Job Description
Join Baltimore Financial Group's elite tax team and accelerate your career in one of America's most vibrant financial hubs. We're seeking a detail-oriented Tax Associate to deliver exceptional client service while navigating complex tax landscapes. Our collaborative culture offers mentorship from CPA-certified seniors and exposure to diverse industries including startups, nonprofits, and Fortune 500 companies. Enjoy competitive benefits, flexible scheduling options, and a downtown workspace with skyline views.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research using authoritative sources like RIA and CCH
- Analyze financial statements to identify optimization opportunities
- Manage IRS correspondence and audit support documentation
- Maintain compliance with evolving tax legislation (e.g., SECURE Act, CARES Act)
- Mentor junior associates on tax preparation protocols
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (public or corporate)
- Active CPA license or pursuit thereof (CPA candidates encouraged)
- Proficiency in Lacerte, ProSystem fx, or comparable tax software
- Advanced Excel skills with pivot tables and VLOOKUP
- Excellent analytical and communication abilities
- Maryland residency preferred