Accountant Business Advisor (Account Manager)
About The Position
Are you ready to break free from the traditional accounting firm experience? We’re not your typical firm—we’re Kaizen! If you’re a driven, positive leader who thrives on helping small business owners achieve their goals, we want to talk to you. As an Account Manager, you’ll play a crucial role in managing client relationships, leading tax compliance efforts, and driving business development—all while keeping our fast-paced, ever-improving environment buzzing with energy and innovation. You’ll work closely with both clients and internal teams, ensuring we deliver top-notch service while staying ahead of industry trends. If you’re an expert at managing multiple priorities, building strong relationships, and maintaining a positive, solutions-oriented mindset, this is your next career move!
Requirements
- Experienced Leader: 5+ years in public accounting with a strong focus on tax, including managing client relationships and leading teams.
- Strategic Thinker: Proficient in tax research, business consulting, and managing multiple priorities under tight deadlines.
- Relationship Builder: Strong interpersonal and communication skills with the ability to collaborate with clients, colleagues, and firm leadership.
- Innovative Problem Solver: Enthusiastic about continuous learning and applying new software, processes, and strategies to improve efficiency.
- Committed to Growth: A passion for mentoring others, maintaining professional development, and growing within the firm.
- Certification: CPA or EA certification required, with a strong commitment to obtaining it promptly if not already obtained.
- Tech-Savvy: Proficient in software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related tools.
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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
