09.07.2023
Staff Tax Accountant (Assistant Manager)
Kaizen CPAs + Advisors
South Barrington, IL, US
ExcelWord
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Though the work is predominately tax, this position is ideal for the individual looking to get broad exposure to payroll, bookkeeping, compilations, and reviews. The Staff Tax Accountant, under the direct supervision of the Account Manager, prepares personal, partnership, and corporate tax returns. In addition, the Assistant Manager manages client relationships and engagements, researches tax compliance matters, reviews financial statements, prepares tax projections, and assists in responding to various taxing authorities. A successful Assistant Manager excels in an environment of continuous improvement; researching, applying, and sharing information at a fast pace. As the link between Bookkeepers and Managers, the Assistant Manager identifies areas for enhancement that will bring value to the client. To do this, it is essential to understand the Bookkeeper position, as well as the Manager position. Not only does the Assistant Manager work with Bookkeepers and Managers, they also work with members from payroll, financial services, and IT. Building a good rapport with clients and co-workers is essential; leading presentations on varied subjects is a requirement. Assistant Managers gain proficiency in a number of software programs, e.g., Microsoft Excel, Word, and Teams, as well as a suite of tax programs. Time pressures, due to various tasks and deadlines, must be managed efficiently to be successful in achieving firm goals. Integrity, honesty, dependability, enthusiasm, positivity, resilience, organization, time management, and professionalism are demonstrated daily in this position. In addition to the above, advancement to Manager is available for those that reveal a strong combination of superior technical skills, superior soft skills, confidence, the ability to command respect from clients and co-workers, the aptitude to advise a diverse client base, and holding true to the firm’s vision and values.
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