Business Advisor

1-800Accountant

. Serve as the primary point of contact for a portfolio of 500+ small business clients, including LLCs and sole proprietors .

Posted 10/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax compliance and preparation for small businesses and individuals, utilizing professional tax software and maintaining an active Preparer Tax Identification Number (PTIN). Excels in client communication and relationship management, particularly in a remote work environment.

Highest-signal resume keywords

Active Preparer Tax Identification Number (PTIN)Tax Return Preparation (Schedule C, 1120, 1120S, 1065)Professional Tax Preparation SoftwareGoogle WorkspaceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceTax Return PreparationSchedule C11201120S1065Proprietary SoftwareResearch SkillsProblem-SolvingRemote Work Experience

Soft Skills

ProfessionalismEmpathySituational JudgmentCollaborationCommunication

Tools & Technologies

Google Meet1-800Accountant PortalVennVonage

Certifications & Qualifications

Preparer Tax Identification Number (PTIN)

Industry Keywords

Small Business TaxClient ManagementFinancial ServicesBookkeepingPayroll

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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