As you grow your business, finances become more and more complex. Whether you need guidance and guardrails to help you deal with rapid growth, or insight on how to make your business more profitable, our accounting services team can help you navigate that complexity and get where you want to be. Feel confident and well-equipped to run your business with peace of mind.

Industry: Accounting
Company Size: 51-200 employees

Kaizen CPAs + Advisors

Savvy Admin PROD

Kaizen CPAs + Advisors is a people-first accounting firm that helps small businesses gain clarity and confidence in their financial decisions. We focus on practical solutions, collaborative teamwork, and continuous improvement.

We're looking for a **Staff Accountant ** who enjoys working directly with clients, solving problems, and helping small businesses stay organized and financially informed.

What You'll Do

In this role, you'll support small business clients by maintaining accurate financial records and helping them understand their numbers.

**Responsibilities Include**

- Prepare monthly, quarterly, and annual financial statements

- Maintain and reconcile client books using QuickBooks Online

- Assist clients with accounting and payroll questions

- Work closely with an Account Manager to support multiple client accounts

- Identify opportunities to improve processes and efficiency

- Collaborate with internal payroll, tax, and technology teams

What Success Looks Like

**Successful Team Members In This Role Are**

- Organized and comfortable managing multiple clients

- Strong communicators who respond promptly and professionally

- Curious learners who enjoy improving systems and processes

- Team players who take ownership of their work

**Qualifications**

- Associate's degree in Accounting, Finance, or related field preferred

- 1–3 years of bookkeeping or accounting experience

- Experience with QuickBooks Online

- Comfortable with Microsoft Excel and modern cloud software

- Strong written and verbal communication skills

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-  Perks of Being Part of Our Team

**Compensation: ** Depending on experience, starting at $24.04/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 Holidays: New Year's Day, the first Friday after 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.~~

Employment is contingent upon the successful completion of a background check and credit check, consistent with applicable laws. Candidates must be willing and able to meet these requirements as a condition of employment.

Staff Accountant (Small Business Clients)

**Position Overview**

Kaizen is seeking a hands-on Systems Administrator to own the day-to-day operation, support, and continuous improvement of our IT environment.

This is a practical, operational role. The environment is already modern, stable, and largely cloud-based. What we need now is someone who enjoys maintaining it, refining it, and making steady incremental improvements over time.

You'll be responsible for keeping systems running smoothly, supporting users, and identifying opportunities to improve performance, security, and usability. You'll also help evaluate new tools and technologies, always with a focus on solving real problems, not adopting tools for their own sake.

**What You'll Be Doing**

**Day-to-Day IT Operations**

- Own and maintain core systems across Microsoft 365, Azure, and endpoint environments

- Monitor system health, performance, and security; respond to issues as needed

- Handle a mix of escalated support issues and direct end-user support

- Ensure systems are stable, secure, and well-documented

**Infrastructure & Systems Management**

- Administer Microsoft 365, Entra ID (Azure AD), Intune, and Azure-hosted resources

- Manage identity, access, device policies, and endpoint security

- Maintain hybrid AD environment supporting legacy applications

- Oversee patching, backups, and general system hygiene

**Security & Continuous Improvement**

- Maintain and improve security posture across endpoints, identity, and email systems

- Partner with external security tools/providers (Defender, Huntress, etc.)

- Identify and implement incremental improvements to systems and processes

- Evaluate emerging technologies (including AI) with a focus on practical use cases and business value

**Vendor & Environment Ownership**

- Manage relationships with vendors and service providers

- Help prioritize and execute IT initiatives in alignment with firm needs

- Contribute to near-term planning and improvement efforts

**What This Role Looks Like In Practice**

- You'll own IT operations, not just react to tickets

- You'll handle both support and systems work (this is not a siloed role)

- You'll be expected to make recommendations, but also execute

- You'll work directly with end users and firm leadership on a regular basis

- You'll spend time improving things that already work, not rebuilding from scratch

**Required**

**What We're Looking For**

- 4-8+ years of experience in systems administration or IT operations

- Strong experience with Microsoft 365, Azure/Entra ID, and endpoint management (Intune or similar)

- Solid understanding of networking, security fundamentals, and cloud-based infrastructure

- Comfortable troubleshooting across systems, users, and applications

- Ability to work independently and prioritize in a small-team environment

**Preferred**

- Experience in a professional services or CPA firm environment

- Familiarity with hybrid AD environments and legacy application support

- Experience managing vendors or service providers

- Scripting or automation experience (PowerShell or similar)

**Certifications (Preferred, Not Required)**

- Microsoft Certified: Azure Administrator Associate (AZ-104)

- Microsoft 365 Certified: Enterprise Administrator Expert or Endpoint Administrator Associate

- Microsoft Certified: Security, Compliance, and Identity Fundamentals (SC-900) or Security Operations Analyst (SC-200)

- CompTIA Security+

- Any relevant Intune / Endpoint Management or Defender-focused certifications

- Certifications are valued, but hands-on experience operating and supporting real-world environments is more important.

