Tax Advisor, EA or CPA Required

Job Description: • Foster Client Engagement: Build lasting connections with small business owners, providing empathetic and expert guidance throughout their financial journey. • Small Business Growth and Insights: Apply accounting expertise to ensure accuracy, compliance, and alignment with long-term client goals. • Craft and implement financial strategies that optimize clients success and minimize tax liabilities. • Driving Client Confidence through Ongoing Communication: Proactively communicate with a book of clients both digitally and in one-on-one meetings, delivering personalized experience in each interaction. • Cross-Functional collaboration: Work hand in hand with Bookkeepers, Tax Preparers and Payroll Specialists to ensure Clients financial management system is working seamlessly for Clients while displaying extreme ownership for Client outcomes. Requirements: • A minimum of three years delivering Accounting and/or Tax Preparation services for small businesses. • EA or CPA accounting credential required. • A proven ability to successfully communicate with clients (both written and verbally, confidently discussing financial matters in ways that resonate with Clients). • Experience using Accounting (Quickbooks, Xero, Freshbooks, etc.) and/or tax preparation software (Lacerte, CCH, etc.) to service multiple clients. • Proven ability to complete small business accounting and tax preparation work tasks such as completing IRS forms (i.e. Form 2253, 2290, etc.), account reconciliations, etc. • Experience with S corp, C corp, and partnership returns. • Well versed in bookkeeping and payroll knowledge. Benefits: • Company-Paid Benefits: Basic Life Insurance and Long-Term Disability. • Optional Benefits: 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, 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. Apply tot his job Apply To this Job