Job Description
Join our award-winning tax team at Baltimore Financial Partners, where we're revolutionizing financial services for Maryland's thriving businesses. As a Tax Associate, you'll leverage cutting-edge technology while delivering personalized tax strategies to our diverse client portfolio. We offer competitive compensation, comprehensive benefits, and clear career advancement paths in a collaborative, innovation-driven environment.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and corporations
- Conduct tax research and ensure compliance with evolving IRS regulations
- Develop tax planning strategies to optimize client financial positions
- Manage client relationships through proactive communication and quarterly reviews
- Collaborate with audit teams to identify tax-saving opportunities
- Maintain accurate documentation using proprietary tax software platforms
- Train junior associates on emerging tax technologies and methodologies
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of progressive tax preparation experience in public accounting
- Proficiency in tax software (e.g., Lacerte, ProSystem fx, CCH Axcess)
- Deep understanding of Maryland tax codes and federal tax regulations
- Exceptional analytical skills with attention to detail
- Strong client communication and presentation abilities
- Ability to manage multiple deadlines in a fast-paced environment
- Active CPA license or pursuing certification