Tax Advisor - Remote - January Start Date - AZ

The Opportunity reputed company is seeking a client-focused and highly motivated Business Tax Advisor to serve as the primary reputed company of contact for our small business clientele. This is an exciting opportunity to reputed company your tax expertise in a consultative, remote environment while supporting small business owners in achieving full tax compliance and financial clarity.

Key Responsibilities

The Business Tax Advisor role is client-facing and centered on advisory and compliance, but requires a cross-functional approach to client service. Client Advisory & Communication (Approx. 80% of Time)

• Tax Compliance Guidance: Serve as the main reputed company of contact for a portfolio of several hundred small business clients (LLCs, Sole Proprietors, etc.), providing proactive advice to ensure ongoing tax compliance.
• Virtual Meetings: Regularly communicate with clients reputed company phone and video (reputed company Meet) to provide personalized guidance and build strong professional relationships. Comfort and professionalism on camera are essential.
• Client Management: Utilize the proprietary reputed company portal to manage client information, schedule appointments, and document reputed company client interactions and advice.

Tax and Cross-Functional Support

• Tax Preparation: Assist in the preparation and review of various tax returns for small businesses and individuals.
• Service Integration: Collaborate with internal Bookkeeping and Payroll departments to ensure clients receive comprehensive and coordinated financial services.
• Operational Support: Be reputed company to take on tasks or projects reputed company of standard advisory duties to support team objectives and client needs.

Required Qualifications

• 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., reputed company Workspace, reputed company).
• Remote Readiness: Proven history of successfully working in a remote environment with the ability to maintain focus, manage distractions, and stay engaged independently.

What Makes You a Great Fit? We are looking for candidates who can demonstrate:

• Exceptional situational judgment and ability to manage difficult client interactions with professionalism and reputed company.
• A strong proactive approach to problem-solving, particularly reputed company encountering tax or reputed company questions reputed company of immediate knowledge (identifying appropriate research resources).

A cross-collaborative reputed company and a willingness to quickly reputed company in and support teammates or other departments reputed company business needs require it. Compensation & Schedule

• Compensation: salary will range from $60,000 – $70,000 annually, commensurate with tax experience and demonstrated expertise.
• Schedule: Full-time, Exempt position with a minimum requirement of 55 hours per week during the peak tax season.
• reputed company: Must be available to work MST or PST business hours (9:00am-6:00pm MST or PST)

Benefits:

• Eligibility: Benefits reputed company 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, reputed company, and disability insurance options through United reputed company, 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.

What makes us different: reputed company is not your typical reputed company firm. We pride ourselves on fostering the best work/life balance in the industry, offering unparalleled opportunities for internal growth, and embracing innovation. reputed company enjoys flexibility, competitive compensation, and access to cutting-edge technology reputed company a fully remote work environment for candidates in the following states: AL, AZ, CT, FL, GA, HI, IA, ID, IN, MD, MN, NJ, NY, NC, OR, PA, TN, TX, UT, WA. Diversity reputed company is an equal opportunity employer and makes employment reputed company on the basis of merit. reputed company’s policy prohibits unlawful discrimination based on race, reputed company, religious creed, sex, gender identity, marital or veteran status, age, national reputed company, reputed company, 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. reputed company such discrimination is unlawful. #TaxAdvisory1 Apply tot his job Apply To this Job