Business Tax Advisor

Bookkeeper.com; Indiana; Remote; USD 85,000 - 110,000; Full time

Benefits offered by this job

Flexible, virtual work schedules

9 paid holidays per year

15 days of paid time off each year

Competitive Pay

Reimbursement for required CPE hours

Job summary

Bookkeeper.com seeks a results-driven advisor/tax manager for our remote-friendly Indiana team. You will dive into client businesses, monitor health and growth, plan and execute advanced tax strategies, and prepare KPI-driven reports.

Hours are flexible as long as client commitments are met. During tax season you’ll handle complex returns, coach others, and spot planning opportunities to improve client outcomes.

Qualifications

• Unimpeachable character, sincere candor, and competitive greatness.
• Detail-oriented, proficient with technology, and a master of time management.
• Self-starter, independent worker, and team player.
• An outstanding communicator, both written and verbal.

Responsibilities

• Monitor client health and growth, meet with clients regularly to plan and execute detailed plans using advanced tax strategies.
• Prepare complex tax returns, review tax returns, and coach junior team members during tax season.
• Ensure high quality of work and look for tax planning opportunities outside of tax season.
• Work hours are flexible as long as client commitments are met.

Skills

Detail-oriented

Tech-savvy

Time management

Strong communicator

Education

CPA or EA

3+ years related experience

Job description

• Do you like seeing the big picture but also love making sure all the details are buttoned up?
• Would you like to work in an atmosphere where you have autonomy over your job?
• Do you crave flexible hours and great pay?
• Do you want to make a meaningful impact in the world of small business?

• Do you like seeing the big picture but also love making sure all the details are buttoned up?
• Would you like to work in an atmosphere where you have autonomy over your job?
• Do you crave flexible hours and great pay?
• Do you want to make a meaningful impact in the world of small business?

If you answered yes to these questions, come join the team at Bookkeeper.com!

Who We Are

Helping our clients thrive for more than 38 years, Bookkeeper.com is a tech-savvy, remote-work-friendly, modern firm looking for power performers to enhance our culture.

We work in a fast-paced, ever-changing world and strive for excellence in every encounter with our team and our clients.

We help make clients the heroes of their own stories.

About The Position

As a Business Advisor, you will be taking a deep dive into our clients’ businesses to monitor their health and growth. You will meet with clients regularly to help plan, prepare, and execute detailed plans using advanced tax strategies. You will track KPIs and provide useful reports and guidance to drive their businesses forward.

As a Tax Manager during tax season, you’ll prepare complex tax returns, review tax returns, and coach less experienced team members. You’ll ensure the high quality of work our clients expect from us. While reviewing returns, you will instinctually look for tax planning opportunities outside of tax season.

This position has autonomy and a great deal of trust. Your work hours are at your discretion, as long as work gets done within the required timeframe promised to our clients.

Who You Are

• Unimpeachable character, sincere candor, and competitive greatness
• Detail-oriented, proficient with technology, and a master of time management
• Self-starter, independent worker, and team player
• An outstanding communicator, both written and verbal

Education, Experience And Skills Required

• CPA or EA
• 3+ years of related experience

At Bookkeeper.com we pride ourselves on work-life balance and flexibility. Some benefits we offer include:

• Flexible, virtual work schedules
• 9 paid holidays per year
• 15 days of paid time off each year
• Competitive Pay
• Reimbursement for required CPE hours

We’re looking forward to meeting you!