162 applicants

Company

1-800Accountant · 1 day ago

Tax Advisor

United States

Full-time

Remote

Entry, Mid Level

$60K/yr - $70K/yr

2+ years exp

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Responsibilities

Dedicate your time to building lasting connections with small business owners through phone calls and messages, providing empathetic guidance and reassurance throughout their financial journey.

Analyze client feedback and market trends to identify areas for improvement and implement initiatives to enhance client satisfaction and loyalty.

Collaborate with sales and marketing teams to develop targeted campaigns and initiatives to upsell additional services and expand client relationships.

You will be measured on how well you drive client retention and maximize revenue growth, focusing on increasing net revenue retention of refunds and renewals from your advisory clients.

Utilize accounting expertise to ensure accuracy and compliance in financial processes, including a deep understanding of tax strategy and accounting principles.

We're not just preparing returns but crafting financial strategies to ensure our client's long-term success and prosperity.

You will be measured on building and maintaining a portfolio of clients' subscriptions while advising small business and entrepreneurial tax matters.

Your expertise extends beyond mere compliance; you can leverage your skills to provide comprehensive financial guidance, strategic planning, and tailored solutions that optimize our clients' financial health and minimize their tax liabilities.

We guide clients in making informed decisions that contribute to the success of their small businesses. We offer year-round tax preparation guidance, tax audit support, and tax planning with a strong focus on tax optimization strategies.

Drive business growth, increase client retention, and identify opportunities to offer additional products and services.

Leverage advanced tax strategy knowledge and accounting insights to optimize financial strategies for clients, including tax-efficient entity structuring, credits, deductions, and incentives.

Grow your tax expertise by researching complex tax subjects, guiding clients through the accounting portal system, and staying up-to-date on the latest tax codes, mainly focusing on advanced tax planning techniques.

Effectively use spreadsheets, tax preparation, and bookkeeping software in day-to-day tasks, including advanced functionalities for tax strategy analysis and reporting.

Provide timely and professional communication with clients via a softphone/messaging system, ensuring a seamless client experience.

Collaborate cross-functionally to align task completion with your tax and accounting strategies and adapt to process and system changes.

Actively contribute to process improvement initiatives focusing on tax efficiency and compliance.

As Client Advisors, our strength lies in our ability to remain independent and flexible. This allows us to adapt swiftly to changing regulations, market dynamics, and client needs. This independence enables us to provide unbiased, tailored guidance that best serves our client's circumstances.

At the same time, our flexibility ensures that we can navigate complex tax landscapes with agility and precision, delivering optimal outcomes and peace of mind.

You adapt swiftly to evolving client needs and industry changes to deliver optimal solutions.

Qualification

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Client EngagementTax ExpertiseDegree in AccountingCPA CertificationEA LicenseTax Preparation SoftwareBookkeeping SoftwareCoachability

Required

2+ years of experience preparing individual tax returns

1+ years of experience preparing small business tax returns

Strong background in tax strategy and tax accounting principles

Strong verbal and written communication skills, including the ability to explain intricate tax concepts clearly and understandably

Comfortable working independently in a remote environment while actively collaborating with team members and clients

Proficiency in spreadsheets, tax preparation, and bookkeeping software, with advanced skills in leveraging technology for tax optimization and strategy analysis

Ability to adapt to process and system changes and stay up-to-date on the latest tax codes, mainly focusing on changes impacting tax strategy and planning

Willingness to receive feedback and learn from others to continuously improve performance and knowledge

Bachelor’s degree in Accounting or related field

EA License (Required)