Staff Accountant QuickBooks

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.

• 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.

• 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.
• Quick Books
  
  Skills:
  
  Strong proficiency in Quick Books (especially Quick Books 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.

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

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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!

Compensation: Depending on experience, starting at $24/hour with a commission incentive when commission exceeds the hourly rate.

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…