ADVISOR, BENCH TAX

Company: Bench Accounting
Location: Denver
Posted on: October 19, 2024

Job Description:

What's Bench? Visit Bench's latest news to see what's happening, and read what our customers have to say. You can also check us out on Medium, our LinkedIn page, Instagram, and our Life at Bench Blog. We acknowledge that Bench is founded on the traditional, ancestral, and unceded territory of the Coast Salish Peoples, including the territories of the x--m----kw--y----m (Musqueam), Skwxw--7mesh (Squamish), and S--l----lw--ta--/Selilwitulh (Tsleil-Waututh) Nations.
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Businesses need to understand their financial performance, but for many smaller ones, this means a trade-off between managing their books and running their businesses. Our mission is to help every business owner thrive, by providing financial insight and peace of mind in one seamless platform. From creatives to chiropractors, Bench helps thousands of small business owners and entrepreneurs master their financial lives. Understanding your finances should be simple, effortless, and affordable. We're growing fast, and we're looking for exceptional people to join us on this incredible journey.What's the Bench Tax Advisory team like? With Bench Tax, we allow our customers to ditch the tax season stress, forever. We're a startup within a startup; a team of dedicated Tax Advisors who build long-lasting relationships with our customers through helping them with all things US income tax.What you'll get up to:Customer Obsession

• Attend customer meetings via phone call or Zoom to review the customer's current tax situation and provide advice on how to achieve positive tax outcomes.
• Review draft tax returns and provide direction where changes are needed, while communicating next steps to the customer.
• Respond to customer income tax questions via email or internal messaging platforms within expected timelines.
• Ensure the outcomes of advisory conversations are being met through working directly with respective teams within Bench.
• Support customers or Benchmates to overcome a wide range of tax questions and situations, including resolving issues at the IRS or State Department of Revenue level.
• Maintain and update customer records to ensure the Bench teams understand all outcomes of any tax advice provided to our customers.
• Be powerfully present in all customer escalations; actively taking the lead and working with the customer and/or internal Benchmates until resolution is achieved.Ownership
  • Contribute to the achievement of team Key Performance Indicators (KPIs) and team-level Objectives and Key Results (OKRs) in a challenging, sustainable, and supported way.
  • Identify where peers across departments would benefit from increased tax training and support the improvement of overall income tax comprehension of fellow Benchmates.
  • Through participation in cross-functional work, suggest improvements to process and/or our knowledge base that will improve how we deliver Tax to our customers.Empowerment
    • Participate with the Bench Tax Teams to continuously improve the overall service delivery in the pursuit of being completely obsessed with positive customer outcomes.What you'll need:
      • +2 years of applicable experience preparing and reviewing tax returns for individuals and all business entity types.
      • Be licensed as an active Enrolled Agent or CPA. License must be current, active, and in good standing.
      • An active and up-to-date PTIN.
      • Excellent communication and interpersonal skills.
      • Be committed to maintaining annual continuing education requirements (CPEs).
      • Stay up to date with changes in the US Tax Code (and tax laws of other state/local municipalities).It could be an even better fit if you have:
        • Cloud-Based Tax Solution Experience.
        • +2 years of accounting experience.
        • Experience with Drake and Karbon.Extra bonus points for:
          • Strategically Minded.What you'll get:
            • The salary for this role is $73,920 per year.
            • Access to Inkblot Therapy's Employee and Family Assistance Program (EAP).
            • Support of your manager, and the opportunity to learn and develop with a team of unconventional & diverse Benchmates.
            • Bench has a number of Affinity Groups to support underrepresented Benchmates.
            • Home Office Setup Fund for comfortable remote work.
            • Opportunity to work from somewhere other than your home state for up to 3 months, within a 12-month period.Everyone has their own unique talents. Even if you don't meet 100% of the qualifications outlined above, tell us why you'd be a great fit for this role in your application.We believe that unchecked biases disproportionately impact the most marginalized people in society. We strongly encourage applications from people with these identities or other marginalized communities.
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Keywords: Bench Accounting, Boulder , ADVISOR, BENCH TAX, Accounting, Auditing , Denver, Colorado