Your Tax Coach™ is a boutique tax strategy firm that sets itself apart from conventional tax firms by adopting a unique and contemporary approach to taxation.
You won't find a bunch of accountants in boring suits around here!
Want to be a part of it?
The firm was built around how much money we could save clients who were fed
up with overpaying the IRS. Your Tax Coach ™ quickly grew, and
we didn't want the 'typical' accounting firm rules, 9-5, pantsuits, and climbing
the corporate ladder.
Barbara and her husband Matt have built a fun yet productive work culture
where everyone pitches in for the greater good of the clients.
We aren’t just a regular tax firm, we focus mainly on tax strategy for our clients, ensuring they are saving as much money as legally possible on their taxes while also hosting workshops, retreats, and courses for business owners who are eager to learn how to build their wealth.
We maintain a healthy Work-Life Balance
ACCOUNTABILITY
We make NO excuses
CONTINUOUS IMPROVEMENT
We have a growth mindset in ALL aspects of our lives
TRUST
We do what we say we're going to do when we say we're going to do it
SUPPORTING APPROACH
We value relationships over transactions & exceed expectations
401K PLAN
REMOTE OPPORTUNITIES
PAID TIME OFF
FLEXIBLE SCHEDULE
UNLIMITED EDUCATION BUDGET
COMPANY PAID OCCASIONAL TRAVEL
HOLIDAYS AND BIRTHDAY OFF WITH PAY
THANKSGIVING WEEK OFF WITH PAY
PAID MATERNITY/PATERNITY LEAVE
- Caitlyn L.
- Steph H.
Sales Experience
You've been around the block and know your way around a sales pitch.
You're the real deal, and you've got the experience to prove it.
Financial Knowledge or a Quick Learner
You don't need to be a financial guru from the get-go, but if you've got financial know-how, that's a plus. If not, don't sweat it – we're looking for fast learners who can dive into the world of finance and tax.
Passionate About Satisfying Customers' Needs
You're not just about closing deals—you're also about building relationships.
Strong Communication Skills
Whether it's a phone call, email, or face-to-face, you know how to connect with people.
Highly Motivated and Driven
You wake up ready to exceed your goals for the day.
Detail-Oriented
You notice the small stuff, and nothing escapes your eye for precision.
Assist the sales team with day-to-day activities. You'll be the glue that keeps things together. Schedule appointments, keep the workflow running smoothly, and make sure clients are well-qualified.
Collaborate with the sales team to spot new business opportunities. We're all about growth, so you’ll work hand-in-hand with the sales team to scope out those exciting new opportunities.
Build quality relationships with our clients. Create strong connections that ensure they're satisfied and stick around for the long haul.
Meet and beat those sales targets. We want you to consistently go above and beyond to hit those sales targets.
Deliver customer service that'll have our clients raving about you.
Experienced CPA or EA
You're not just a number cruncher; you're a tax master with the credentials to prove it.
CPA or EA? Check!
Client Facing
You love helping clients navigate the maze of tax strategy and thinking big picture on ways you can save them more.
Strong Communication Skills
Whether it's explaining tax strategies to our clients or having a casual chat.
Must Be Detail-Oriented
You catch the small stuff that others miss. You've got that eye for detail.
Process-Driven
You know how to streamline and optimize to get the best results.
2-3 Years of Bookkeeping Required
You're not new to the numbers game; you're a seasoned pro with years of bookkeeping under your belt.
Quickbooks Online Experience
This is the software we use at our firm. Quickbooks guru? Perfect!
Strong Communication Skills
You can chat with clients about their balance sheets or weekend plans.
Amazing Attention to Detail
You've got that eye for discrepancies.
Master of Multitasking
Deadlines quickly approach around here—you need to be able to juggle multiple tasks.
Full-Time Availability
You're all in, full-time? Let’s do this!
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