Employee Perks:

• Paid Holidays – Enjoy designated time off to recharge and celebrate.

• Paid Time Off (PTO) – Flexible leave to balance work and personal needs.

• Recharge PTO – Additional time off to prioritize wellness and avoid burnout.

• Growth Opportunities – Access to career advancement paths within our innovative organization.

• EA Exam Study Resources & Support – Comprehensive tools and assistance to help you achieve Enrolled Agent certification.

• Personalized Professional Development Program – Tailored growth plans to enhance your skills and achieve your career goals.

About the Role:

Are you dedicated to creating remarkable client experiences and guiding small business owners through the intricacies of taxation? Do you thrive on building meaningful connections, inspiring confidence, and being a catalyst for small business growth? Join our dynamic team at 1-800Accountant, where we embody “The 1-800Accountant Way” — a forward-thinking, client-centric approach emphasizing proactive support, innovation, and a deep commitment to client success.

Success in your role will be measured by client retention, satisfaction, and revenue growth. Adherence to our core principles and a focus on guiding clients through every step of their financial journey will drive this.

What makes us different:

1-800Accountant is not your typical tax 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, AK, AZ, CT, FL, GA, HI, IN, IA, MD, MN, NJ, NY, NC, OR, PA, TN, TX, UT, WA.

On a day-to-day, you will:

Client Engagement:

• Build lasting connections with small business owners, providing empathetic and expert guidance throughout their financial journey.

• Conduct the Beneficial Ownership Information (BOI) and Entity Classification Election (ECE) with every client within their first 30 days to ensure a solid foundation for success.

• Collaborate with the Business Needs Analysis team (BNA) to refer clients within the first 90 days for opportunities to expand their service portfolio and address emerging business needs.

• Ensure clients renew at a high rate after their first year by delivering exceptional service, proactive support, and tailored strategies.

Collaborative Accounting Expertise:

• 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.

Empower Decision-Making:

• Provide comprehensive financial guidance, focusing on tax optimization strategies that drive small business growth.

• Guide clients in making informed decisions, contributing to their sustained success.

Small Business Growth and Insights:

• Identify and execute opportunities to offer additional products and services that enhance client outcomes.

• Deliver measurable improvements in client retention, satisfaction, and revenue growth.

Tech-Savvy Learning Agility:

• Leverage advanced tools, such as tax preparation software and client engagement platforms, to streamline processes and optimize strategies.

Communication and Process Improvement:

• Proactively communicate with clients through a variety of channels, ensuring a seamless and personalized experience.

• Contribute to process improvement initiatives that enhance efficiency and client outcomes.

What you’ll bring to the team:

• A passion for client success and a proven ability to thrive in client-facing roles.

• At least 2 years of experience preparing individual tax returns and 1 year of experience preparing small business tax returns, with a strong foundation in tax strategy.

• Strong communication skills, with the ability to simplify complex tax concepts.

• Proficiency in using technology to drive results and improve processes.

• Adaptability, coachability, and a commitment to continuous improvement.

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.”