Business Advisor

1800accountant; United States; Remote; USD 60,000 - 70,000; Full time

Job summary

1-800Accountant is seeking a client-focused and highly motivated Business Tax Advisor to serve as the primary contact for our small business clientele in a fully remote environment. This role emphasizes advisory and compliance with cross-functional collaboration to deliver coordinated financial services.

You will manage a portfolio of 500+ clients, provide proactive tax guidance, and support tax preparation and review while collaborating with bookkeeping and payroll teams.

Qualifications

• Active PTIN must be maintained.
• Experience preparing individual and small business returns (e.g., Schedule C, 1120S, 1120, 1065).
• Proficiency with professional tax software; specifics discussed in interview.
• Ability to quickly learn new software and portals used for client work.
• Proven remote-work productivity and self-discipline.

Responsibilities

• Client advisory & communication for 500+ small business clients.
• Tax compliance guidance and proactive advice for clients.
• Conduct virtual meetings via phone/video to guide clients.
• Manage client data and document interactions in the portal.
• Collaborate with bookkeeping and payroll teams for integrated services.
• Support additional tasks to meet team objectives.

Skills

Active PTIN

Tax preparation experience

Tax software proficiency

Remote work readiness

Strong communication

Tools

Google Workspace

Internal portals

Vonage

Job description

We are small business experts on a mission, and we could use your help.

If you're ready to take the next big step in your career by helping thousands of small businesses grow, you've come to the right place

Work With Us:
Human Impact,
Powered by Innovation

At 1-800Accountant, we're not just doing accounting—we're empowering the entrepreneurs and small businesses that drive our economy. Our mission is to be the number one financial services provider for small business owners by giving them the tools and expertise they need to succeed.

We're a high-growth "scale-up," combining the energy of a startup with the stability of a mature business. This means our team is fast-paced, adaptable, and always evolving. Whether you work remotely, in-office, or in a hybrid setup, you'll be part of a collaborative team that delivers meaningful, client-focused support every day.

1-800Accountant is seeking a client-focused and highly motivated Business Tax Advisor to serve as the primary point of contact for our small business clientele. This is an exciting opportunity to leverage your tax expertise in a consultative, remote environment while supporting small business owners in achieving full tax compliance and financial clarity.

Key Responsibilities

The Business Tax Advisor role is client-facing and centered on advisory and compliance, but requires a cross-functional approach to client service.

Client Advisory & Communication (Approx. 80% of Time)

Tax Compliance Guidance: Serve as the main point of contact for a portfolio of 500+ small business clients (LLCs, Sole Proprietors, etc.), providing proactive advice to ensure ongoing tax compliance.

Virtual Meetings: Regularly communicate with clients via phone and video (Google Meet) to provide personalized guidance and build strong professional relationships. Comfort and professionalism on camera are essential.

Client Management: Utilize the proprietary 1-800Accountant portal to manage client information, schedule appointments, and document all client interactions and advice.

Tax and Cross-Functional Support

Tax Preparation: Assist in the preparation and review of various tax returns for small businesses and individuals.

Service Integration: Collaborate with internal Bookkeeping and Payroll departments to ensure clients receive comprehensive and coordinated financial services.

Operational Support: Be prepared to take on tasks or projects outside of standard advisory duties to support team objectives and client needs.

Work Location: Remote

Remote Work: If you are a remote employee, you are only authorized to work from one of the approved states listed. Working while traveling to other states or countries is not permitted.

Standard Operating Hours: 12:00-9:00pm EST

Orientation: 9:00-6:00pm EST

Equipment: The company does not provide equipment for this role. However, we utilize Venn, a secure technology solution that creates a protected workspace on your personal device. This allows you to safely use your own computer for work, ensuring company data remains secure while keeping your personal information completely private and separate.

Required Qualifications

Active PTIN: Must possess and maintain an active Preparer Tax Identification Number (PTIN).

