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1-800Accountant · 2 months ago

Small Business Tax Advisor

United States

Full-time

Remote

Mid Level

$60K/yr - $70K/yr

3+ years exp

1-800Accountant is dedicated to creating remarkable client experiences and guiding small business owners through financial management. In this role, you will provide quality advisory services, leveraging your experience in small business bookkeeping and tax preparation while building relationships with entrepreneurial small business owners.

AccountingBookkeeping and PayrollFinancial ServicesProfessional ServicesSoftware

Growth Opportunities

No H1B

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 and tax 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

Qualification

Small business tax returnsAccounting softwareTax preparation softwareEACPABookkeeping knowledgeClient communicationFinancial strategyCross-functional collaboration

Required

A minimum of three years delivering Accounting and Tax Preparation services for small businesses

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

Well versed in bookkeeping and payroll knowledge

Bachelor's degree in Accounting or related field

Preparing small business tax return: 2 years (Required)