Advisory Services Associate Jobs in Vermont (NOW HIRING)

Your Future Team

FSV Accountants (formerly Fothergill Segale & Valley) is a respected Vermont accounting and advisory firm based in Montpelier, providing comprehensive tax, accounting, bookkeeping, financial reporting, and consulting services to individuals, businesses, governmental entities, and nonprofit organizations throughout Vermont and beyond. With a longstanding commitment to integrity, professionalism, and personalized client service, FSV has built a strong reputation for delivering practical financial guidance tailored to each client’s unique goals and challenges. The firm combines deep technical expertise with modern accounting technology to help clients navigate tax planning, financial management, compliance, and business growth. In September 2024, FSV joined Archer Lewis, a nationwide network of accounting and tax firms, enhancing its ability to offer expanded resources, specialized expertise, and broader operational support while maintaining the local relationships, personalized service, and Vermont values that have defined the firm for decades

What You’ll Do

The Tax Manager is responsible for overseeing tax compliance, planning, and advisory services while serving as a trusted resource for clients and team members. This role manages complex tax engagements, provides technical guidance, ensures compliance with evolving tax regulations, and supports the development of tax professionals. The Tax Manager plays an important role in delivering exceptional client service, driving operational efficiency, and helping clients achieve their financial and business objectives.

• Lead, mentor, and develop tax professionals, including senior associates and staff accountants.
• Manage multiple tax engagements and ensure timely completion of deliverables while maintaining high-quality standards.
• Oversee the preparation and review of federal, state, local, and, when applicable, international tax returns for individuals, partnerships, corporations, trusts, and other entities.
• Ensure compliance with current tax laws, regulations, and professional standards.
• Develop and implement tax planning strategies designed to help clients minimize tax liabilities and achieve business objectives.
• Serve as a technical resource for complex tax matters and provide guidance on tax law changes and regulatory developments.
• Conduct and review technical tax research and prepare supporting documentation, memoranda, and recommendations.
• Manage tax audits, examinations, and controversy matters, serving as a liaison between clients and taxing authorities.
• Review client financial information and identify tax-saving opportunities and planning considerations.
• Build and maintain strong client relationships while delivering responsive, high-quality service.
• Identify opportunities to expand services and support business development initiatives.
• Leverage tax technology and automation tools to improve efficiency, accuracy, and workflow management.
• Collaborate with firm leadership and other service lines to provide comprehensive client solutions.

What You’ll Bring

• Bachelor's degree in Accounting, Finance, or a related field required.
• Active CPA or EA license required.
• Master's degree in Taxation or a related field preferred.
• Minimum of 5 years of progressive tax experience.
• At least 2 years of supervisory or management experience within a tax environment.
• Public accounting experience preferred.
• Strong knowledge of federal, state, and local tax regulations and reporting requirements.
• Experience preparing and reviewing complex tax returns across multiple entity types.
• Experience with tax planning, tax research, and tax advisory services.
• Proficiency with tax software such as CCH, Thomson Reuters, Lacerte, QuickBooks, or similar platforms.
• Advanced Microsoft Excel and Microsoft Office Suite skills.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Excellent verbal and written communication skills, including the ability to present complex tax matters to clients and stakeholders.
• Proven leadership, coaching, and team development capabilities.
• Strong organizational and project management skills with the ability to manage multiple engagements and deadlines simultaneously.

What We Offer

• Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.)
• Paid Parental Leave
• 401(k) Matching Program
• Pre-Tax Commuter Benefits
• Pet Insurance
• Unlimited Flexible Time Off
• 7 CompanyPaid Holidays
• Employee Assistance Program (EAP)
• Hybrid work arrangement
• Base salary of $115,000-$130,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Archer Lewis Story

Archer Lewis is a national accounting and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of legacy. With 40 offices and over 450 professionals, we serve 150,000+ businesses. Our approach blends small-firm relationships with national capabilities in bookkeeping, tax, advisory, and growth planning. We adapt to client preferences for in-person or online interactions, ensuring they connect with professionals who understand their specific needs

AN EQUAL OPPORTUNITY EMPLOYER: Archer Lewis is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.