Job Description
Are you ready to elevate your career in tax?
BrightPath Financial Services is seeking a detail-oriented and motivated Tax Associate to join our dynamic team in the heart of Baltimore. We pride ourselves on delivering exceptional financial solutions to our diverse clientele and are looking for a candidate who shares our commitment to excellence and precision.
In this role, you will play a crucial part in preparing and reviewing complex tax returns, ensuring compliance with federal and state regulations. We offer a competitive compensation package, a collaborative work environment, and clear pathways for professional advancement. If you are a proactive professional eager to make an impact, we want to hear from you.
Why Join Us?
- Competitive salary and performance bonuses.
- Comprehensive health, dental, and vision insurance.
- Flexible work schedules and professional development opportunities.
- A supportive culture that values work-life balance.
Apply today to become part of the BrightPath family!
Responsibilities
- Prepare and File Returns: Accurately prepare individual, corporate, and partnership federal and state income tax returns.
- Tax Planning: Assist clients with tax planning strategies to minimize liabilities and maximize deductions.
- Client Communication: Serve as the primary point of contact for clients regarding tax inquiries, document requests, and filing statuses.
- Compliance Review: Perform quality control reviews on all tax returns before filing to ensure accuracy and adherence to tax laws.
- Research: Conduct research on complex tax issues and interpret new tax regulations to provide accurate advice to the team.
- Software Proficiency: Utilize tax preparation software (e.g., ProSeries, Drake) to manage large volumes of data efficiently.
- Year-End Support: Assist with year-end close processes and support the senior tax team during peak tax season.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or a related field is required.
- Experience: 1-3 years of experience in public accounting or tax preparation is preferred.
- Certification: CPA certification or enrollment in CPA exam preparation is a significant plus.
- Technical Skills: Proficiency in accounting software and tax preparation tools (e.g., Intuit ProSeries, Lacerte, QuickBooks).
- Analytical Skills: Strong analytical abilities with a keen eye for detail and accuracy.
- Communication: Excellent verbal and written communication skills with the ability to explain complex tax concepts to clients.
- Work Ethic: Ability to work independently and collaboratively in a fast-paced environment during tax season.