Business Advisor (EA, CPA Preferred)

Are you dedicated to creating remarkable client experiences and guiding small business owners through the intricacies of financial management? Do you thrive on building meaningful connections, inspiring confidence, and being a catalyst for small business growth? Join our dynamic Tax Advisory team at 1-800Accountant , where, in this role, you will leverage your experience in small business bookkeeping and tax preparation to provide quality advisory services while you build relationships with entrepreneurial small business owners. What makes us different: 1-800Accountant is not your typical accounting firm. We pride ourselves on fostering the best work/life balance in the industry, offering unparalleled opportunities for internal growth, and embracing innovation. Our team enjoys flexibility, competitive compensation, and access to cutting-edge technology within a fully remote work environment for candidates in the following states: AL, AZ, CT, FL, GA, HI, IA, ID, IN, MD, MN, NJ, NY, NC, OR, PA, TN, TX, UT, WA. 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. .

What you’ll bring to the team:

• 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:

• Eligibility: Benefits begin the 1st of the month after 60 days of employment.
• Company-Paid Benefits: Basic Life Insurance and Long-Term Disability.
• Optional Benefits: 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.
• 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.

Compensation: $60,000-70,000/year Computer Requirements:

• PROCESSOR
• Windows: Intel Core i5 (6th gen+) OR AMD Ryzen (5th gen+)
• Mac: Apple M1 or newer OR Intel Core i5 (6th gen+)
• MEMORY (RAM)
• Minimum 8 GB
• HARD DRIVE TYPE

-Must be SSD (Solid State Drive) - HDD not supported

• STORAGE
• At least 128 GB capacity with 1 GB available space
• OPERATING SYSTEM
• Windows: Windows 10 (22H2, 64-bit) OR Windows 11 (22H2/23H2/24H2) Mac: macOS Ventura (13+), Sonoma (14+), or Sequoia (15+)

Join us in redefining accounting services and empowering small businesses to thrive. Together, we’ll ensure every client experiences the unparalleled service and success that define “The 1-800Accountant Way.” #TaxAdvisory1 Apply tot his job Apply To this Job