Senior Tax Advisor
2 days ago
Highlight
OnsiteFull-timeSenior
Summary
Baltimore-Washington Financial Advisors is seeking a Senior Tax Advisor to join their team in Columbia, MD. The role involves delivering comprehensive tax planning, preparing and reviewing individual tax returns, and providing year-round tax guidance to clients.
About the Role
As a Senior Tax Advisor, you will work closely with the BWFA tax team to prepare and review tax returns, provide high-quality customer service, identify opportunities for service enhancement, handle complex tax questions, and meet with clients to align their financial plans with tax strategies.
About You
Required:
- Bachelor's degree in accounting or related subject matter.
- CPA designation required.
- 7+ years of experience in a similar tax role, with a background in public accounting preferred.
- Proficiency in tax forms including 1040, 1041, 1065, 1120, 706, payroll tax forms, and the Maryland Personal Property Tax Return.
- Knowledge of CCH ProSystem Access and BNA Income Tax Planner.
- Proficiency in Microsoft Office Suite.
- Excellent written and verbal communication skills.
Preferred:
- Ability to prioritize tasks and manage multiple deadlines in a fast-paced environment.
- Strong work ethic, self-motivated, and collaborative interpersonal skills.
Benefits
- Competitive salary within a predetermined range consistent with internal compensation guidelines.
- Comprehensive benefits package including medical, dental, and vision coverage.
Baltimore-Washington Financial Advisors
BWFA is one of the area’s leading comprehensive wealth management firms. Nationally recognized and based in the Baltimore-Washington region, we serve clients throughout the United States. Our team of approximately twenty professionals includes dedicated experts in: investment management; financial, retirement, & estate planning; tax services; and business services. We coordinate outside legal, accounting, and business advisory resources as necessary, bringing it all together for our clients. Better Service. Better Solutions. Better Results. http://www.bwfa.com/ Facebook: www.facebook.com/1bwfa YouTube: https://www.youtube.com/watch?v=oCEo_UtmFvk https://www.bwfa.com/social-media-disclaimer/
Columbia, MD