Business Tax Advisor

1-800Accountant; Stati Uniti; Remoto; USD 60.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Company-Paid Benefits: Basic Life; LT;

401K with company match

PTO & holidays

Descrizione del lavoro

1-800Accountant seeks a client-focused Business Tax Advisor to serve as the primary contact for our small business clientele in a fully remote role. You will provide tax advisory and compliance services, meeting with clients via phone and Google Meet, and coordinate with bookkeeping and payroll teams to ensure comprehensive financial guidance.

Ideal candidates will have an active PTIN, strong tax preparation experience (Schedule C, 1120s, 1120S, 1065), and proficiency with professional tax

Competenze

• Active PTIN required.
• Proven experience preparing individual and small business tax returns (Schedule C, 1120s, 1120S, 1065).
• Experience using professional tax preparation software (specific software discussed during interview).
• Demonstrated ability to quickly learn and master new software systems (Google Workspace, internal portals, communications tools).
• History of working effectively in a remote environment.

Mansioni

• Act as the primary point of contact for a portfolio of 500+ small business clients (LLCs, sole proprietors, etc.) and provide proactive tax compliance guidance.
• Conduct virtual meetings via phone and Google Meet to offer personalized guidance and build client relationships.
• Collaborate with bookkeeping and payroll teams to deliver coordinated financial services.
• Assist in preparation and review of tax returns for small businesses and individuals.
• Take on additional cross-functional tasks to support team objectives and client needs.

Conoscenze

Active PTIN

Tax expertise

Tax software

Technical aptitude

Remote work readiness

Strumenti

Tax software tools

Descrizione del lavoro

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. In this role, you will build lasting connections by dedicating time to engage with clients through phone calls and messages, offering guidance and reassurance. Many of our valued clients are small business owners, and your primary objective is to empathize with their unique needs.

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.

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).

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.
• 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.