Donald Kaiser
CBIZ, Inc.
Jackson,NJ
1
Certification
30
years of professional experience
CPA leader with deep experience in audit, tax, and advisory services. Specializing in construction accounting. Known for strong client relationships, quality assurance, and team leadership. Trusted to guide complex engagements and deliver compliant, high-quality financial results. All job changes were due to mergers of the companies.
Work History
Managing Director / Shareholder
1 Year 11 Months- Audit and assurance managing director responsible for overseeing and signing audit reports, reviews and compilations
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Led client engagement strategies across accounting, tax, and advisory services to strengthen retention and satisfaction.
- Developed business opportunities through relationship management, proposal support, and targeted market outreach.
- Directed workflow priorities to improve service delivery, resource allocation, and operational consistency.
- Reviewed financial and advisory deliverables for quality, compliance, and alignment with engagement objectives.
Partner
1 Year 5 Months- Advised clients on audit, tax, and advisory matters using tailored strategic recommendations.
- Cultivated long-term client relationships through responsive communication and trusted counsel.
- Reviewed complex financial statements for accuracy, completeness, and regulatory alignment.
- Directed client engagements, ensuring compliance with firm standards and professional requirements.
- Led engagement teams, assigning work and reinforcing quality control procedures.
- Prepared accurate financial statements in compliance with GAAP and regulatory requirements.
- Led audit support activities, gathering documentation and resolving accounting discrepancies promptly.
- Reviewed complex transactions to ensure proper classification, documentation, and accounting treatment.
- Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
- Advised clients on tax planning strategies, helping them minimize liabilities while adhering to tax laws and regulations.
- Managed tax filings, deductions, and compliance reviews for individuals and business entities.
- Evaluated internal controls and recommended process improvements to strengthen reporting accuracy.
Partner
5 Years 7 Months- Identified practice opportunities and supported business development across target industries.
- Evaluated risk factors and resolved issues to protect client interests and engagement outcomes.
- Mentored managers and staff, strengthening technical knowledge and client service delivery.
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Directed engagement teams, reviewed workpapers, and strengthened quality control across reporting processes.
- Developed new business opportunities through networking, referrals, and strategic market outreach.
- Oversaw technical compliance matters, reducing risk and improving consistency in deliverables.
Partner
20 Years 3 Months- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Monitored partner performance and provided feedback on areas of improvement.
- Connected with industry professionals to build relationships and explore new opportunities.
- Networked with other professionals and organizations to expand contacts and opportunities.
- Leveraged technological tools for efficient case management, organization, and enhanced client communication.
- Streamlined internal processes, fostering improved efficiency and productivity within the firm.
- Prepared accurate financial statements in compliance with GAAP and regulatory requirements.
- Managed tax filings, deductions, and compliance reviews for individuals and business entities.
- Led audit support activities, gathering documentation and resolving accounting discrepancies promptly.
- Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
Education
Bachelor of Science - Accounting
Skills
Auditing expertise
GAAP
Tax preparation
Risk assessment
Revenue recognition
Cost accounting
Financial statement preparation
Tax advising
Quality assurance
Financial analysis
Tax strategy
Staff management
Team collaboration
Problem-solving
Critical thinking
Workflow management
Project oversight
Reliability
Leadership development
Stakeholder engagement
Adaptability and flexibility
Interpersonal skills
Problem-solving abilities
Financial statements
Affiliations
- American Institute of Certified Public Accountants
- New Jersey Society of CPAs
- Construction Financial Management Association
Certification
- CPA - Certified Public Accountant
Timeline
Managing Director / Shareholder
CBIZ, Inc.
11.2024 - 10.2026Read More
Partner
Marcum, LLP
06.2023 - 11.2024Read More
Partner
McCarthy & Company, CPAs
11.2017 - 06.2023Read More
Partner
Mazur, Krieghbaum and Higgins, CPA's
03.1997 - 06.2017Read More
William Paterson University of New Jersey
Bachelor of Science from Accounting
Read More