SUPER Hybrid / $$$ / Medical / Dental / Vision / 401kThis Jobot Job is hosted by: Brittany PackardAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.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 DetailsJob Title: Tax SeniorLocation: Columbia, MDAbout UsOur 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 OverviewOur 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 ResponsibilitiesPrepare 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.QualificationsCPA 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 OfferCompetitive 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 Now" button.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
