Advisor - 1-800Accountant

Are you dedicated to creating remarkable client experiences and guiding small business owners through the intricacies of taxation? If you enjoy building meaningful connections, inspiring confidence, and being a catalyst for small business growth, you will be the perfect fit for our dynamic team! Join us at 1-800Accountant, where you will forge meaningful connections with our clients, tailoring your expertise to meet their specific tax requirements and secure their financial prosperity for years to come, alongside driving strong client revenue retention. Success in your role will be measured by client retention, client satisfaction, and workforce performance metrics.

Location:

Open to fully remote 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.

EA/CPA candidates are encouraged to apply! If you are interested in getting your EA license, after 90 days you would qualify for the EA study materials and be reimbursed for the test if you pass all parts of the exam!

Compensation: 60-70K per year depending on experience

What makes us different:

1-800Accountant is not your typical Tax Accounting firm. We pride ourselves on creating a work environment that fosters the best work/life balance in the industry. At 1-800Accountant, we believe in growth from within, offering fantastic internal promotion opportunities. We are a tech-driven firm that values innovation and encourages new ideas. Our Tax Advisors enjoy the flexibility of remote work, and we have no plans to return to the office, provided you are not within 30 miles of our NY or FL offices. We offer year-round tax roles with a comprehensive benefits package, including medical, dental, vision, 401K match, Long Term Disability, and more.

On a day to day, you will:

Client Engagement:

• Dedicate your time to building lasting connections with small business owners through phone calls and messages, providing empathetic guidance and reassurance throughout their financial journey.

• Analyze client feedback and market trends to identify areas for improvement and implement initiatives to enhance client satisfaction and loyalty.

• Collaborate with sales and marketing teams to develop targeted campaigns and initiatives to upsell additional services and expand client relationships.

• You will be measured on how well you drive client retention and maximize revenue growth, focusing on increasing net revenue retention of refunds and renewals from your advisory clients.

Collaborative Accounting Expertise:

• Utilize accounting expertise to ensure accuracy and compliance in financial processes, including a deep understanding of tax strategy and accounting principles.

• We're not just preparing returns but crafting financial strategies to ensure our client's long-term success and prosperity.

• You will be measured on building and maintaining a portfolio of clients' subscriptions while advising small business and entrepreneurial tax matters.

Empower Decision-Making:

• Your expertise extends beyond mere compliance; you can leverage your skills to provide comprehensive financial guidance, strategic planning, and tailored solutions that optimize our clients' financial health and minimize their tax liabilities.

• We guide clients in making informed decisions that contribute to the success of their small businesses. We offer year-round tax preparation guidance, tax audit support, and tax planning with a strong focus on tax optimization strategies.

Small Business Growth and Accounting Insights:

• Drive business growth, increase client retention, and identify opportunities to offer additional products and services.

• Leverage advanced tax strategy knowledge and accounting insights to optimize financial strategies for clients, including tax-efficient entity structuring, credits, deductions, and incentives.

Tech-Savvy Learning Agility:

• Grow your tax expertise by researching complex tax subjects, guiding clients through the accounting portal system, and staying up-to-date on the latest tax codes, mainly focusing on advanced tax planning techniques.

• Effectively use spreadsheets, tax preparation, and bookkeeping software in day-to-day tasks, including advanced functionalities for tax strategy analysis and reporting.

Communication and Process Improvement:

• Provide timely and professional communication with clients via a softphone/messaging system, ensuring a seamless client experience.

• Collaborate cross-functionally to align task completion with your tax and accounting strategies and adapt to process and system changes.

• Actively contribute to process improvement initiatives focusing on tax efficiency and compliance.

Professional Flexibility:

• As Client Advisors, our strength lies in our ability to remain independent and flexible. This allows us to adapt swiftly to changing regulations, market dynamics, and client needs. This independence enables us to provide unbiased, tailored guidance that best serves our client's circumstances.

• At the same time, our flexibility ensures that we can navigate complex tax landscapes with agility and precision, delivering optimal outcomes and peace of mind.

• You adapt swiftly to evolving client needs and industry changes to deliver optimal solutions.

What you'll bring to the team:

• Social Butterfly meets Client-Focus: Demonstrating a highly outgoing personality coupled with a passion for people interactions, you have a proven ability to thrive in client-facing roles.

• Tax Expertise: 2+ years of experience preparing individual tax returns and 1+ years of experience preparing small business tax returns, with a strong background in tax strategy and tax accounting principles.

• Communication Skills: Strong verbal and written communication skills, including the ability to explain intricate tax concepts clearly and understandably.

• Independence: Comfortable working independently in a remote environment while actively collaborating with team members and clients.

• Technologically Proficient: Proficiency in spreadsheets, tax preparation, and bookkeeping software, with advanced skills in leveraging technology for tax optimization and strategy analysis.

• Adaptability: Ability to adapt to process and system changes and stay up-to-date on the latest tax codes, mainly focusing on changes impacting tax strategy and planning.

• Coachability: Willingness to receive feedback and learn from others to continuously improve performance and knowledge.

• Education: Bachelor’s degree in Accounting or related field.

It would be even better if you also had:

• Professional Certification: CPA or Enrolled Agent certification

Benefits:

• Medical, Dental, Vision, FSA, Dependent Care

• 401K with employer match

• Work with the country’s largest virtual accounting firm

• Work with cutting-edge technology

• Join an engaging community of like-minded individuals

Who We Are:

At 1-800Accountant, we believe in using business as a force for good. We are defining a new accounting services model to help business owners navigate the new economy. We combine technology with a dedicated accountant to serve the needs of start-ups, entrepreneurs, and small businesses by providing extraordinary service at an affordable price. Our team helps business owners focus on their passion for their business while helping them with their finances, creating a collaborative effort to help their business thrive.

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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