Senior Tax Planner & Client 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

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.