Business Advisor

Job Description:

• Serve as the primary point of contact for a portfolio of 500+ small business clients, including LLCs and sole proprietors
• Provide proactive tax compliance advice to ensure ongoing compliance
• Communicate with clients regularly by phone and video via Google Meet
• Provide personalized guidance and build professional client relationships
• Manage client information, schedule appointments, and document client interactions and advice in the proprietary 1-800Accountant portal
• Assist with preparation and review of tax returns for small businesses and individuals
• Collaborate with Bookkeeping and Payroll departments to provide coordinated financial services
• Take on additional tasks and projects to support team objectives and client needs
• Manage difficult client interactions professionally and empathetically
• Research tax or accounting questions outside immediate knowledge

Requirements:

• Active Preparer Tax Identification Number (PTIN), which must be maintained
• Proven experience preparing individual and small business tax returns
• Experience with Schedule C, 1120, 1120S, and 1065 returns
• Experience utilizing professional tax preparation software
• Ability to quickly learn and master new software systems, including internal portals and communication tools such as Google Workspace and Vonage
• Proven history of successfully working in a remote environment
• Ability to maintain focus, manage distractions, and stay engaged independently
• Exceptional situational judgment
• Ability to manage difficult client interactions with professionalism and empathy
• Proactive problem-solving approach for tax or accounting questions
• Ability to identify appropriate research resources
• Cross-collaborative mindset and willingness to support teammates and other departments
• Availability for PST business hours, e.g. 9:00 AM–6:00 PM PST / 12:00 PM–9:00 PM EST
• Ability to work a minimum of 55 hours per week during peak tax season
• Must work from one of the approved states; working while traveling to other states or countries is not permitted
• Candidate must provide their own computer; company uses Venn to create a protected workspace on the personal device

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
• Optional medical, dental, vision, and disability insurance options through United Healthcare
• Short-Term Disability
• Critical Illness Insurance
• Accident Insurance
• Flexible/Dependent Care Spending
• Health Savings Accounts
• Pet Insurance
• 401K 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 growth
• Flexible, fully remote work environment
• Access to cutting-edge technology