Tax Consultant (Year Round) jobs in United States
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1-800Accountant · 4 days ago

Tax Consultant (Year Round)

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

AccountingBookkeeping and PayrollFinancial ServicesProfessional ServicesSoftware
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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
Regularly communicate with clients via phone and video (Google Meet) to provide personalized guidance and build strong professional relationships
Utilize the proprietary 1-800Accountant portal to manage client information, schedule appointments, and document all client interactions and advice
Assist in the preparation and review of various tax returns for small businesses and individuals
Collaborate with internal Bookkeeping and Payroll departments to ensure clients receive comprehensive and coordinated financial services
Be prepared to take on tasks or projects outside of standard advisory duties to support team objectives and client needs

Qualification

Active PTINTax preparation experienceTax software proficiencyTechnical aptitudeRemote readinessClient communicationProblem-solvingCross-collaboration

Required

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
Experience: preparing small business tax return: 2 years (Required)

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

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid sick time
Paid time off
Vision insurance
Work from home

Company

1-800Accountant

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

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)

Funding

Current Stage
Growth Stage

Leadership Team

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Brendon Pack
Chief Executive Officer
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Ryan Teeples
Fintech CTO
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Company data provided by crunchbase