Accountant Business Advisor (Account Manager)

About this role

Who is Kaizen?

At Kaizen CPAs + Advisors, we're a people-first firm dedicated to helping businesses overcome financial challenges and achieve their goals. With decades of experience, we focus on practical, forward-thinking solutions that put people at the heart of everything we do.

Our work is guided by four core values:

• **Own It:** Take pride in solving problems and delivering results.
• **Be an Ideal Team Player:** Collaboration and support are key to our success.
• **Make a Positive Impact:** We're committed to making a difference for our clients, team, and community.
• **Embrace a Growth Mindset:** Constant learning and evolving helps us grow-together.

At Kaizen and Your Payroll Department (YPD), we prioritize the growth and well-being of our people. You'll join a supportive team where challenges are turned into opportunities, and where your work truly makes a difference for our clients, the team, and your career. Join us and experience a people-first culture that values your success and development!

Job Description

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!

What You'll Do:

• **Client Leadership:** Manage a book of 50+ clients, providing them with expert tax advice, quarterly planning, and ongoi...