Kaizen CPAs + Advisors-posted about 5 hours ago
Full-time • Mid Level
Antioch, IL
11-50 employees

Our Accounting Project Manager (Onboarding Specialist) excels in a fast-paced environment in which there is continuous improvement. The APM understands the Kaizen accounting process, sets up new client’s QuickBooks Online file, works with Intuit to convert a QBD file to QBO or transitions an existing file under our structure. A successful APM trains the client under the Kaizen processes within QBO to ensure we deliver accurate financial statements quickly to clients. To do this, the APM must understand the client’s business environment and translate those activities into accounting by developing a client road map and Master Journal Entry Guide. The APM is expected to function independently of significant management oversight on a variety of projects. In this role, the APM must understand accounting concepts, including proper revenue recognition (tax basis), bank reconciliation, payroll accounting, basic accruals, depreciation (tax), A/R & A/P concepts and be able to use a variety of accounting software products. Responsibilities include the ability to prioritize workload, meet predetermined deadlines and assist with special projects as needed.

  • Sets up new client’s QuickBooks Online file
  • Works with Intuit to convert a QBD file to QBO or transitions an existing file under our structure
  • Trains the client under the Kaizen processes within QBO
  • Develops a client road map and Master Journal Entry Guide
  • Prioritize workload
  • Meet predetermined deadlines
  • Assist with special projects as needed
  • Hands-on experience in bookkeeping and accounting, including reconciliations, journal entries, and financial statement preparation
  • Strong proficiency in QuickBooks Online; Certified QBO ProAdvisor or willingness to obtain certification promptly
  • Solid understanding of core accounting concepts, including Accounts Receivable (A/R), Accounts Payable (A/P), bank reconciliations, payroll posting, revenue recognition, and depreciation
  • Advanced working knowledge of Microsoft Excel and strong proficiency across Microsoft Office applications
  • Excellent communication skills with a strong customer service mindset
  • Proven ability to multitask, stay organized, and manage multiple onboarding projects simultaneously
  • Detail-oriented problem solver with the ability to think critically and apply sound judgment
  • Comfortable working independently while collaborating effectively within a team environment
  • Positive, adaptable attitude with a commitment to continuous learning and improvement
  • Bachelor’s degree in Accounting, Finance, or a related field required
  • Certified QuickBooks Online ProAdvisor required; willingness to pursue advanced certification
  • Technologically savvy with the ability to quickly adapt to evolving systems, tools, and processes
  • Strong proficiency in Microsoft Office products, including Word, Excel, Teams, and Outlook
  • Prior experience in a fast-paced, client-facing or onboarding role preferred
  • Previous sales or consultative experience a plus
  • 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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