Senior Tax Advisor

Job overview

The Senior Tax Advisor role is an onsite, full-time, year-round position in Chesapeake, VA. Pay is $65,000–$110,000 per year. The role joins Fitzwilliams Tax Management's tax team and collaborates with its financial planning team on strategic tax planning for retirees. The advisor prepares and reviews complex individual and business tax returns, checks client financial records and workpapers for accuracy and compliance, identifies planning opportunities, and communicates guidance to clients. The role also supports timely engagement delivery through team collaboration and coworker training.

What you'll do

• Prepare and review complex individual, corporate, partnership, and S-corporation tax returns
• review client financial records and bookkeeping
• conduct peer reviews of returns and workpapers
• identify tax planning opportunities
• communicate with clients
• collaborate on timely engagements
• work with financial planning on retiree tax planning
• train coworkers
• discuss services with prospective and current clients.

What we're looking for

Skills & competencies

senior tax advisor

chesapeake va

fitzwilliams tax management

full-time

year-round

tax return preparation

tax return review

tax planning

quickbooks

client service

$65k–$110k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k), dental insurance, health insurance, paid time off, and vision insurance
• professional growth and continuing education opportunities.

Why this role

QuickBooks proficiency required; Enrolled Agent or Certified Public Accountant preferred; five years of complex individual and business tax return experience required.

About the employer

FITZWILLIAMS TAX MANAGEMENT LLC is hiring for this role. Industry: Tax Preparation Services. Sector: 54.