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1-800Accountant · 1 day ago

Small Business Tax Advisor (Year Round)

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 our small business clientele. This role involves providing tax compliance guidance and advisory services to small business clients while collaborating with various internal departments to ensure comprehensive financial support.

AccountingBookkeeping and PayrollFinancial ServicesProfessional ServicesSoftware

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

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

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 PreparationTax ExpertiseSoftware ProficiencyTechnical AptitudeRemote ReadinessClient ManagementSituational JudgmentProactive Problem-SolvingCross-Collaborative Mindset

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

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

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

Pet Insurance

401K: Available after 6 months of employment with a company match and vesting schedule

Paid Time Off (PTO): 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)