Small 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.

Tax Compliance Guidance:
Serve as the main point of contact for a portfolio of several hundred 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).
• A cross-collaborative mindset and a willingness to quickly jump in and support teammates or other departments when business needs require it.

Compensation: 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.

Office

Hours:

Must be available to work PST business hours (e.g., 9:00 AM – 6:00 PM PST, which is 12:00 PM – 9:00 PM EST).

Eligibility:
Benefits begin the 1st of the month after 60 days of employment.

Basic Life Insurance and Long-Term Disability.

• Various medical, dental, vision, and disability insurance options through United Healthcare
• Short-Term Disability, Critical Illness, Accident Insurance
• Flexible/Dependent Care Spending, Health Savings Accounts, and Pet Insurance

Available after 6 months of employment with a company match and vesting schedule.

Varies for Non-Managers and Managers, along with paid sick time, bereavement leave, and paid company holidays.

1-800

Accountant 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…