Remote Tax Advisor for Small Businesses

1-800Accountant; United States; Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Company-Paid Benefits: Basic Life; LT;

401K with company match

PTO & holidays

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Active PTIN

Tax expertise

Tax software

Technical aptitude

Remote work readiness

Tools

Tax software tools

Job description

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