What are the responsibilities and job description for the Tax Senior position at Jobot?
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Job details:
$$$ / Medical / Dental / Vision / 401k / PTO / Paid holidays
This Jobot Job is hosted by: Brittany Packard
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $70,000 - $95,000 per year
A bit about us:
This Annapolis-based firm provides comprehensive tax planning, compliance, and advisory services for individuals, businesses, and high-net-worth clients. The team specializes in proactive tax strategy, helping clients minimize liabilities, remain compliant with evolving regulations, and make informed financial decisions. With a client-focused approach, the firm partners closely with business owners and individuals to deliver customized solutions, long-term planning strategies, and responsive, relationship-driven service.
Why join us?
Tax Senior
Annapolis, MD
We are seeking a detail-oriented and motivated Tax Senior to join our growing tax team. This role is responsible for preparing and reviewing complex tax returns, supporting tax planning initiatives, mentoring junior staff, and assisting clients with compliance and advisory needs. The ideal candidate brings strong technical tax knowledge, excellent client service skills, and the ability to manage multiple engagements in a fast-paced environment.
Key Responsibilities
Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, and C-corporations
Conduct tax research and provide guidance on technical tax matters
Assist with tax planning strategies to minimize client tax liabilities and support long-term financial objectives
Manage multiple client engagements while meeting deadlines and maintaining quality standards
Review work prepared by associates and provide training, mentorship, and performance feedback
Communicate directly with clients to gather information, resolve issues, and provide advisory support
Assist with responding to tax notices and audit inquiries as needed
Stay current on changes in tax laws, regulations, and compliance requirements
Support process improvement initiatives and help enhance internal efficiencies
Qualifications
Bachelor’s degree in Accounting, Finance, or related field required
CPA license or CPA candidate strongly preferred
3 years of public accounting tax experience preferred
Strong knowledge of federal and state tax regulations
Experience preparing multi-entity tax returns
Proficiency in tax software and Microsoft Excel
Strong analytical, organizational, and problem-solving skills
Excellent communication and client relationship skills
Preferred Experience
Exposure to tax planning and consulting engagements
Experience mentoring or reviewing staff work
Experience working with high-net-worth individuals or complex business structures
What We Offer
Competitive compensation and performance-based bonus opportunities
Comprehensive benefits package including health, dental, vision, and retirement plans
Generous PTO and paid holidays
Professional development and CPA support
Clear career advancement opportunities
Collaborative and supportive team environment
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!\n
our LinkedIn page!
Job details:
$$$ / Medical / Dental / Vision / 401k / PTO / Paid holidays
This Jobot Job is hosted by: Brittany Packard
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $70,000 - $95,000 per year
A bit about us:
This Annapolis-based firm provides comprehensive tax planning, compliance, and advisory services for individuals, businesses, and high-net-worth clients. The team specializes in proactive tax strategy, helping clients minimize liabilities, remain compliant with evolving regulations, and make informed financial decisions. With a client-focused approach, the firm partners closely with business owners and individuals to deliver customized solutions, long-term planning strategies, and responsive, relationship-driven service.
Why join us?
- medical
- dental
- vision
- 401k
- pto
- paid holidays
Tax Senior
Annapolis, MD
We are seeking a detail-oriented and motivated Tax Senior to join our growing tax team. This role is responsible for preparing and reviewing complex tax returns, supporting tax planning initiatives, mentoring junior staff, and assisting clients with compliance and advisory needs. The ideal candidate brings strong technical tax knowledge, excellent client service skills, and the ability to manage multiple engagements in a fast-paced environment.
Key Responsibilities
Prepare and review federal, state, and local tax returns for individuals, partnerships, S-corporations, and C-corporations
Conduct tax research and provide guidance on technical tax matters
Assist with tax planning strategies to minimize client tax liabilities and support long-term financial objectives
Manage multiple client engagements while meeting deadlines and maintaining quality standards
Review work prepared by associates and provide training, mentorship, and performance feedback
Communicate directly with clients to gather information, resolve issues, and provide advisory support
Assist with responding to tax notices and audit inquiries as needed
Stay current on changes in tax laws, regulations, and compliance requirements
Support process improvement initiatives and help enhance internal efficiencies
Qualifications
Bachelor’s degree in Accounting, Finance, or related field required
CPA license or CPA candidate strongly preferred
3 years of public accounting tax experience preferred
Strong knowledge of federal and state tax regulations
Experience preparing multi-entity tax returns
Proficiency in tax software and Microsoft Excel
Strong analytical, organizational, and problem-solving skills
Excellent communication and client relationship skills
Preferred Experience
Exposure to tax planning and consulting engagements
Experience mentoring or reviewing staff work
Experience working with high-net-worth individuals or complex business structures
What We Offer
Competitive compensation and performance-based bonus opportunities
Comprehensive benefits package including health, dental, vision, and retirement plans
Generous PTO and paid holidays
Professional development and CPA support
Clear career advancement opportunities
Collaborative and supportive team environment
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!\n
Salary : $70,000 - $95,000