Staff Accountant (QuickBooks)

Company Description

At Kaizen CPAs + Advisors & Your Payroll Department (YPD), 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 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 someone who thrives on challenges, enjoys working with numbers, and finds excitement in helping businesses succeed, we may have the perfect opportunity for you! 

As a Staff Accountant, you will play a pivotal role in supporting small business clients, preparing financial statements, managing multiple client accounts, and providing assistance with payroll and accounting software. Working closely with an account manager, you'll help shape the financial success of our clients while embracing our culture of continuous improvement. 

What You’ll Do

• Deliver Financial Clarity: Prepare monthly, quarterly, and annual financial statements for small business clients, giving them the insights they need to succeed.
• Own the Client Experience: Manage a portfolio of clients, providing support with accounting, payroll, and basic software questions—all while building strong, professional relationships.
• Customer Service Excellence: Deliver exceptional service with a focus on timely responses and dependable follow-through to keep things moving forward.
• Practice Management: Maintain accurate practice management reports and handle sensitive business matters confidentially. 
• Collaborate Across the Firm: Work closely with teams in IT, payroll, tax, and consulting to provide seamless support and well-rounded service.
• Continuous Improvement: Spot opportunities for efficiency, recommend improvements, and contribute to the firm's continuous improvement culture. 
• Grow with Us: Stay up to date with evolving accounting practices and technology, participate in trainings, and share your learning with the team.
• Be a Culture Contributor: Actively support firm-wide goals and embody our vision and core values in everything you do.

Qualifications

What We’re Looking For

• Education: Associate’s degree in Accounting, Finance, or a related field preferred—but not required if you bring the skills and drive.
• Experience: 1–3 years in bookkeeping, accounting, or a related role is a plus, but we welcome enthusiastic learners ready to grow.
• QuickBooks Skills: Strong proficiency in QuickBooks (especially QuickBooks Online). Certification is a bonus—or something you’re willing to pursue.
• Tech-Savvy: Confident using Microsoft Office (Word, Excel, Teams, Outlook) and quick to learn new tools and systems.
• Excellent Communicator: Clear, professional written and verbal communication is a must—especially when working with clients and teammates.

Additional Information

Here’s a peek at what’s ahead as we get to know each other:

✨ Please note: Progression through each step of the interview process is based on fit and qualifications and is not guaranteed for all applicants. We kindly ask that you do not contact us directly regarding your application, as doing so may result in disqualification.

📄 Apply: Submit your resume for review.

📞 Phone Screen: If we think there might be a great fit based on your resume, a brief call with HR will be scheduled to learn more about you and share details about the role.

🤝 First Panel Interview: Meet with the hiring team to discuss your experience, skills, and alignment with our core values.

📝 Assessments & References: Complete relevant assessments and provide professional references to help us get a full picture of your potential.

💬 Second Panel Interview: A deeper conversation with the team to explore fit, expectations, and next steps.

🎉 Offer: If it’s a match, we’ll extend an offer and begin onboarding!

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Perks of Being Part of Our Team ✨💼

Benefits: We offer a competitive benefits package designed to support your health, well-being, and work-life balance. Benefits may include:

• 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, The first Friday following April 15th, Memorial Day, Independence Day, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Eve (if it falls during the work week), and Christmas Day

Note: Benefits are subject to change or revocation at the sole discretion of the Firm.

Equal Opportunity Employer: Kaizen CPAs + Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, free from discrimination and harassment. We prohibit discrimination based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including recruitment, hiring, promotion, termination, leave of absence, compensation, and training.