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Tax Advisor (EA, CPA Preferred)

1-800Accountant

Town of Texas (WI)

Remote

USD 60,000 - 70,000

Full time

Today
Be an early applicant

Job summary

A leading accounting firm is seeking an experienced professional to join their Tax Advisory team. This role involves providing accounting and tax preparation services, along with fostering relationships with small business owners. Ideal candidates will possess strong communication skills and have experience with accounting software. This position offers a competitive salary range of $60,000 to $70,000 annually, with remote work options available for various states.

Benefits

Basic Life Insurance
Long-Term Disability
Optional Medical, Dental, and Vision Insurance
401K with company match
Paid Time Off

Qualifications

  • Minimum of three years delivering Accounting and/or Tax Preparation services for small businesses.
  • Ability to communicate confidently about financial matters.
  • Proven ability to complete small business accounting tasks.

Responsibilities

  • Foster client engagement and build lasting connections.
  • Apply accounting expertise to ensure accuracy and compliance.
  • Communicate proactively with clients to deliver personalized experiences.
  • Collaborate with colleagues to ensure effective client financial management.

Skills

Client Engagement
Accounting and Tax Preparation experience
Communication skills
Experience with accounting software
S corp, C corp, partnership returns
Bookkeeping and payroll knowledge

Education

EA, CPA or other accounting credentials

Tools

Quickbooks
Xero
Freshbooks
Lacerte
CCH
Job description

Career Opportunities with 1-800Accountant

A great place to work.

Current job opportunities are posted here as they become available.

Are you dedicated to creating remarkable client experiences and guiding small business owners through the intricacies of financial management? Do you thrive on building meaningful connections, inspiring confidence, and being a catalyst for small business growth? Join our dynamic Tax Advisory team at 1-800Accountant , where, in this role, you will leverage your experience in small business bookkeeping and tax preparation to provide quality advisory services while you build relationships with entrepreneurial small business owners.

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.

Responsibilities

Foster Client Engagement Build lasting connections with small business owners, providing empathetic and expert guidance throughout their financial journey.

Small Business Growth and Insights: Apply accounting expertise to ensure accuracy, compliance, and alignment with long-term client goals. Craft and implement financial strategies that optimize clients’ success and minimize tax liabilities.

Driving Client Confidence through Ongoing Communication: Proactively communicate with a book of clients both digitally and in one-on-one meetings, delivering personalized experience in each interaction.

Cross-Functional collaboration: Work hand in hand with Bookkeepers, Tax Preparers and Payroll Specialists to ensure Client’s financial management system is working seamlessly for Clients while displaying extreme ownership for Client outcomes. .

What you’ll bring to the team
  • A minimum of three years delivering Accounting and/or Tax Preparation services for small businesses.
  • EA, CPA or other Accounting credentials strongly preferred.
  • A proven ability to successfully communicate with clients (both written and verbally, confidently discussing financial matters in ways that resonate with Clients.
  • Experience using Accounting (Quickbooks, Xero, Freshbooks, etc.) and/or tax preparation software (Lacerte, CCH, etc.) to service multiple clients.
  • Proven ability to complete small business accounting and tax preparation work tasks such as completing IRS forms (i.e. Form 2253, 2290, etc.) account reconciliations, etc.
  • Experience with S corp, C corp, and partnership returns
  • Well versed in bookkeeping and payroll knowledge
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.

Compensation

$60,000-70,000/year

Join us in redefining accounting services and empowering small businesses to thrive. Together, we’ll ensure every client experiences the unparalleled service and success that define “The 1-800Accountant Way.”

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