KEY REQUIREMENTS (DO NOT APPLY UNLESS YOU SPECIFICALLY POSSESS THE BELOW EXPERIENCE)

• A current/valid CPA or EA License with no disciplinary action is required
• 3 Years of experience as a Tax Professional
• 3 Consecutive tax years of experience with one company
• 2 Years of experience working directly with clients/customers
• 2 Years of experience completing complex business tax returns
• Available to work 8-5 pm EST regardless of local time zone

Salary/Package

• $80,000 - $100,000
• Medical/Dental/Prescription Insurance
• Health Savings Account
• Retirement Plan / Simple IRA
• PTO & Holidays
• Continuing Education Credits
• Annual bonus opportunities based on profitability
• Paternity/Maternity Leave
• Annual work from home stipends
• Work/Life Balance
• Full-Time/Remote (Year-Round)
• Committed to excellent quality of life, with just 45 Hours/week during tax season
• Four-day work weeks during non-tax season (Fridays off!)

The Role - Tax Advisor

This is a unique opportunity to join a company that really cares about work-life balance. You will have the opportunity to make a meaningful impact on the firm’s future success from day one, and will enjoy opportunities for future growth.

You will assist our firm in navigating tax issues for our clients with a primary focus on tax preparation and planning. This challenging position will draw upon tax research, accounting, and problem-solving skills. Typical projects include reviewing in house prepared individual, business, and trust tax returns for clients with tax planning, and related consulting projects following our well-established procedures.

Core Responsibilities

• Be the primary point of contact for clients.
• Lead meetings, presentations, and advise clients on financial matters. This is a client-facing role!
• Prepare, review, and sign-off on corporate & individual tax returns.
• Host tax planning kickoff zooms, implementation zooms and quarterly zooms to help provide tax advisory services to our clients throughout the year.
• Prepare, review, and sign-off on personal & corporate tax returns
• Assist with various tax audits and respond to tax notices our clients receive.
• Manage 100-150 (up to 400) clients independently and as part of a small team.
• Handle 80-90% of your work independently without a high level of instruction.
• Perform self-reviews as necessary to ensure high quality of work.
• Work closely with the IRS, effectively representing clients in audits and handling correspondence.
• Interpret and deliver analysis on financial statements regarding the financial impact of organizations for Business Owners; advice other than just about taxes
• Conduct tax research and analysis to ensure accurate compliance, optimize tax-saving opportunities, and deliver the information to clients directly.
• Maintain high ethical standards, always choosing the right approach over questionable practices, and conduct difficult client conversations when necessary.

About You

• You like to find ways to save people money on taxes.
• You have a solid understanding of how the tax code works (specifically for business entities).
• You will be delighted to prepare or review returns that showcase the final tax savings our clients will receive.
• You will be interested and intrigued when complex clients are signed up and are uniquely interested in spotting potential tax errors when reviewing the client's accounting system.
• You love working with clients and having a direct impact on their lives, business, and financial well-being.
• You are comfortable talking with your clients and presenting financial data, as well as providing them in-depth analysis on financial matters
• You love being a client-facing accountant rather than behind the books crunching numbers.
• You have strong CFO skills and can advise businesses in areas other than tax.
• You love going the extra mile to put savings into your clients hands!
• You are highly motivated, goal-oriented and focused.
• You have excellent time management skills and ability to multitask and prioritize work.
• You have strong attention to detail, problem solving skills and a high level of accuracy.
• You have strong organizational and planning skills.
• You have superior communication skills and written English skills.
• You prioritize ethics and quality in your work, always choosing the right approach.
• You have experience working directly with the IRS, handling audits and correspondence effectively would be ideal.
• You have a clearly defined dedicated workspace.
• You know it’s important to do the right thing.

About the Advanced Accounting

Advanced Accounting is a small, well-established tax and accounting firm based in Michigan, near Toledo, Ohio with a diverse and interesting clientele. Our clients include individuals and families, successful creative professionals, entrepreneurs, and small businesses. They pride themselves on our strong client relationships and serve as trusted tax advisors for people and companies around the world.

They stand at the forefront of tax remediation and cryptocurrency tax law, offering expertise to navigate complex financial landscapes. Advanced Accounting prides itself on providing its employees with an exceptional work/life balance both during tax season, as well as the off season. With a proactive stance, they serve as the vital link between clients and the IRS, ensuring robust tax planning strategies. Through their Concierge CFO services, they provide strategic tax advisement; empowering businesses with CFO-level insights. Committed to client welfare, they skillfully represent clients in IRS negotiations, alleviating the burden of tax-related challenges. By delivering personalized attention and staying abreast of tax regulations, they craft tailored solutions to address individual needs, fostering long-term financial stability and success.

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Prescription drug insurance
• Retirement plan
• Tuition reimbursement

Experience level:

• 3 years

Work Location: Remote