Job Description
Join our dynamic tax team at Baltimore Financial Partners and start your career tomorrow! We're seeking a detail-oriented Tax Associate to support high-net-worth individuals and small businesses in navigating complex tax regulations. This role offers immediate start date, competitive compensation, and comprehensive benefits package. Work in our modern downtown Baltimore office with flexible scheduling options.
Responsibilities
- Prepare and review individual and corporate tax returns (1040, 1120, 1065)
- Research and apply federal/state tax codes and IRS regulations
- Manage client tax documentation and electronic filing systems
- Conduct tax planning consultations with senior advisors
- Collaborate with audit team on compliance issues
- Utilize ProSystem fx and Lacerte tax software
- Maintain accurate client records in CRM system
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or actively pursuing (preferred)
- 1-3 years tax preparation experience
- Proficiency in tax software (ProSystem fx, Lacerte)
- Strong knowledge of IRS regulations and state tax codes
- Excellent analytical and problem-solving skills
- Ability to meet tight deadlines in fast-paced environment
- Clear communication skills for client interactions