Business Advisor

1-800

Accountant is seeking a client-focused and highly motivated Business Tax Advisor to serve as the primary point of contact for our small business clientele. This is an exciting opportunity to leverage your tax expertise in a consultative, remote environment while supporting small business owners in achieving full tax compliance and financial clarity.

The Business Tax Advisor role is client-facing and centered on advisory and compliance, but requires a cross-functional approach to client service.

• Tax Compliance Guidance:
  Serve as the main point of contact for a portfolio of 500+ small business clients (LLCs, Sole Proprietors, etc.), providing proactive advice to ensure ongoing tax compliance.
• Virtual Meetings:
  Regularly communicate with clients via phone and video (Google Meet) to provide personalized guidance and build strong professional relationships. Comfort and professionalism on camera are essential.
• Client Management:
  Utilize the proprietary 1-800
  
  Accountant portal to manage client information, schedule appointments, and document all client interactions and advice.

• Tax Compliance Guidance:
  Serve as the main point of contact for a portfolio of 500+ small business clients (LLCs, Sole Proprietors, etc.), providing proactive advice to ensure ongoing tax compliance.
• Virtual Meetings:
  Regularly communicate with clients via phone and video (Google Meet) to provide personalized guidance and build strong professional relationships. Comfort and professionalism on camera are essential.
• Client Management:
  Utilize the proprietary 1-800
  
  Accountant portal to manage client information, schedule appointments, and document all client interactions and advice.

• Tax Preparation:
  Assist in the preparation and review of various tax returns for small businesses and individuals.
• Service Integration:
  Collaborate with internal Bookkeeping and Payroll departments to ensure clients receive comprehensive and coordinated financial services.
• Operational Support:
  Be prepared to take on tasks or projects outside of standard advisory duties to support team objectives and client needs.

• Work Location:
  
  Remote
• Remote Work:
  If you are a remote employee, you are only authorized to work from one of the approved states listed. Working while traveling to other states or countries is not permitted.
• Standard Operating
  
  Hours:
  
  12:00-9:00pm EST
• Orientation: 9:00-6:00pm EST
• Equipment:
  The company does not provide equipment for this role. However, we utilize Venn, a secure technology solution that creates a protected workspace on your personal device. This allows you to safely use your own computer for work, ensuring company data remains secure while keeping your personal information completely private and separate.

full-time exempt

• Active PTIN:
  Must possess and maintain an active Preparer Tax Identification Number (PTIN).
• Tax Expertise:
  Proven experience preparing both individual and small business tax returns, including but not limited to:
  Schedule C's, 1120s, 1120S’s, and 1065’s.
• Software Proficiency:
  Experience utilizing professional tax preparation software (specific software used will be discussed during the interview).
• Technical Aptitude:
  Demonstrated ability to quickly learn and master new software systems, including internal portals and communication tools (e.g., Google Workspace, Vonage).
• Remote Readiness:
  Proven history of successfully working in a remote environment with the ability to maintain focus, manage distractions, and stay engaged independently.

• Exceptional situational…