Job Description
Are you a detail-oriented professional seeking a flexible schedule? Baltimore Tax & Advisory Partners is looking for a Part-Time Tax Associate to join our elite team. We specialize in delivering exceptional financial solutions to the Baltimore community and are ready to welcome a driven individual to our office.
In this role, you will have the opportunity to work with a diverse portfolio of clients, preparing complex tax returns and offering strategic financial guidance. If you are passionate about numbers and enjoy helping others achieve financial clarity, this is the perfect opportunity for you.
Responsibilities
- Prepare and File Returns: Accurately prepare individual, corporate, and partnership tax returns ensuring timely filing.
- Tax Planning: Assist clients with year-round tax planning strategies to minimize liabilities.
- Client Interaction: Communicate effectively with clients to answer inquiries and explain tax concepts clearly.
- Document Review: Scrutinize financial documents, W-2s, and 1099s for accuracy and compliance.
- Regulatory Compliance: Ensure all filings strictly adhere to federal, state, and local tax laws.
- Software Management: Utilize advanced tax preparation software (e.g., ProSeries, Lacerte) to manage data efficiently.
- Organization: Maintain organized client files and accurate records for audit purposes.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or related field preferred.
- Certification: Part-time Enrolled Agent (EA) or CPA status is highly preferred.
- Experience: Minimum of 1-2 years of hands-on tax preparation experience required.
- Knowledge: Strong understanding of U.S. tax codes and regulations.
- Technical Skills: Proficiency in Microsoft Office and tax preparation software.
- Soft Skills: Exceptional attention to detail, strong organizational skills, and the ability to work independently.