Business Tax Advisor

Overview

This role involves serving as a Business Tax Associate in a fully virtual, woman-owned accounting firm providing year-round tax services and business-focused tax strategy.

The position supports clients with comprehensive tax preparation and guidance to help them better understand and manage their finances.

Responsibilities

• Lead client calls and present tax returns and related strategies to clients
• Prepare accurate tax returns for LLCs and S Corporations while maintaining compliance with applicable tax laws and regulations
• Collect, organize, and input financial data into tax software to ensure accuracy and completeness
• Assist with onboarding new clients to ensure a smooth transition and strong initial relationship
• Collaborate with the bookkeeping team to support accurate financial reporting and seamless tax preparation

Requirements

• Strong experience with ProConnect, QuickBooks Online, Microsoft Word, and the Microsoft Suite
• 3+ years of tax preparation experience, particularly with LLCs and S Corporations
• Client-facing experience
• Bachelor’s degree in Accounting, Business Administration, or a related field

Preferred Qualifications

• Experience in a virtual work environment
• Strong client-focused service skills
• Detail-oriented, calm, and adaptable working style

Schedule & Compensation

• Schedule: 5 days a week during core hours (9-5 EST), with flexibility during slower periods
• Compensation: Salary will be determined based on experience and qualifications

Location

• Fully virtual