Job Description

Tax Advisory Team Member

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.

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

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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