Top 165 Sales advisor Jobs in Monument, Co

Tax & Client Advisory Accountant
Confidential —Colorado Springs, CO
- $65,000 - $80,000 a year
- Overtime
- Background check
- 5 years
- Research
- Paid holidays
- Health insurance
Quick Apply
9d
Outside Sales Representative - Business Development - Heavy Duty Truck Repair
Iron Buffalo Truck and Trailer —Colorado Springs, CO
- $82,839 - $200,000 a year
- Full-time
- CRM software
- Spanish
- Sales
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Woodland Park, CO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Direct Sales Leader
True North Group LLC. —Castle Rock, CO
- $90,000 - $110,000 a year
- Online Application
- Mid-level
- Bachelor's degree
- Mentoring
- Flexible schedule
Quick Apply
4d
Financial Services Professional - Hybrid Remote (CO)
Bankers Life —Colorado Springs, CO
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Sales Arborist
SavATree LLC —Colorado Springs, CO
- $130,000 - $250,000 a year
- Mid-level
- Ability to lift 50 pounds
- Outdoor work
- Disability insurance
- Health insurance
Quick Apply
Financial Representative - Career Changer
Northwestern Mutual - Colorado Springs —Castle Rock, CO
- $75,000 - $150,000 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
Associate Sales Consultant (Workplace)
T. Rowe Price —Colorado Springs, CO
- $67,000 - $93,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Organizational skills
- Paid time off
- Adoption assistance
Energy Advisor
CLEAResult Consulting Inc. —Colorado
- $19.55 an hour
- Full-time
- Residential
- Bachelor's degree
- Quality control
- Health insurance
- Dental insurance
Quick Apply
Assistant Manager
Apartment Management Consultants, LLC —Castle Rock, CO
- $23 - $26 an hour
- Full-time
- Sales
- Pass drug screening
- Apartments
- Paid holidays
- Disability insurance
Quick Apply
4d
Landscape Business Development Manager
Keesen Landscape Management —Colorado Springs, CO
- $75,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Business development
- Paid holidays
- Health insurance
Quick Apply
12d
Life Insurance Advisor (W2) Remote
Insurance Supermarket Inc. —Colorado
- $38,500 - $160,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Senior Home Lending Advisor- Colorado Springs, CO
JPMorganChase —Colorado Springs, CO
- $15.16 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Colorado
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Work from home
3d
Wealth Management Trainee (CO)
Bankers Life —Colorado Springs, CO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Senior Civil/Structural Engineer
Leidos —Colorado
- $92,300 - $166,850 a year
- Extended hours
- Hybrid work
- Spanish
- Bachelor of Science
- Master's degree
Attorney/Lawyer
Robert Half —Castle Rock, CO
- $150,000 - $155,000 a year
- 8 years
- Mentoring
- US work authorization
- Disability insurance
- Dental insurance
Quick Apply
Civil/Structural Engineer
Leidos —Colorado
- $73,450 - $132,775 a year
- Extended hours
- Hybrid work
- Spanish
- Bachelor of Science
- Office
Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – (Opportunities in Colorado Springs, CO and Baltimore, MD)
T. Rowe Price —Colorado Springs, CO
- $85,500 - $146,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Business development
- Paid time off
- Adoption assistance
H&M Sales Advisor-Chapel Hills Mall
H&M —Colorado Springs, CO
- $15.75 an hour
- Part-time
- Entry level
- Commercial
- Health insurance
- Paid time off
Quick Apply

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Tax & Client Advisory Accountant

Confidential
Colorado Springs, CO

Quick Apply

Job Details

Full-time
$65,000 - $80,000 a year
9 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan
Paid sick time

Qualifications

Data quality checks
Customer communication
Financial close processing
Customer relationship building
Sales tax return preparation
Spreadsheets
Practice management software
Performance feedback (performance evaluation method)
Research
Partnership tax expertise
Microsoft Office
Financial performance report preparation
Income tax planning
Bachelor's degree
Financial records management
Quality issues
QuickBooks Online
Accounting firm experience
QuickBooks
Payroll
Closing the books
Document quality checks
Tax preparation software
Payroll reconciliation
Accounting error correction
Data analysis software

Full Job Description

We are a public accounting and tax firm located in Colorado Springs, Colorado. We specialize in serving small business owners and individual taxpayers through a combination of tax preparation, tax planning, bookkeeping, sales tax compliance, and payroll services.

We are seeking an experienced accounting professional who enjoys helping individuals and small business owners understand their financial information and make informed decisions.

The ideal candidate knows how bookkeeping, business finances, and tax issues relate. They can review accounting records, identify issues, assist bookkeeping staff, communicate effectively with clients, and develop proactive tax planning strategies.

We are looking for a professional who enjoys building relationships, solving problems, and becoming a trusted advisor to clients.

Minimum Qualifications

Minimum of 5 years of tax preparation experience, including Forms 1040, 1065 and 1120-S.
Minimum of 7 years of public accounting experience
Bachelor's degree in Accounting or related field
Experience preparing tax projections and providing proactive tax planning services
Strong bookkeeping experience and understanding of the complete accounting cycle
Extensive QuickBooks Online experience
Colorado sales tax experience required, including preparation and review of multi-jurisdiction sales tax filings
Experience in year-end procedures including 1099 filing for contract laborers, reconciling payroll, adjusting journal entries and supporting documents.
Experience reviewing financial statements and identifying accounting errors, discrepancies, and areas requiring adjustment
Experience reviewing the work of others and providing constructive feedback
Proven ability to engage in direct communication with clients.
EA designation is a plus but not required
CPA licensure is not required. Candidates pursuing CPA licensure should be aware that this position is not structured to satisfy CPA supervision requirements for licensure purposes.

