Tax Manager

Jobot; Severna Park (MD); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k)

Continuing education credits

Dental insurance

Disability insurance

Health insurance

License reimbursement

Life insurance

Opportunities for advancement

Paid time off

Tuition reimbursement

Vision insurance

Job summary

Jobot is seeking a Tax Manager in Severna Park, MD to lead tax compliance for individuals, corporations, partnerships, and trusts. The role involves advising clients on tax planning, preparing complex returns, and ensuring accuracy across filings.

Ideal candidates hold a CPA or EA certification, have 2+ years of experience, and can work well in a collaborative, client‑focused firm that values work‑life balance and professional growth. Remote options are not indicated.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required; Master's preferred.
• CPA or EA certification highly preferred.
• Minimum 2+ years of tax experience.
• Proficient in QuickBooks and Lacerte Tax software.
• Strong knowledge of federal and state tax codes, regs, and procedures.
• Excellent analytical and problem‑solving skills.
• Strong interpersonal and communication skills.
• High integrity and professionalism with client confidentiality.
• Ability to work under pressure and meet deadlines.
• Self-motivated with ability to work independently and in a team.

Responsibilities

• Prepare and review complex tax returns for individuals, corporations, partnerships, and trusts.
• Assist clients with strategic tax planning and compliance with tax laws.
• Prepare business tax returns and client financial statements.
• Provide tax advisory services including planning, research and compliance.
• Collaborate with clients to understand financial needs and offer tailored solutions.
• Utilize QuickBooks and Lacerte for tax prep and reporting.
• Stay updated on tax law changes and communicate impacts to clients.
• Work with team to improve client services and firm efficiency.
• Mentor junior staff and provide training as needed.

Skills

Tax knowledge

Analytical skills

Communication skills

Integrity

Time management

Independent worker

Education

Bachelor's degree in Accounting or Finance

Master's degree or higher preferred

Tools

QuickBooks

Lacerte Tax

Job description

Tax Manager

Salary: $100,000 - $140,000 per year

Job Details

Our client, a well-established CPA firm in Severna Park/Anne Arundel County, Maryland, is seeking a Tax Manager. The ideal candidate will have tax experience, covering individuals, corporations, partnerships, and trusts. While a CPA or EA certification is preferred, we highly value someone who is dedicated to being a long-term, integral part of our team. The role involves direct interaction with individuals and small to medium-sized businesses. We pride ourselves on being a family- and employee-friendly office that promotes work-life balance. Our benefits include shorter summer work weeks and extended holiday weekends (e.g., 4-day weekends for Memorial Day, Labor day and other holidays when possible). Our client is also active in the local community.

Benefits

• 401(k)
• Continuing education credits
• Dental insurance
• Disability insurance
• Health insurance
• License reimbursement
• Life insurance
• Opportunities for advancement
• Paid time off
• Tuition reimbursement
• Vision insurance

Responsibilities

• 1. Prepare and review complex tax returns including individual, corporate, partnership, and trust tax.
• 2. Assist clients with strategic tax planning, ensuring compliance with tax laws and regulations.
• 3. Prepare business income tax returns and create detailed client financial statements.
• 4. Provide tax advisory services to clients, including planning, research, and compliance.
• 5. Work closely with clients to understand their financial needs and provide tailored solutions.
• 6. Utilize QuickBooks and Lacerte Tax software for tax preparation and financial reporting.
• 7. Keep abreast of changes in tax legislation and communicate potential impacts to clients.
• 8. Collaborate with team members to improve client services and firm efficiency.
• 9. Provide training and mentorship to junior staff members.

Qualifications

• 1. Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or higher is preferred.
• 2. CPA or EA certification is highly preferred.
• 3. Minimum of 2+ years of experience.
• 4. Proficient in QuickBooks and Lacerte Tax software.
• 5. Strong knowledge of federal and state tax codes, regulations, and procedures.
• 6. Excellent analytical and problem-solving skills.
• 7. Strong interpersonal and communication skills, with the ability to clearly explain complex tax concepts to clients.
• 8. High level of integrity and professionalism, with a commitment to upholding the company's reputation.
• 9. Ability to work under pressure and meet tight deadlines.
• 10. Self-motivated with the ability to work independently and as part of a team.

Fit & Opportunity

If you are an experienced tax professional with a passion for providing exceptional client service, we would love to hear from you. This is a fantastic opportunity to join a dynamic and supportive team, where you will have the chance to make a real impact.

Equal Opportunity Statement

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy