Senior Tax Support Advisor

Overview

The organization is seeking a Senior Tax Support Advisor to provide advanced tax support and guidance to internal teams and external clients. This role focuses on resolving complex tax issues through deep knowledge of tax laws and strong analytical and communication skills.

Responsibilities

• Serve as a key resource for complex tax-related inquiries, providing expert tax advice and guidance to internal teams and external clients.
• Conduct comprehensive research and analysis of intricate tax matters, including complex transactions, legislative changes, and regulatory updates, to ensure accurate and up-to-date tax guidance.
• Research to ensure the accuracy and relevance of tax content used in educational materials.
• Perform tax preparation and tax return reviews as needed, for both entity and individual returns.
• Stay current on emerging trends, regulations, and industry developments in tax education, and incorporate relevant information into training materials.
• Provide guidance and support to junior team members to support their professional development and knowledge in tax education.
• Follow policies documented in the Internal Process Manual.
• Update existing tax education materials by established deadlines, ensuring content is accurate, comprehensive, and up to date.
• Collaborate with the tax education team to identify improvements and develop new tax training materials when necessary.
• De-escalate when needed and work patiently in all interactions (internally and externally).
• Participate in department projects, trainings, and team meetings.

Requirements

• Willingness to commit to becoming an Enrolled Agent (EA) or Certified Public Accountant (CPA).
• Experience preparing or reviewing federal and state individual tax returns (Form 1040) and business entity tax returns (Forms 1065, 1120, 1120-S, 990, or 1041).
• Proficiency in tax software, financial analysis tools, and Microsoft Office applications.
• Deep knowledge of tax laws, regulations, and reporting requirements, including expertise in complex tax scenarios and advanced tax planning strategies.
• Understanding and experience with basic accounting principles.
• Must be available to work nights and weekends as scheduled/requested.
• Strong multitasking and time-management skills.
• Ability to effectively deliver tax-related instructions and training.

Preferred Qualifications

• Active Certified Public Accountant (CPA) or Enrolled Agent (EA) certification.

Compensation & Benefits

• Full time; FLSA Status: Exempt.

Location

This position will require working at one of the organization’s corporate offices in Hurst, TX or Virginia Beach, VA, or remotely. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements & Work Environment

• Primarily desk-based work, involving extended periods of sitting and tasks performed on a computer/workstation.
• A communication device (such as a headset) may be necessary for up to eight hours during the workday for effective communication with clients and colleagues.
• Cameras are required for team meetings.
• While performing the duties, the employee is not exposed to weather conditions.