Senior Tax Support Advisor

This is a fully remote position, open to applicants in Texas, +1 more state.

📋 Description

• Act as a primary resource for intricate tax-related questions, offering expert tax advice and support to both internal teams and external clients.

• Investigate and analyze complex tax issues, including transactions, legislative modifications, and regulatory updates.

• Verify the accuracy and relevance of tax content used in educational materials.

• Prepare and review tax returns for both entities and individuals as necessary.

• Keep abreast of new trends in tax education, regulations, and industry changes.

• Update tax education resources thoroughly, accurately, and within specified timeframes.

• Collaborate with the tax education team to recognize enhancements and create new tax training materials.

• Mentor and support junior team members to promote their professional growth.

• Follow policies outlined in the Internal Process Manual.

• Manage challenging interactions effectively and engage patiently with both internal and external stakeholders.

• Take part in departmental projects, training sessions, and team meetings.

⛳️ Requirements

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

• Experience in preparing or reviewing federal and state individual tax returns (Form 1040).

• Experience in preparing or reviewing business entity tax returns (Forms 1065, 1120, 1120-S, 990, or 1041).

• Proficiency in tax software, financial analysis tools, and Microsoft Office applications.

• Extensive knowledge of tax laws, regulations, and reporting obligations.

• Proficient in complex tax situations and advanced tax planning techniques.

• Understanding of and experience with fundamental accounting principles.

• Availability to work evenings and weekends as required or scheduled.

• Ability to effectively provide tax-related instructions and training.

• Strong multi-tasking and time management abilities.

• Willingness to pursue designation as an Enrolled Agent (EA) or Certified Public Accountant (CPA).

• Cameras are required for team meetings.

• Capability to work primarily at a desk and utilize a computer or workstation for extended periods.

• Ability to use a communication device, such as a headset, for up to eight hours during the workday.

🏝️ Benefits

• Option for remote work.

• Opportunity to engage in departmental projects, training sessions, and team meetings.

• Team bonding and interaction opportunities with colleagues.

• Reasonable accommodations available for individuals with disabilities.