HYBRID Tax senior

SUPER Hybrid / $$$ / Medical / Dental / Vision / 401k

This Jobot Job is hosted by : Brittany Packard

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Salary : $90,000 - $105,000 per year

A bit about us :

Our client combines the expertise of a CPA firm with the insight of a wealth management practice to help individuals, families, and business owners achieve lasting financial success. For more than 30 years, our team has provided comprehensive tax, accounting, and investment advisory services designed to align financial goals with smart, strategic planning. We take pride in building trusted, long-term relationships with our clients through a personalized approach that integrates tax efficiency, wealth growth, and business planning. Our culture values collaboration, integrity, and excellence in everything we do—helping our clients and team members thrive together.

Why join us?

• EXTREMELY hybrid
• Once a week on Tuesdays required, can be fully remote other than that depending on ramp
• onsite trasining if needed, partner goes in 5 days per week to offer support
• medical
• dental
• vision
• 401k

Job Details

Job Title : Tax Senior

Location : Columbia, MD

About Us

Our client is a trusted financial services firm that combines the expertise of a CPA practice with wealth management advisory to help individuals, families, and business owners achieve long-term financial success. With decades of experience, they provide comprehensive tax, accounting, and investment services designed to align financial goals with smart, strategic planning. The firm values collaboration, integrity, and excellence, creating an environment where both clients and team members thrive.

Position Overview

Our client is seeking a highly motivated Tax Senior to join their growing team. This role offers the opportunity to work with a diverse client base—including individuals, families, and business owners—while leveraging your expertise in tax compliance, planning, and advisory services. The ideal candidate is detail-oriented, client-focused, and ready to take ownership of complex tax engagements.

Key Responsibilities

Prepare federal, state, and local income tax returns for individuals, partnerships, corporations, and other entities.

Research complex tax issues and provide clear recommendations to clients and management.

Review work of staff accountants and provide mentorship and guidance.

Identify tax planning opportunities and strategies to minimize client liabilities.

Assist in managing client relationships and serve as a trusted advisor on tax matters.

Ensure compliance with all applicable tax laws, regulations, and internal policies.

Collaborate with wealth management and accounting teams to provide integrated financial solutions.

Support business development initiatives by contributing to proposals, client presentations, and engagement planning.

Qualifications

CPA license required.

Minimum of 3–5 years of public accounting experience in tax compliance and planning.

Strong knowledge of federal, state, and local tax regulations.

Experience with individual, corporate, partnership, and trust tax returns.

Excellent analytical, organizational, and problem-solving skills.

Strong client service orientation with professional communication skills.

Proficiency in tax software and Microsoft Office Suite; experience with accounting software is a plus.

What We Offer

Competitive compensation and performance-based bonuses.

Professional growth opportunities in a collaborative and supportive environment.

Exposure to diverse clients and complex tax matters.

Opportunity to work at a firm that values integrity, excellence, and work-life balance.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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