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.
Considering making an application for this job Check all the
details in this job description, and then click on Apply.
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.
#J-18808-Ljbffr
Keywords: Bench Accounting, Boulder , ADVISOR, BENCH TAX, Accounting, Auditing , Denver, Colorado
Didn't find what you're looking for? Search again!
Loading more jobs...