Teams at 1-800Accountant

Serve as the primary contact for clients, coordinating bookkeeping, payroll, tax, and advisory services across internal teams. Track milestones, facilitate expert appointments, resolve escalations, promote platform adoption, maintain Salesforce records, support onboarding and training, identify sales opportunities, and share client insights. The role emphasizes proactive communication, client satisfaction, service progression, retention, and operational efficiency, with increased workload during tax seasons.

Manage a high-volume sales pipeline, conduct virtual presentations and product demonstrations, educate small-business clients about accounting and tax services, and build relationships through consultative selling and follow-up. The role requires CRM proficiency, strong communication, self-motivation, time management, and the ability to meet sales targets. It is fully remote within approved U.S. states, with uncapped commissions and an initial hourly base.

Provides remote tax advisory support during tax season, answering client questions on non-complex tax, payroll, bookkeeping, sales tax, and tax strategy matters. Reviews tax returns, resolves escalated issues, documents interactions in Salesforce and internal platforms, assists clients with portal navigation and documentation, and collaborates with accounting, tax, and payroll teams. Handles phone calls and chats while meeting customer satisfaction, retention, and other performance metrics.