**Who Will Thrive In This Role**

- Someone who enjoys owning and improving an environment, not just building new ones

- A hands-on operator who is comfortable balancing support work with system-level responsibilities

- Someone who can be both process-oriented and pragmatic when needed

- A person who can confidently push back or ask questions when something doesn't make sense

- Someone who values steady, incremental improvement over large, theoretical initiatives

**Who This Role Is Not For**

- Someone looking for a purely strategic or executive IT leadership role

- Someone who prefers highly structured, large-team environments

- Someone who wants to focus only on projects or only on support

**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.~~

Employment is contingent upon the successful completion of a background check and credit check, consistent with applicable laws. Candidates must be willing and able to meet these requirements as a condition of employment.

Systems Administrator

**Company Description **

Kaizen CPAs + Advisors specializes in helping business owners achieve clarity and confidence in their financial operations through reliable systems, consistent processes, and actionable insights. We primarily serve established service-based businesses, including auto repair shops and restaurants, that value accuracy and dependable partnerships. With a focus on strong communication, we deliver timely financial reports, on-schedule tax filings, and industry-specific guidance. True to our name, which means "change for the better," we strive for continuous improvement in our services and client relationships.

**Position Overview **

Kaizen is seeking a hands-on Systems Administrator to own the day-to-day operation, support, and continuous improvement of our IT environment.

This is a practical, operational role. The environment is already modern, stable, and largely cloud-based. What we need now is someone who enjoys maintaining it, refining it, and making steady incremental improvements over time.

You'll be responsible for keeping systems running smoothly, supporting users, and identifying opportunities to improve performance, security, and usability. You'll also help evaluate new tools and technologies, always with a focus on solving real problems, not adopting tools for their own sake.

**What You'll Be Doing **

**Day-to-Day IT Operations **

- Own and maintain core systems across Microsoft 365, Azure, and endpoint environments

- Monitor system health, performance, and security; respond to issues as needed

- Handle a mix of escalated support issues and direct end-user support

- Ensure systems are stable, secure, and well-documented

**Infrastructure & Systems Management **

- Administer Microsoft 365, Entra ID (Azure AD), Intune, and Azure-hosted resources

- Manage identity, access, device policies, and endpoint security

- Maintain hybrid AD environment supporting legacy applications

- Oversee patching, backups, and general system hygiene

**Security & Continuous Improvement **

- Maintain and improve security posture across endpoints, identity, and email systems

- Partner with external security tools/providers (Defender, Huntress, etc.)

- Identify and implement incremental improvements to systems and processes

- Evaluate emerging technologies (including AI) with a focus on practical use cases and business value

**Vendor & Environment Ownership **

- Manage relationships with vendors and service providers

- Help prioritize and execute IT initiatives in alignment with firm needs

- Contribute to near-term planning and improvement efforts

**What This Role Looks Like in Practice **

- You'll own IT operations, not just react to tickets

- You'll handle both support and systems work (this is not a siloed role)

- You'll be expected to make recommendations, but also execute

- You'll work directly with end users and firm leadership on a regular basis

- You'll spend time improving things that already work, not rebuilding from scratch

**What We're Looking For **

**Required **

- 4-8+ years of experience in systems administration or IT operations

- Strong experience with Microsoft 365, Azure/Entra ID, and endpoint management (Intune or similar)

- Solid understanding of networking, security fundamentals, and cloud-based infrastructure

- Comfortable troubleshooting across systems, users, and applications

- Ability to work independently and prioritize in a small-team environment

**Preferred **

- Experience in a professional services or CPA firm environment

- Familiarity with hybrid AD environments and legacy application support

- Experience managing vendors or service providers

- Scripting or automation experience (PowerShell or similar)

**Certifications (Preferred, Not Required) **

- Microsoft Certified: Azure Administrator Associate (AZ-104)

- Microsoft 365 Certified: Enterprise Administrator Expert ~~or ~~ Endpoint Administrator Associate

- Microsoft Certified: Security, Compliance, and Identity Fundamentals (SC-900) ~~or ~~ Security Operations Analyst (SC-200)

- CompTIA Security+

- Any relevant Intune / Endpoint Management or Defender-focused certifications

- Certifications are valued, but hands-on experience operating and supporting real-world environments is more important.

**Who Will Thrive in This Role **

- Someone who enjoys owning and improving an environment, not just building new ones

- A hands-on operator who is comfortable balancing support work with system-level responsibilities

- Someone who can be both process-oriented and pragmatic when needed

- A person who can confidently push back or ask questions when something doesn't make sense

- Someone who values steady, incremental improvement over large, theoretical initiatives

**Who This Role Is Not For **

- Someone looking for a purely strategic or executive IT leadership role

- Someone who prefers highly structured, large-team environments

- Someone who wants to focus only on projects or only on support

**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. ~~

Employment is contingent upon the successful completion of a background check and credit check, consistent with applicable laws. Candidates must be willing and able to meet these requirements as a condition of employment.

**Company Description**

**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 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.~~

Employment is contingent upon the successful completion of a background check and credit check, consistent with applicable laws. Candidates must be willing and able to meet these requirements as a condition of employment.

Staff Accountant (QuickBooks)

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