Business Advisor

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

Benefits offered by this job

Flexible work environment

401(k) with company match

Health, dental, and vision insurance options

Paid time off

Job summary

A leading accounting firm in the United States seeks a Tax Advisor to foster client engagement and provide expert financial guidance for small businesses. Candidates must have EA and CPA credentials, with at least three years of experience in accounting and tax preparation. This full-time role offers competitive compensation and a fully remote work environment, making it ideal for connecting with diverse clients.

Qualifications

• Minimum of three years delivering accounting and/or tax preparation services for small businesses.
• Proven ability to communicate financial matters clearly to clients.
• Experience with IRS forms, account reconciliations, bookkeeping, and payroll.

Responsibilities

• Foster client engagement and provide expert guidance.
• Ensure accuracy and compliance in financial strategies.
• Collaborate with team members to manage clients' financial systems.

Skills

Client communication

Accounting expertise

Tax preparation

Bookkeeping

Education

EA and CPA credentials

Tools

QuickBooks

Xero

FreshBooks

Lacerte

CCH

Job description

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 building 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 and build lasting connections with small business owners, providing empathetic and expert guidance throughout their financial journey.
• 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.
• Proactively communicate with a book of clients both digitally and in one‑on‑one meetings, delivering a personalized experience in each interaction.
• Collaborate cross‑functionally with bookkeepers, tax preparers, and payroll specialists to ensure clients’ financial management systems work seamlessly and display 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 and CPA credentials required.
• Proven ability to successfully communicate with clients (written and verbal) and discuss financial matters in ways that resonate with clients.
• Experience using accounting software (QuickBooks, Xero, FreshBooks, etc.) and tax preparation software (Lacerte, CCH, etc.) to service multiple clients.
• Ability to complete small business accounting and tax preparation tasks such as IRS forms, account reconciliations, etc.
• Experience with S corporation, C corporation, and partnership returns.
• Well‑versed in bookkeeping and payroll knowledge.

Benefits

• 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: Medical, dental, vision, disability insurance options through United Healthcare, short‑term disability, critical illness, accident insurance, flexible/dependent care spending, HSA, pet insurance.
• 401(k): Available after six months of employment with a company match and vesting schedule.
• Paid time off: Varies for non‑managers and managers, along with paid sick time, bereavement leave, and paid company holidays.

Compensation

USD 60,000–70,000 per year.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Strategy/Planning and Information Technology. Industries: Accounting.

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.”