Senior Tax Advisor: Complex Returns & Strategic Planning

FITZWILLIAMS TAX MANAGEMENT LLC; Chesapeake (VA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

FITZWILLIAMS TAX MANAGEMENT LLC is seeking a Senior Tax Advisor in a full-time role to join a growing team. The ideal candidate is detail-oriented with extensive experience preparing and reviewing complex individual and business tax returns, proactive, organized, and committed to delivering exceptional client service.

The role involves preparing and reviewing individual, corporate, partnership, and S-corporation returns, performing peer reviews, identifying tax planning opportunities, and

Qualifications

• Enrolled Agent (EA) or CPA preferred.
• Minimum of 5 years of experience preparing and reviewing complex individual and business tax returns.
• Strong knowledge of federal and state tax laws.
• Proficiency in QuickBooks required.
• Experience with TaxSlayer Pro preferred.
• Tax Dome experience or familiarity with CRM systems.
• Exceptional attention to detail and strong analytical skills.
• Ability to work independently while contributing to a collaborative team environment.
• Excellent organizational and time management skills.
• Ability to communicate with clients professionally.

Responsibilities

• Prepare and review complex individual (Form 1040, Sched B, Sched C, Form 8949) tax returns.
• Prepare and review corporate, partnership, and S-corporation tax returns.
• Review client financial records and bookkeeping for accuracy and completeness.
• Perform peer reviews of tax returns and financial workpapers to ensure quality and compliance.
• Identify tax planning opportunities and provide strategic guidance to clients.
• Communicate professionally with clients regarding tax matters and financial records.
• Collaborate with team members to ensure timely completion of tax engagements.
• Work with the financial planning team on strategic tax planning for retirees
• Provide trainings to coworkers
• Talk to potential clients and current clients about all the services we have to offer.

Skills

Proficiency in QuickBooks

Attention to detail

Analytical skills

Strong organizational skills

Excellent communication

Independent worker

Education

5+ years tax experience

Tools

TaxSlayer Pro

CRM systems (Tax Dome)

Job description

FITZWILLIAMS TAX MANAGEMENT LLC is seeking a Senior Tax Advisor in a full-time role to join a growing team. The ideal candidate is detail-oriented with extensive experience preparing and reviewing complex individual and business tax returns, proactive, organized, and committed to delivering exceptional client service.

The role involves preparing and reviewing individual, corporate, partnership, and S-corporation returns, performing peer reviews, identifying tax planning opportunities, and