[Remote] Small Business Tax Advisor (Year Round)

Note: The job is a remote job and is open to candidates in USA. 1-800Accountant is seeking a client-focused and highly motivated Business Tax Advisor to serve as the primary point of contact for small business clientele. The role involves providing tax compliance guidance, managing client relationships, and assisting in tax preparation while collaborating with internal departments to deliver comprehensive financial services.

Responsibilities

• Serve as the main point of contact for a portfolio of several hundred small business clients (LLCs, Sole Proprietors, etc.), providing proactive advice to ensure ongoing tax compliance
• Regularly communicate with clients via phone and video (arenaflex Meet) to provide personalized guidance and build strong professional relationships. Comfort and professionalism on camera are essential
• Utilize the proprietary 1-800Accountant portal to manage client information, schedule appointments, and document all client interactions and advice
• Assist in the preparation and review of various tax returns for small businesses and individuals
• Collaborate with internal Bookkeeping and Payroll departments to ensure clients receive comprehensive and coordinated financial services
• Be prepared to take on tasks or projects outside of standard advisory duties to support team objectives and client needs Skills
• Active PTIN: Must possess and maintain an active Preparer Tax Identification Number (PTIN)
• Tax Expertise: Proven experience preparing both individual and small business tax returns, including but not limited to: Schedule C's, 1120s, 1120S's, and 1065's
• Software Proficiency: Experience utilizing professional tax preparation software (specific software used will be discussed during the interview)
• Technical Aptitude: Demonstrated ability to quickly learn and master new software systems, including internal portals and communication tools (e.g., arenaflex Workspace, Vonage)
• Remote Readiness: Proven history of successfully working in a remote environment with the ability to maintain focus, manage distractions, and stay engaged independently
• Exceptional situational judgment and ability to manage difficult client interactions with professionalism and empathy
• A strong proactive approach to problem-solving, particularly when encountering tax or accounting questions outside of immediate knowledge (identifying appropriate research resources)
• A cross-collaborative mindset and a willingness to quickly jump in and support teammates or other departments when business needs require it Benefits
• Basic Life Insurance and Long-Term Disability
• Various medical, dental, vision, and disability insurance options through United Healthcare
• Short-Term Disability
• Critical Illness
• Accident Insurance
• Flexible/Dependent Care Spending
• Health Savings Accounts
• 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 Company Overview
• 1-800Accountant is a tax and accounting firm making small business & personal accounting easy & mobile with its accounting platform. It was founded in 1999, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is Company H1B Sponsorship
• 1-800Accountant has a track record of offering H1B sponsorships, with 2 in 2025, 2 in 2024, 3 in 2022, 1 in 2021. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job

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