Tax Advisor

Satori Digital; Columbia (MD); On-site; USD 70,000 - 90,000; Full time

Job summary

A tax services consulting firm in Columbia, MD is seeking a highly skilled Tax Advisor to support clients with tax preparation and planning. You will collaborate with tax and financial planning teams, ensuring accurate tax matters and enhancing client relationships. Ideal candidates have 3+ years of public accounting experience and strong attention to detail. Proficiency in CCH ProSystem FX and QuickBooks is essential.

Qualifications

• 3+ years in Public Accounting with a focus on tax.
• Experience preparing/reviewing forms 1040, 1041, 1065, 1120, payroll tax forms, and Maryland Personal Property Tax Return.

Responsibilities

• Collaborate with the tax department to prepare and review tax returns.
• Deliver timely, accurate, and high-quality service to clients.
• Identify opportunities to expand client relationships.
• Manage client inquiries and tax-related questions.
• Gather documentation for tax return preparation.

Skills

Attention to detail

Client service orientation

Verbal communication

Written communication

Education

Bachelor’s Degree in Accounting or related field

Tools

CCH ProSystem FX

QuickBooks

Job description

Overview

Alpha Hire is working with a client to hire a highly skilled Tax Advisor who will support clients with high-quality tax preparation and planning services. In this role, you’ll collaborate closely with the client's tax and financial planning teams, helping clients navigate complex tax matters with accuracy, confidence, and clarity.

This position is ideal for someone with a strong foundation in public accounting and taxation who thrives in a client-focused environment and is motivated by delivering value beyond compliance.

Key Responsibilities

• Collaborate with the tax department to prepare and review individual, trust, partnership, corporate, and payroll tax returns.
• Deliver timely, accurate, and high-quality service to clients.
• Identify and suggest opportunities to expand and deepen client relationships through additional service offerings.
• Handle client inquiries and tax-related questions professionally and clearly.
• Gather and organize client documentation to ensure accurate tax return preparation and regulatory compliance.

Minimum Qualifications

• Education: Bachelor’s Degree in Accounting or related field.
• Experience: 3+ years in Public Accounting with a focus on tax.
• Tax Forms: Experience preparing/reviewing forms 1040, 1041, 1065, 1120, payroll tax forms, and Maryland Personal Property Tax Return.
• Software: Proficiency with CCH ProSystem FX and QuickBooks.

Skills

• Strong attention to detail and accuracy.
• Ability to manage multiple deadlines and tasks under pressure.
• Excellent verbal and written communication skills.
• Strong client service orientation.

Preferred Qualifications

• Strong technical expertise in tax preparation and review.
• Experience with a national or large regional accounting firm is a plus.
• Master’s in Taxation preferred, but not required.
• EA (Enrolled Agent) designation preferred.