Business Tax 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. In this role, you will build lasting connections by dedicating time to engage with clients through phone calls and messages, offering guidance and reassurance. Many of our valued clients are small business owners, and your primary objective is to empathize with their unique needs.

• 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.

• 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.

We are looking for candidates who can demonstrate:

• Exceptional situational judgment and ability to manage difficult client interactions with professionalism and empathy.
• A strong proactive approach to problem-solving, particularly when encountering tax or accounting questions outside of immediate knowledge (identifying appropriate research resources).

cross-collaborative mindset and a willingness to quickly jump in and support teammates or other departments when business needs require it.

• Compensation: Starting salary is $60,000
  . The final salary will range from $60,000 – $70,000 annually, commensurate with tax experience and demonstrated expertise.
• Schedule: Full-time, Exempt position with a minimum requirement of 55 hours per week during the peak tax season.
• 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…