Tax Advisor

Job description

Company Overview:

We're a leading wealth management firm in the Baltimore-Washington area, serving clients nationwide. Our team of twenty professionals specializes in investment management, financial planning, tax services, and business advisory, coordinating with external experts to provide comprehensive solutions.

Specialised in Investment Management, Retirement & Estate Planning, Tax Consulting, Retirement Income, Mergers & Acquisitions

About the Job:

Responsibilities:

• Prepare and review tax returns with the tax department.

• Provide high-quality customer service promptly.

• Identify opportunities to expand client services.

• Assist clients with tax questions and gather necessary information for compliance.

Minimum Qualifications:

• Bachelor’s Degree in Accounting or related field.

• 3+ years of Public Accounting experience, focusing on taxation.

• Proficiency in tax forms: 1040, 1041, 1065, 1120, payroll forms, and Maryland Personal Property Tax Return.

• Knowledge of CCH ProSystem FX and Quickbooks.

• Strong attention to detail, ability to multitask accurately under pressure.

• Excellent customer service and communication skills.

Preferred Qualifications:

• Advanced technical skills in accounting and tax preparation.

• Experience with a national or large regional accounting firm preferred.

• Master's in Taxation (preferred).

• CPA, EA, or Certified Financial Planner designations (preferred).