Business Tax Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead calls with clients

• Present tax returns and strategies to clients

• Prepare precise tax returns for LLCs and S Corporations

• Ensure adherence to applicable tax laws and regulations

• Gather, organize, and enter financial data into tax software

• Assist in the onboarding process for new clients

• Collaborate with the bookkeeping team to guarantee accurate financial reporting and efficient tax preparation

• Provide comprehensive tax preparation and strategy services

• Offer financial insights to support women-owned businesses

⛳️ Requirements

• Extensive experience with ProConnect

• Significant experience with QuickBooks Online

• Proficient in Microsoft Word and the Microsoft Suite

• Over 3 years of experience in tax preparation

• Experience in preparing tax returns for LLCs and S Corporations

• Experience in client-facing roles

• Bachelor's degree in Accounting, Business Administration, or a related field is required

• Availability for 5 days a week during core hours (9–5 EST)

• Flexibility during quieter periods

• Detail-oriented, calm, and adaptable

• Ability to thrive in a virtual work setting

🏝️ Benefits

• Completely virtual work setting

• Year-round service providing a stable work environment

• Healthy work-life balance

• Supportive and innovative team

• Opportunities for continuous learning

• Career advancement potential

• Employee autonomy

• Resources and support for professional development

• 5-day work schedule during core hours with flexibility during slower periods