Office Assistant

Established in 1964, we're not your run-of-the-mill accounting firm. We're a spirited, tightly-knit community that believes in rewriting the narrative of what a CPA firm can be. Our journey has been defined by unwavering dedication, both to our clients' success and the growth of our team members.

Experience the Kaizen Difference: At Kaizen, we're more than a ledger and a calculator – we're a catalyst for continuous improvement, collaboration, and celebration. We're not just coworkers; we're a family that thrives on your achievements. Your accomplishments here aren't just acknowledged; they're celebrated with genuine excitement. Our team is your foundation, supporting your personal and professional growth.

Unleash Your Potential: Imagine an environment where innovation harmonizes with tradition, and growth intertwines with stability. Here, your ideas aren't just welcomed; they're valued. Your talents aren't just recognized; they're nurtured. Join us in redefining success, where pushing boundaries is as thrilling as maintaining steadfast excellence.

Embrace Your Journey: Your adventure starts here, where innovation meets community and potential knows no bounds. Join Kaizen CPAs + Advisors to be part of a dynamic family that's rewriting the script on success – and we're just getting started. 🚀🎊

In the words of author Dale Carnegie, "Remember that a person's name is to that person the sweetest and most important sound in any language." As the face of the firm, it is imperative to remember our clients’ names and faces and to maintain a positive, pleasant, welcoming, and friendly demeanor, in person, as well as on the phone. The Office Assistant provides administrative support to others in the firm to ensure effective and efficient office operations. The key to success in this position is to anticipate the needs of others throughout the firm and the needs of our clients. Among other duties, you will maintain office supplies, receive and distribute communications, schedule necessary property maintenance, head many internal communications/announcements, and assume firm party planning. The Office Assistant will identify areas for enhancements that will bring efficiency to other members of the team and overall will provide value to the client. To do this, it is essential to understand the varied departments and positions throughout the firm. You will work with the owner, managers, assistant managers, bookkeepers and members of payroll, financial services, IT, marketing and sales. Building a good rapport with clients and co-workers is essential. You will gain proficiency in many software programs, including Outlook, Excel, Word, Access and a suite of tax programs. You must efficiently manage time pressures due to various tasks and deadlines in order to be successful in achieving firm goals. You will need to demonstrate integrity, honesty, dependability, enthusiasm, organization and professionalism daily in this position, as well as hold true to the firm’s vision and values.

• Flexibility and the ability to prioritize new tasks as they come in
• Excellent interpersonal communication
• Effective time management skills
• Prior customer service experience preferred 
• Must be tech savvy 
• Ability to maintain calendars and schedule appointments.
• Ability to understand and follow specific instructions and procedures.

Please know that due to the needs of this position remote work is not an available option. 

Elevate Your Experience with Our Benefits:

• Medical, Dental, & Vision insurance
• 401(k) with employer match
• Disability, Life, and AD&D insurances
• Flexible spending account
• Health Savings Account
• Health Reimbursment Account
• Paid vacation, holidays, and PTO
• Hybrid/Remote Work Flexibility
• Ongoing training & development
• Company-sponsored events & more!

Kaizen CPAs + Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.