Business Advisor

This is a fully remote position, open to applicants in Alabama, +17 more states.

📋 Description

• Act as the main point of contact for a portfolio exceeding 500 small business clients, including LLCs and sole proprietors.

• Offer proactive tax compliance guidance to guarantee ongoing adherence to regulations.

• Maintain regular communication with clients through phone and video meetings via Google Meet.

• Deliver personalized assistance and foster professional relationships with clients.

• Oversee client information management, appointment scheduling, and documentation of client interactions and advice in the proprietary 1-800Accountant portal.

• Aid in the preparation and review of tax returns for both small businesses and individuals.

• Collaborate with the Bookkeeping and Payroll departments to deliver synchronized financial services.

• Take on additional responsibilities and projects to support team goals and client requirements.

• Handle challenging client interactions with professionalism and empathy.

• Research tax or accounting inquiries beyond immediate expertise.

⛳️ Requirements

• Active Preparer Tax Identification Number (PTIN), which must be continuously maintained.

• Demonstrated experience in preparing tax returns for individuals and small businesses.

• Familiarity with Schedule C, 1120, 1120S, and 1065 tax returns.

• Experience with professional tax preparation software.

• Capability to swiftly learn and adeptly navigate new software systems, including internal portals and communication tools such as Google Workspace and Vonage.

• Proven track record of successfully operating in a remote work environment.

• Ability to maintain focus, manage distractions, and remain engaged independently.

• Exceptional situational judgment.

• Competence in managing challenging client interactions with professionalism and empathy.

• Proactive approach to problem-solving regarding tax or accounting inquiries.

• Ability to identify suitable research resources.

• Collaborative mindset and willingness to assist teammates and other departments.

• Availability during PST business hours, e.g., 9:00 AM–6:00 PM PST / 12:00 PM–9:00 PM EST.

• Capability to work a minimum of 55 hours per week during peak tax season.

• Must reside in one of the approved states; working while traveling to other states or countries is not allowed.

• Candidates are required to provide their own computer; the company utilizes Venn to create a secure workspace on personal devices.

🏝️ Benefits

• Flexible accommodations for professional development (CPA/EA courses) or personal needs (childcare) may be available after the first month of employment.

• Basic Life Insurance and Long-Term Disability coverage.

• Optional medical, dental, vision, and disability insurance options available through United Healthcare.

• Short-Term Disability coverage.

• Critical Illness Insurance.

• Accident Insurance.

• Flexible/Dependent Care Spending options.

• Health Savings Accounts.

• Pet Insurance.

• 401K plan with company match and vesting schedule, available after 6 months of employment.

• Paid time off (PTO).

• Paid sick time.

• Bereavement leave.

• Paid company holidays.

• Work/life balance.

• Opportunities for internal advancement.

• Flexible, fully remote working environment.

• Access to cutting-edge technology.