1-800Accountant · 3 months ago
Tax Advisor (EA, CPA Required)
United States
Full-time
Remote
Mid Level
$60K/yr - $70K/yr
3+ years exp1-800Accountant is a dynamic company focused on providing exceptional client experiences in financial management. In this role, you will leverage your expertise in bookkeeping and tax preparation to guide small business owners, fostering meaningful relationships and delivering quality advisory services.
AccountingBookkeeping and PayrollFinancial ServicesProfessional ServicesSoftware
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 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. Meet with clients via Google Meet while on camera to provide professional, engaging, and relationship-driven advisory sessions
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
Required
A minimum of three years delivering Accounting and/or Tax Preparation services for small businesses
EA, CPA required
A proven ability to successfully communicate with clients (both written and verbally, confidently discussing financial matters in ways that resonate with Clients
Comfort and professionalism speaking on camera and using virtual meeting tools such as Google Meet to interact 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 2553, 2290, etc.) account reconciliations, etc
Experience with S corp, C corp, and partnership returns
Well versed in bookkeeping and payroll knowledge
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
1-800Accountant is a tax and accounting firm making small business & personal accounting easy & mobile with its accounting platform.
201-500 employees
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 StageLeadership Team
Brendon Pack
Chief Executive Officer
Ryan Teeples
Fintech CTO
Recent News
Analyst’s corner
2025-11-07
Small Business Trends
2025-10-27
Company data provided by crunchbase