Benefits:
Health insurance
401(k)
401(k) matching
Opportunity for advancement
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.