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 Business Advisory team at 1-800Accountant , where, in this exempt 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 .

As a Tax Advisor, you will play a critical role in fulfilling our mission to empower small business owners and entrepreneurs on their journey from inception to long-term success. More than just preparing tax returns, you’ll serve as a strategic partner—delivering proactive, high-quality tax guidance tailored to each client’s unique financial goals. In this role, you’ll collaborate closely with cross-functional teams across accounting, advisory, and customer support to ensure our clients receive exceptional service and comprehensive solutions at every stage of their business growth. You’ll make a meaningful impact by helping small business clients thrive through expert guidance and personalized support. With a client-first mindset, you’ll build trusted relationships and deliver peace of mind through consistent, high-quality service.

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.

• 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.

• Other duties as assigned

What you’ll bring to the team:

• A minimum of three years delivering Accounting and/or Tax Preparation services for small businesses. EA, CPA or other Accounting credentials strongly preferred.
• A Bachelors Degree in Accounting or related field
• A proven ability to successfully communicate with clients (both written and verbally, confidently discussing financial matters in ways that resonate 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 2253, 2290, etc.) account reconciliations, etc.

Additional position details:

• Standard Operating Hours: 9:30-6:30pm EST
• Equipment: The company does not provide equipment for this role. However, we utilize Venn, a secure technology solution that creates a protected workspace on your personal device. This allows you to safely use your own computer for work, ensuring company data remains secure while keeping your personal information completely private and separate.
• Employment Type: Full-time, Exempt

Compensation: 60,000 -70,000 per year

Join the Team That’s Revolutionizing Small Business Accounting

1-800Accountant is not your typical accounting firm. We pride ourselves on fostering work/life balance, 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, ID, IN, IA, MD, MN, NJ, NY, NC, OR, PA, TN, TX, UT, WA.

At 1-800Accountant, our mission is to make professional tax and accounting services accessible and affordable for small business owners across the nation. We believe every entrepreneur deserves expert financial support—without the traditional high costs. Through innovative technology and personalized service, we’re redefining how accounting is done in the digital age.

Our vision is to empower small businesses to thrive by giving them the tools, guidance, and confidence to take control of their finances. We’re proud to be a trusted partner to thousands of clients, helping them achieve financial clarity and success.

We value integrity, innovation, collaboration, and customer-centric service. If you're passionate about making a real impact, working with a forward-thinking team, and helping small businesses succeed, 1-800Accountant is the place for you.

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.”

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.

Diversity

1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.

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