Responsibilities

Prepare Individual, Partnership, and S Corporation tax returns
Thoroughly review and self-check tax returns, workpapers, and supporting schedules for completeness, accuracy, and reasonableness prior to final review
Prepare tax projections and identify tax planning opportunities for clients
Review bookkeeping and accounting records for accuracy and completeness
Assist bookkeeping staff with troubleshooting, training, and procedures
Prepare and post adjusting journal entries as necessary
Prepare month and year end financial statements for businesses
Prepare and review Colorado sales tax filings, including multi-jurisdiction filings
Assist clients with sales tax registration, compliance, and reporting questions
Communicate directly with clients regarding tax, bookkeeping, payroll, sales tax, and accounting matters
Research of tax related matters
Maintain organized and complete workpapers

Public Accounting Experience Is Required

This position requires public accounting experience.

Experience working exclusively as an internal accountant for a single organization generally does not provide the breadth of experience necessary for this role. The successful candidate must be comfortable managing multiple clients, balancing competing deadlines, adapting to changing tax laws, and providing advisory services to business owners.

Technology Experience

Strong working knowledge of:

QuickBooks Online
Microsoft Excel, including formulas, reconciliations, data analysis, and report preparation
Microsoft 365
Tax preparation software
Tax planning and projection software
Practice management software
Secure document management systems

Experience with Lacerte is a plus.

Stable Employment History Preferred

We are seeking a professional interested in finding a long-term career home.

Candidates with a demonstrated history of stable employment, progressive responsibility, and long-term commitment to prior employers are strongly preferred.

What Makes Someone Successful in This Role

The ideal candidate:

Has intentionally chosen public accounting as their career path
Enjoys working with multiple clients and industries
Understands that quality tax work begins with accurate bookkeeping
Understands sales tax compliance and recognizes its importance to business owners
Can review work critically and identify issues before they become problems
Is proactive rather than reactive
Takes ownership of client relationships and assignments
Enjoys helping clients improve their businesses
Communicates professionally and confidently
Highly organized and detail-oriented
Can work independently without constant supervision
Takes pride in accuracy and quality
Is committed to continuous learning and professional development
Values accountability, teamwork, and exceptional client service

Work Environment

This is a full-time, in-office position located in Colorado Springs.

We believe collaboration, training, mentorship, client service, and professional development are most effective when our team works together in person.

Full-time in-office position
Remote work is not available
Limited hybrid flexibility may be considered only after trust has been established and performance expectations have consistently been met
Any hybrid flexibility is generally limited to weekend work during busy periods
During tax season, team members should expect to work approximately 50–55 hours per week, including regular Saturday work
This is an hourly position and overtime compensation is paid in accordance with applicable laws
Candidates must be willing to work additional hours when necessary to meet client deadlines and firm commitments

Benefits

We offer a comprehensive benefits package designed to support our employees both professionally and personally, including:

Health, Vision & Dental insurance
SIMPLE IRA with employer match
Paid holidays, vacation and sick leave
Continuing education opportunities

Why Join Our Firm?

Many firms are looking for someone to prepare tax returns.

We are looking for someone who understands the entire client relationship—from bookkeeping and financial statement preparation to sales tax compliance, tax planning, tax compliance, individual taxes, and advisory services.

If you enjoy helping small business owners succeed, identifying opportunities for improvement, mentoring team members, solving complex accounting and tax issues, and becoming a trusted advisor to your clients, we would like to meet you.

Application Requirements

To be considered for this position, please submit:

Resume
Cover letter
Pay and other expectations

Please include your desired pay range, preferred work schedule, and any other important employment expectations.

Cover Letter Requirements

The purpose of the cover letter is to help us quickly understand how your experience aligns with the most important parts of this role.

Please address the following:

1) Why you are interested in this specific position.

2) Provide a brief summary of your experience in each of the areas below. For each area, please indicate whether the experience was full-time, seasonal, part-time, or short-term and approximately how long you performed the work.

Tax preparation and tax planning for individuals and small businesses
Bookkeeping, financial statement preparation, and reviewing/troubleshooting accounting records
Direct client communication regarding tax, bookkeeping, sales tax, payroll, or accounting matters

3) Your experience reviewing the work of others, training staff, coaching bookkeeping staff, or helping ensure projects are completed accurately and on time.

4) The software platforms you have used regularly, including your approximate years of experience with each. Examples may include QuickBooks Online, QuickBooks Desktop, Excel, Lacerte, Drake, UltraTax, CCH, tax planning software, practice management software, or secure document management systems.

Applications submitted without a cover letter addressing these items may not be considered.

Pay: $65,000.00 - $80,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid sick time
Paid time off
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

sales advisor jobs in monument, co

Tax & Client Advisory Accountant

Outside Sales Representative - Business Development - Heavy Duty Truck Repair

Financial Advisor

Direct Sales Leader

Financial Services Professional - Hybrid Remote (CO)

Sales Arborist

Financial Representative - Career Changer

Associate Sales Consultant (Workplace)

Energy Advisor

Assistant Manager

Landscape Business Development Manager

Life Insurance Advisor (W2) Remote

Senior Home Lending Advisor- Colorado Springs, CO

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Wealth Management Trainee (CO)

Senior Civil/Structural Engineer

Attorney/Lawyer

Civil/Structural Engineer

Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – (Opportunities in Colorado Springs, CO and Baltimore, MD)

H&M Sales Advisor-Chapel Hills Mall

I want to receive the latest job alert for sales advisor in monument, co

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