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1-800Accountant · 1 month ago

Small Business Advisor

United States

Full-time

Remote

Mid Level

$60K/yr - $70K/yr

1-800Accountant is seeking a client-focused and highly motivated Business Tax Advisor to serve as the primary point of contact for small business clients. This role involves providing tax compliance guidance, conducting virtual meetings, and collaborating with internal departments to support clients' financial needs.

AccountingBookkeeping and PayrollFinancial ServicesProfessional ServicesSoftware

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Nicole Varghese, M.A.

Responsibilities

Tax Compliance Guidance: Serve as the main point of contact for a portfolio of 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 1-800Accountant 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

Qualification

Active PTINTax ExpertiseTax Preparation SoftwareTechnical AptitudeRemote ReadinessSituational JudgmentProactive Problem-SolvingCross-Collaborative Mindset

Required

Must possess and maintain an active Preparer Tax Identification Number (PTIN)

Proven experience preparing both individual and small business tax returns, including but not limited to: Schedule C's, 1120s, 1120S's, and 1065's

Experience utilizing professional tax preparation software (specific software used will be discussed during the interview)

Demonstrated ability to quickly learn and master new software systems, including internal portals and communication tools (e.g., Google Workspace, Vonage)

Proven history of successfully working in a remote environment with the ability to maintain focus, manage distractions, and stay engaged independently

Preferred

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

Benefits

Basic Life Insurance and Long-Term Disability.

Various medical, dental, vision, and disability insurance options through United Healthcare, as well as 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.

Company

1-800Accountant

Glassdoor4.0

1-800Accountant is a tax and accounting firm making small business & personal accounting easy & mobile with its accounting platform.

Founded in 1999

New York, New York, USA

201-500 employees

https://1800accountant.com/

H1B Sponsorship

1-800Accountant has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2024 (2)

2022 (3)

2021 (1)