CPA Licensed Business Advisor

1-800Accountant Business Services; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A business services company is seeking an Advisor to provide expert guidance to small business owners throughout their financial journey. Candidates with a minimum of three years in accounting or tax preparation, preferably with EA or CPA credentials, are encouraged to apply. The role emphasizes proactive communication and expertise in crafting financial strategies for client success.

Qualifications

• Minimum three years of experience in Accounting and/or Tax Preparation services for small businesses.
• Experience using accounting and/or tax preparation software for multiple clients.
• Proven ability to complete small business accounting and tax tasks.

Responsibilities

• Build connections with small business owners to provide expert guidance.
• Ensure accuracy and compliance in financial strategies.
• Communicate proactively with clients for personalized experiences.

Skills

Accounting expertise

Client communication

Tax preparation

Education

EA, CPA or other Accounting credentials

Job description

A company is looking for an Advisor (EA, CPA Preferred).

Key Responsibilities

• Build lasting connections with small business owners, providing expert guidance throughout their financial journey
• Apply accounting expertise to ensure accuracy and compliance while crafting financial strategies that optimize client success
• Communicate proactively with clients to deliver personalized experiences and collaborate with team members to ensure seamless financial management

Required Qualifications

• A minimum of three years of experience in Accounting and/or Tax Preparation services for small businesses
• EA, CPA, or other Accounting credentials strongly preferred
• Experience using accounting and/or tax preparation software to service multiple clients
• Proven ability to complete small business accounting and tax preparation tasks, including IRS forms and account reconciliations