Tax Associate, CPA

Jobtailor; Annapolis (MD); On-site; USD 75,000 - 105,000; Full time

Job summary

Jobtailor in Annapolis, MD seeks an experienced CPA with 3-5 years in public accounting to prepare and review federal and state tax returns for individuals and businesses. You will interact with clients to gather information, ensure accuracy, and provide tax planning support.

Strong communication and organizational skills are essential. QuickBooks familiarity is preferred, and sponsorship is not available for this role.

Qualifications

• Active CPA license required.
• 3-5 years of public accounting and tax preparation experience.
• Bachelor's degree in Accounting, Finance, or related field.
• Experience preparing, reviewing, and signing individual and business tax returns.
• Strong knowledge of federal and state tax regulations.
• Excellent communication, organization, and client-facing skills.
• QuickBooks experience preferred.
• Ability to thrive in a collaborative, small-firm environment.
• Sponsorship is unavailable.

Responsibilities

• Prepare federal and state tax returns for individuals and businesses.
• Work directly with clients to gather information and address tax-related questions.
• Review financial data and supporting documentation to ensure accuracy and compliance.
• Assist with tax planning and tax compliance activities.
• Research and resolve client tax issues as needed.
• Maintain strong client relationships through timely and professional communication.
• Collaborate with firm leadership and staff to support client service initiatives.
• Contribute to the continued growth and success of the practice.
• Provide review-level expertise and sign-off support as needed.

Skills

Tax Return Preparation

Tax Compliance

Tax Planning

Financial Data Review

Client Relationship Management

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

QuickBooks

Job description

• Prepare federal and state tax returns for individuals and businesses
• Work directly with clients to gather information and address tax-related questions
• Review financial data and supporting documentation to ensure accuracy and compliance
• Assist with tax planning and tax compliance activities
• Research and resolve client tax issues as needed
• Maintain strong client relationships through timely and professional communication
• Collaborate with firm leadership and staff to support client service initiatives
• Contribute to the continued growth and success of the practice
• Provide review-level expertise and sign-off support as needed

Requirements

• Active CPA license required
• 3-5 years of public accounting and tax preparation experience
• Bachelor's degree in Accounting, Finance, or related field
• Experience preparing, reviewing, and signing individual and business tax returns
• Strong knowledge of federal and state tax regulations
• Excellent communication, organization, and client-facing skills
• QuickBooks experience preferred
• Ability to thrive in a collaborative, small-firm environment
• Sponsorship is unavailable

Core Competencies

Demonstrates expertise in federal and state tax preparation, compliance, and planning, with a strong focus on client relationship management and effective communication. Proficient in reviewing financial data and ensuring accuracy in tax-related documentation.

Highest-signal resume keywords

• Active CPA License
• Tax Preparation Experience
• Federal And State Tax Regulations Knowledge
• QuickBooks Experience
• Client Relationship Management

ATS Optimization Keywords

Hard Skills

• Tax Return Preparation
• Tax Compliance
• Tax Planning
• Financial Data Review
• Tax Issue Resolution

Soft Skills

• Excellent Communication
• Organizational Skills
• Client-Facing Skills

Certifications & Qualifications

• CPA License

Industry Keywords

• Public Accounting
• Tax Regulations
• Client Service Initiatives

Tools & Technologies

• QuickBooks