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
(Your Tax Coach™ will match up to 4%!)
Unlimited Education Budget
Remote Opportunities
Flexible Schedule
Company Paid Occasional Travel
Holidays and Birthday Off With Pay
(eligible for Birthday Off after 1 year of employment)
Thanksgiving Week Off With Pay
(eligible after 1 year of employment)
Paid Maternity Leave With Pay
(eligible after 1 year of employment)
- 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.
💻 E-mail your resume to:
EA or CPA Required
Your credentials prove your expertise in navigating complex tax situations.
Strategic Thinker
You don’t just file taxes – you craft tailored strategies that help clients minimize their tax liabilities and plan for the future.
Client-Focused
You excel at building strong relationships and guiding clients through intricate tax planning with clear, actionable advice.
Mentor and Leader
You’ll provide mentorship to junior team members, guiding them on complex tax strategies and ensuring quality client service.
Problem Solver
You thrive on diving into challenging tax situations, diagnosing issues, and developing innovative strategies that result in real savings for clients.
Strong Communication Skills
From detailed tax plans to one-on-one client meetings, you excel at explaining complex tax strategies in simple, understandable terms.
High-Level Tax Expertise
You notice the small stuff, and nothing escapes your eye for precision.
Return Preparation
You prepare accurate and compliant tax returns for coaching clients, ensuring all strategies are effectively implemented and documented.
Proactive and Self-Motivated
You anticipate client needs and proactively provide solutions that go beyond the basics, ensuring clients feel supported year-round.
Collaborative and Leadership Skills
You work closely with our tax manager and our team of preparers, strategists, and reviewers, ensuring seamless communication and execution of tax strategies across the board.
Process-Oriented
You ensure that all strategies are implemented efficiently and accurately, staying on top of deadlines and tax law changes to deliver consistent results.
💻 E-mail your resume to:
You’re a strategic tax expert who guides clients in developing and implementing effective tax strategies to maximize their savings and financial goals.
EA or CPA Required
Your expertise is backed by credentials that prove your deep understanding of tax laws and strategies.
Strategic Advisor
You provide personalized tax strategies that align with clients' long-term financial goals, ensuring they benefit from optimal tax savings.
Client-Centric
You build strong, trusting relationships with clients, understanding their unique needs and providing tailored advice that makes a significant impact.
Strong Communication Skills
You clearly explain complex tax strategies and concepts to clients in a way that is understandable and actionable, facilitating informed decision-making.
Problem Solver
You identify and address complex tax issues, developing innovative solutions to navigate challenging situations and optimize client outcomes.
Mentor and Educator
You guide and educate clients on tax planning strategies, helping them understand the nuances of tax laws and how they apply to their specific situations.
Proactive and Forward-Thinking
You anticipate clients' future needs and changes in tax laws, proactively recommending adjustments to strategies and plans to stay ahead of potential issues.
Return Preparation
You prepare accurate and compliant tax returns for coaching clients, ensuring all strategies are effectively implemented and documented.
Collaborative
You work closely with other tax professionals and team members to ensure seamless execution of tax strategies and integration of client needs across various services.
Detail-Oriented
You pay close attention to all aspects of tax planning and strategy, ensuring accuracy and thoroughness in every recommendation and plan.
Process-Oriented
You follow a structured approach to tax coaching, ensuring consistency in client interactions and the implementation of best practices for tax planning and strategy.
💻 E-mail your resume to:
EA or CPA Required
Already have your EA or CPA, or on your way there? That’s exactly what we’re looking for.
Client-Focused
You understand the importance of delivering accurate and timely tax reviews that make a difference for our clients.
Strong Communication Skills
Whether giving feedback to preparers or explaining complex tax issues to clients, you're clear, concise, and approachable.
Detail-Oriented
You catch what others overlook, ensuring every return is accurate, compliant, and optimized for tax savings.
Problem Solver
You can identify discrepancies and suggest actionable solutions to improve both the return and the client's financial position.
Collaborative
You’ll work closely with preparers and strategists to ensure that every return not only complies with tax laws but also reflects the best possible strategy for the client.
Mentor Mindset
You provide constructive feedback and support junior preparers to help them improve and grow in their roles.
Process-Driven
You thrive in structured environments and are always looking for ways to refine review processes, ensuring consistency, accuracy, and timeliness across the board.
Comfort with Complex Returns
You’re skilled at handling multi-state, high-net-worth, and business tax returns, ensuring even the most complex scenarios are reviewed with precision.
You’re not just preparing returns; you’re a skilled tax professional who excels in delivering accurate and efficient tax solutions.
EA Preferred
Holding an EA or working towards it? That’s exactly what we’re looking for.
Client-Focused
You guide clients through the tax preparation process, offering insights and strategies to maximize their savings and ensure compliance.
Strong Communication Skills
You effectively explain tax concepts and strategies to clients, making complex information clear and approachable.
Detail-Oriented
You meticulously review all tax documents, ensuring accuracy and identifying any discrepancies that could impact the final return.
Self-Motivated
You take initiative in managing your workload, staying on top of deadlines, and continually seeking to improve your skills and knowledge.
Process-Driven
You follow established procedures and workflows to ensure consistent, high-quality results and contribute to optimizing tax preparation processes.
Problem Solver
You tackle challenging tax situations with a strategic mindset, finding solutions and addressing any issues that arise during the preparation process.
Organized
You maintain well-organized records and documentation, ensuring all client information is accurately captured and easily accessible.
Team Player
You collaborate effectively with other team members, supporting their efforts and contributing to a cohesive and efficient tax preparation team.
Tech-Savvy
You’re proficient with tax software and tools, utilizing them to enhance efficiency and accuracy in the preparation process.
You’re the backbone of our tax team, ensuring smooth operations and exceptional client service through your organizational skills.
Administrative Expertise
Your experience in managing administrative tasks ensures that our tax processes run efficiently and effectively.
Client Onboarding
You manage the onboarding process for tax clients annually, ensuring all necessary documentation is collected and clients are seamlessly integrated into our system.
Back-End Compliance
You ensure all client files and tax documents meet compliance standards, handling back-end administrative tasks to maintain accuracy and adherence to regulatory requirements.
Client-Focused
You excel at managing client communications, scheduling appointments, and handling inquiries with professionalism and care.
Detail-Oriented
You keep track of critical deadlines, documentation, and process steps, ensuring nothing falls through the cracks.
Organized
You maintain meticulous records, manage tax file systems, and streamline administrative workflows to support the tax team.
Strong Communication Skills
You’re adept at handling correspondence, coordinating with clients and team members, and providing clear and helpful information.
Proactive and Resourceful
You anticipate needs, solve problems before they arise, and contribute to improving administrative processes and client service.
Team Player
You support tax preparers and reviewers by managing schedules, organizing documents, and ensuring smooth day-to-day operations.
Tech-Savvy
You’re comfortable using tax software, CRM systems, and other tools to manage and track administrative tasks efficiently.
Time Management
You handle multiple tasks and deadlines with ease, ensuring timely completion of all administrative responsibilities.
💻 E-mail your resume to:
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!
💻 E-mail your resume to:
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