Tax Expertise: Proven experience preparing both individual and small business tax returns, including but not limited to: Schedule C's, 1120s, 1120S’s, and 1065’s.

Software Proficiency: Experience utilizing professional tax preparation software (specific software used will be discussed during the interview).

Technical Aptitude: Demonstrated ability to quickly learn and master new software systems, including internal portals and communication tools (e.g., Google Workspace, Vonage).

Remote Readiness: Proven history of successfully working in a remote environment with the ability to maintain focus, manage distractions, and stay engaged independently.

What Makes You a Great Fit?

We are looking for candidates who can demonstrate:

Exceptional situational judgment and ability to manage difficult client interactions with professionalism and empathy.

A strong proactive approach to problem-solving, particularly when encountering tax or accounting questions outside of immediate knowledge (identifying appropriate research resources).

A cross-collaborative mindset and a willingness to quickly jump in and support teammates or other departments when business needs require it.

Compensation & Schedule

Compensation: Starting salary is $60,000. The final salary will range from $60,000 – $70,000 annually, commensurate with tax experience and demonstrated expertise.

Schedule: Full-time, Exempt position with a minimum requirement of 55 hours per week during the peak tax season.

Office Hours: Must be available to work PST business hours (e.g., 9:00 AM – 6:00 PM PST, which is 12:00 PM – 9:00 PM EST).

Flexibility: Flexible accommodations for professional development (CPA/EA courses) or personal needs (childcare) may be available after the first month of employment.

Eligibility: Benefits begin the 1st of the month after 60 days of employment.

Company-Paid Benefits: Basic Life Insurance and Long-Term Disability.

Optional Benefits: Various medical, dental, vision, and disability insurance options through United Healthcare, as well as Short-Term Disability, Critical Illness, Accident Insurance, Flexible/Dependent Care Spending, Health Savings Accounts, and Pet Insurance.

401K: Available after 6 months of employment with a company match and vesting schedule.

Paid Time Off (PTO): Varies for Non-Managers and Managers, along with paid sick time, bereavement leave, and paid company holidays.

What makes us different:

1-800Accountant is not your typical accounting firm. We pride ourselves on fostering the best work/life balance in the industry, offering unparalleled opportunities for internal growth, and embracing innovation. Our team enjoys flexibility, competitive compensation, and access to cutting-edge technology within a fully remote work environment for candidates in the following states: AL, AZ, CT, FL, GA, HI, IA, ID, IN, MD, MN, NJ, NY, NC, OR, PA, TN, TX, UT, WA.

Our Culture: Built on Connection & Purpose

Our culture is the engine of our success. We believe the best results come from a team that is connected to our shared vision and committed to our core values. We're looking for individuals who embody our values and are eager to make a direct impact. Does this sound like you?

Client Champion

You're driven by a passion to help small businesses succeed through expert guidance and empathy.

Innovative Thinker

You see AI and new tools as enablers, not threats, and you're always looking for a better way.

Flexible and Adaptable

You embrace change with a positive attitude, seeing new challenges as opportunities to learn and grow.

Lifelong Learner

You stay curious, adapt to change with energy, and are committed to growing your skills.

Take Ownership

You take pride in your work, think like an owner, and hold yourself accountable for quality results.

You believe that working across disciplines with respect and openness leads to the best results.

Join us and help redefine the future of accounting.

Hear From Our Team

"I started as a Sales Representative, was given the opportunity to grow into a Manager role, and now proudly serve as a Director. I'm grateful to be part of a company where career growth is real."

"People genuinely care about the clients and about each other. Even though we're a fully virtual company, you never feel disconnected. There's always someone willing to help"

"I'm grateful for the many opportunities, as well as for the recognition and appreciation shown for my accomplishments. It's inspiring to be part of a company that shares my passion for serving clients"

POD Manager

1-800Accountant is an equal opportunity employer and makes employment decisions based on merit. We prohibit unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.