Advanced Tax Support Advisor

Liberty Tax Service

Job Title: Advanced Tax Support Advisor

Department/Business Unit: Tax Support

Reports to: Internal Tax Support Manager

Status: Seasonal

FLSA Status: Non-Exempt/Exempt

Job Summary

We are seeking a highly skilled and experienced Advanced Tax Support Advisor to join our team. As an Advanced Tax Support Advisor, you will play a crucial role in providing expert tax support and guidance to both internal teams and external clients. Your in-depth knowledge of tax laws and regulations, coupled with your exceptional problem-solving abilities, will enable you to navigate complex tax scenarios and deliver comprehensive solutions. The ideal candidate is a detail-oriented professional with a proven track record in tax advisory, a strong analytical mindset, and outstanding communication skills.

Responsibilities/Duties

• Serve as a key point of contact for complex tax-related inquiries, leveraging your extensive knowledge to provide accurate and timely tax advice to internal teams and external clients.
• Conduct in-depth research and analysis of intricate tax issues, including complex transactions, legislative changes, and regulatory updates, to ensure accurate and up-to-date tax guidance.
• Adhere to the policies as documented in the Internal Process Manual.
• Tax Preparation and tax return review based on need, both entity and individual returns.
• Share your advanced tax knowledge with junior team members, providing guidance, training, and mentoring to enhance their tax expertise and ensure high-quality service delivery.
• Identify opportunities for process enhancements, automation, and efficiency improvements within the tax support function, and actively contribute to the implementation of best practices.
• Ability to de-escalate and work patiently in all interactions, both internally & externally.
• Participation in various department projects, trainings, and team meetings.

Qualifications

• Willingness to commit to becoming an Enrolled Agent (EA) or Certified Public Accountant (CPA)
• Experience preferred in preparing or reviewing federal and state individual tax returns (Form 1040) and business entity tax returns (Forms 1065, 1120, 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.
• Must be available to work nights and weekends as scheduled during tax season.
• Multi-tasking and time management are necessary skills.
• Education and Experience
• A minimum of 3 years of experience working in the tax industry.
• Physical Requirements

The position involves working primarily at a desk, requiring extended periods of time sitting and performing tasks on a computer or workstation. The use of a communication device, such as a headset, may be necessary for up to eight hours during the workday to engage in effective communication with clients and colleagues. Cameras are required for team meetings.

Work Environment

This position will require the employee to work at one of our corporate offices in Hurst, TX or Virginia Beach, VA or remote. As an employer, we are looking for employees that convey our R.E.A.L mission and values. We encourage team bonding & interacting with colleagues. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions.

Liberty Tax is an equal opportunity employer.