position. Not only does the Assistant Manager work with Bookkeepers and Managers, they also work with members from payroll, financial services, and IT. Building a good rapport with clients and co-workers is essential; leading presentations on varied subjects is a requirement. Assistant Managers gain proficiency in a number of software programs, e.g., Microsoft Excel, Word, and Teams, as well as a suite of tax programs. Time pressures, due to various tasks and deadlines, must be managed efficiently to be successful in achieving firm goals. Integrity, honesty, dependability, enthusiasm, positivity, resilience, organization, time management, and professionalism are demonstrated daily in this position. In addition to the above, advancement to Manager is available for those that reveal a strong combination of superior technical skills, superior soft skills, confidence, the ability to command respect from clients and co-workers, the aptitude to advise a diverse client base, and holding true to the firm’s vision and values. 

Qualifications

• CPA or EA certification preferred; desire to earn credentials if not already obtained required
• Bachelor degree in Accounting, Finance, or related field
• 1-3 years experience preferred, but not required to apply  
• Proficient with Microsoft Office Products (Word, Excel, MS Teams, Outlook) 
• Excellent oral and written communication skills 
• Proven ability to handle multiple projects simultaneously 
• Must be technically savvy with the ability to adapt to ever changing technologies and learn functionality of new equipment and systems 
• Work independently in the absence of supervision 
• Establish and maintain effective working relationships with coworkers and clients 

Additional Information

This position is available at any one of our five US locations:

• South Barrington, IL
• Arlington Heights, IL
• Lake Zurich, IL
• Antioch, IL
• Kenosha, WI 

Remote and hybrid opportunities may also be available. 

Kaizen CPAs Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.