What are the responsibilities and job description for the Tax Advisor position at Baltimore-Washington Financial Advisors?
As a Tax Advisor, you will work closely with Sr. Tax Professionals and Tax Associates to deliver comprehensive tax planning to our clients. This role involves preparing and reviewing individual tax returns and supporting clients with year-round tax guidance. You will also assist in client meetings, collaborate across departments, and contribute to the development of customized tax strategies aligned with clients’ financial goals.
Responsibilities
- Work with the tax department to prepare and review tax returns.
- Provide timely, high quality customer service to all clients.
- Recognize and identify opportunities to increase level and types of services to clients.
- Handle complex client tax questions, and work with clients to collect necessary information for tax return completion and compliance.
- Meet with clients to provide comprehensive tax advice aligning their BWFA financial plan and investment strategy.
Qualifications
- Bachelor’s degree in accounting or related subject matter
- CPA designation required
- 7 years of experience in similar tax role, background in public accounting preferred
- Tax forms: 1040, 1041, 1065, 1120, 706, payroll tax forms, and the Maryland Personal Property Tax Return
- Knowledge of CCH ProSystem Access, BNA Income Tax Planner
- Proficiency in Microsoft Office Suite
- Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment.
- Excellent written and verbal communication skills, as you will have significant contact with the clients of the firm.
- Ideal team members for our office culture will have a strong work ethic, be self-motivated and have collaborative interpersonal skills.
