Senior Tax Advisor

Baltimore Washington Financial Advisors; Baltimore (MD); On-site; USD 80,000 - 120,000; Full time

Job summary

A financial advisory firm in Baltimore, MD is seeking a Senior Tax Advisor. In this role, you will prepare and review tax returns while providing year-round tax guidance to clients. Your responsibilities will include assisting in client meetings and developing customized tax strategies. The ideal candidate will have at least 7 years of experience, strong accounting education, and proficiency in tax-related software, all while delivering exceptional customer service. This is an in-person role offering competitive compensation.

Qualifications

• 7+ years of experience in a similar tax role, background in public accounting preferred.
• Proficient in various tax forms such as 1040, 1041, 1065, 1120, 706.
• Excellent written and verbal communication skills required.

Responsibilities

• Prepare and review tax returns for clients.
• Provide comprehensive tax advice and guidance.
• Assist clients in meeting their tax obligations.

Skills

Tax preparation and review

Customer service

Communication skills

Ability to manage deadlines

Team collaboration

Education

Bachelor’s degree in accounting or related subject matter

Tools

CCH ProSystem Access

BNA Income Tax Planner

Microsoft Office Suite

Job description

As a Senior Tax Advisor, you will work closely with the BWFA tax team to deliver comprehensive tax planning to our clients. This role involves preparing and reviewing individual tax returns and supporting clients with year-round tax guidance. You will also assist in client meetings, collaborate across departments, and contribute to the development of customized tax strategies aligned with clients’ financial goals.

Responsibilities

• Work with the tax department to prepare and review tax returns.
• Provide timely, high-quality customer service to all clients.
• Recognize and identify opportunities to increase the level and types of services to clients.
• Handle complex client tax questions and work with clients to collect necessary information for tax return completion and compliance.
• Meet with clients to provide comprehensive tax advice, aligning their BWFA financial plan and investment strategy.

Qualifications

• Bachelor’s degree in accounting or related subject matter
• 7+ years of experience in a similar tax role, background in public accounting preferred
• Tax forms: 1040, 1041, 1065, 1120, 706, payroll tax forms, and the Maryland Personal Property Tax Return
• Knowledge of CCH ProSystem Access, BNA Income Tax Planner
• Proficiency in Microsoft Office Suite
• Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment.
• Excellent written and verbal communication skills, as you will have significant contact with the clients of the firm.
• Ideal team members for our office culture will have a strong work ethic, be self-motivated, and have collaborative interpersonal skills.

Please note that this is an in-person role.

This position offers a competitive salary within a predetermined range consistent with our internal compensation guidelines. In accordance with Maryland law, the specific wage range, benefits, and additional compensation will be provided upon request or during the hiring process.