Jobs at Guardian Tax

Maintain accurate financial records, manage accounts payable and receivable, reconcile bank and credit card accounts, prepare financial statements and journal entries, support month-end and year-end close, resolve discrepancies, and communicate with clients and internal teams about financial documentation.

Process multi-state payroll, audit wages and adjustments, reconcile payroll liabilities and general ledger accounts, prepare journal entries, and support financial reporting. Maintain compliance with payroll regulations, resolve discrepancies, coordinate compensation changes with HR and management, and assist with month-end and year-end accounting. The role requires strong accounting knowledge, confidentiality, accuracy, and the ability to manage payroll independently in an in-office environment.

Connect with prospective tax clients by phone, understand their needs, follow a sales process, build interest and trust, identify qualified opportunities, and transfer prospects to Account Executives. The role is full-time and in-office, with performance-based bonuses for qualified transfers and closed leads. Employees receive sales training, coaching, and opportunities for advancement.

Handle warm inbound leads from consumers with tax problems, conduct phone consultations, assess client needs, recommend services, close sales, maintain accurate CRM records, and meet individual and team goals. The company provides training, coaching, scripts, and ongoing support. This is a full-time, in-office sales role with base pay, commission, bonuses, benefits, and advancement opportunities.

Handle warm inbound calls from individuals seeking tax relief, assess client needs, recommend appropriate solutions, present and explain services, overcome objections, and close sales. The role requires achieving individual and team sales goals in a fast-paced, high-volume, on-site environment while participating in training, coaching, and performance incentive programs.

Manage client tax-related cases from onboarding through completion, provide regular updates and support, coordinate with enrolled agents and compliance teams, handle multiple deadlines, and meet performance targets while maintaining client satisfaction.

Handle 100% inbound calls from individuals with IRS/tax debt concerns. Conduct consultative discovery, present tax-relief solutions, overcome objections, manage follow-up, and close deals to meet or exceed sales targets. Maintain consistent client communication and participate in training, coaching, and performance-driven sales activities in a high-volume, in-office environment.

Prepare individual and business tax returns (W-2, 1099, Schedule C, 1120S, 1120, 1065), handle amended returns, review financials for accuracy and compliance, communicate with clients about documentation and tax positions, and collaborate with internal teams in a high-volume, deadline-driven office.