Senior Tax Support Advisor

JTH Tax LLC•Milwaukee, WI

3d•$75,000 - $100,000

About The Position

Liberty Tax Service is seeking an experienced tax professional to provide advanced tax support and guidance to internal teams and external clients. The position involves researching complex tax matters, advising on tax issues and strategies, preparing and reviewing individual and business entity returns as needed, and helping maintain accurate, current tax education and training materials. The role also supports junior team members and participates in department projects, trainings, and meetings. The position reports to the Internal Tax Support Manager and is full-time, exempt. It may be based at a corporate office in Hurst, Texas, or Virginia Beach, Virginia, or performed remotely. Employees are expected to convey the company’s R.E.A.L. mission and values and engage with colleagues. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Requirements

Active Certified Public Accountant (CPA) or Enrolled Agent (EA) certification; the posting also states willingness to commit to becoming an EA or 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).
Strong knowledge of tax laws, regulations, and reporting requirements, including complex tax scenarios and advanced tax planning strategies.
Understanding and experience with basic accounting principles.
Proficiency in tax software, financial analysis tools, Microsoft Office applications, and other relevant tax-industry tools.
Ability to effectively deliver tax-related instructions and training.
Strong multitasking and time-management skills.
Availability to work nights and weekends as scheduled or requested.

Responsibilities

Serve as a resource for complex tax inquiries and provide expert guidance to internal teams and external clients.
Research and analyze complex tax matters, transactions, legislative changes, and regulatory updates to provide accurate, current guidance.
Research tax topics to ensure educational materials are accurate and relevant.
Prepare and review individual and business entity tax returns as needed.
Stay current on tax education trends, regulations, and industry developments and incorporate relevant information into educational materials.
Guide and support junior team members and foster their professional development and tax knowledge.
Follow policies documented in the Internal Process Manual.
Update existing tax education materials by established deadlines, ensuring they are accurate, comprehensive, and current.
Collaborate with the tax education team to identify improvements and develop new tax training materials when needed.
De-escalate interactions and communicate patiently with internal and external contacts.
Participate in department projects, trainings, and team meetings.