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Accounting & Strategy Representative
Taylor Tax StrategyLouisville, Kentucky
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Job Description
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Position: Strategy & Accounting Representative
Company: Taylor Tax Strategy
Location: Remote
Type: Full-Time
Compensation:
- $22/hour
- 401k with 4% Company Match
- Monthly Health Insurance Reimbursement
- Cell Phone Reimbursement
About Us
Taylor Tax Strategy is a fast-growing accounting firm that specializes in tax strategy for real estate investors and small business owners. We are driven by integrity, excellence, and client-first service. Our team values initiative, professionalism, and community impact—cultivated in a fun, remote-first work environment.
Role Overview
As a Strategy & Accounting Representative, you will serve as the primary point of contact for clients—guiding them through enrollment and onboarding, managing their bookkeeping needs, and ensuring timely communication of required deliverables. You’ll assist in implementing tax strategies, coordinate closely with our internal team, collect key documentation during tax season, and support clients in a variety of financial processes. Your role is essential to delivering a seamless client experience while identifying opportunities to streamline workflows and provide added value.
Responsibilities
🧭 Guide Clients Through Enrollment and Onboarding
- Lead client onboarding process, including document collection and system setup
- Assist with QuickBooks setup, training, and troubleshooting
- Setup Client Access to portals and other tools
- Address questions during onboarding and provide ongoing support
- Ensure accurate and complete initial financial data for each new client
📘 Manage Bookkeeping Needs and Communicate Deliverables
- Serve as the primary point of contact for assigned clients
- Provide feedback and support to data-entry bookkeepers on tasks such as matching deposits, categorizing transactions, and ensuring 1099 compliance.
- Meet regularly with clients to review their bookkeeping and financials
- Review and interpret P&L and Balance Sheet statements
- Run AMA reports and assist clients with monthly financial reviews
- Identify errors or discrepancies and assign corrections or resolve directly
- Monitor deadlines for monthly reporting and annual tax filings
- Track deliverables and maintain records across internal sheets & tools
- Maintain organized and updated client files and communications
💡 Implement Tax Strategies
- Coordinate scheduling of Ramp-Up and Quarterly Tax Strategy Calls
- Assist clients with executing tax strategies recommended by tax strategists
- Help gather supporting financial information or records for implementation
- Monitor client progress and ensure strategy-related tasks are completed
- Understand and reference each client’s tax strategy folder as needed
🤝 Coordinate with Internal Teams
- Participate in weekly team meetings
- Track time and update KPIs for each client
- Share key client updates, flag concerns, and ensure timely service delivery
- Maintain clear internal communication about client needs and status
📂 Client Communication & Assistance
- Collaborate with Tax team to ensure timely collection of tax-related documents
- Serve as a liaison to resolve missing or incorrect information
- Handle intake of other questions related to customer experience
Skills & Qualifications
- 3+ years of QuickBooks Online experience
- Strong grasp of accounting principles and financial reporting
- Experience with Real Estate Accounting is a plus
- Excellent organization, time management, and communication skills
- High attention to detail and ability to work independently
- Proficiency across tools like QuickBooks, Excel, CRMs, and Asana
- Prior experience training or mentoring junior team members is a plus
Education & Experience
- High school diploma or equivalent required
- Associate’s degree in accounting or related field preferred
- Previous experience in bookkeeping, accounting, or a client support role
This is a remote position.
Compensation: $22.00 per hour
Providing Real Estate Investors & Blue Collar Business Owners with Tax Strategies, Bookkeeping, and Tax Preparation.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.