tax professional in columbia

posted
contact
kristina valaitis, tatum executive services
job type
permanent
salary
US$ 100,000 - US$ 120,000 per year
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job details

posted
location
columbia, maryland
job category
Accounting & Auditing
job type
permanent
working hours
9 to 5
salary
US$ 100,000 - US$ 120,000 per year
experience
3 Years
reference number
503301
contact
kristina valaitis, tatum executive services
phone
410-783-8533

job description

job summary:

Join a well established public accounting firm in Howard County, MD.

Candidate must possess individual income tax preparation and review skills as well as an interest in personal financial planning with a goal of becoming a licensed financial advisor.

 
location: Columbia, Maryland
job type: Permanent
salary: $100,000 - 120,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 3 Years
 
responsibilities:

Duties and Responsibilities:

Tax services:

  • Develop data base for tax clients.
  • Assist in tax preparation services. This may involve some data entry time, but mostly reviewing of tax returns prepared by other staff.
  • Coordinate various administrative aspects of our tax firm including e-filing aspects of tax preparation, continuing education for staff, developing a quarterly newsletter and updating our website.
  • Evaluate and implement various tax software programs for the firm as well as maintaining updates.

Financial advisory services:

  • Interface with other financial advisory associates at our firm and provide tax compliance to strategies being recommended to clients
  • Develop a working knowledge of investment products including equity, fixed income and alternative investments and assist in the evaluation of various products from a tax perspective
  • Become familiar with investment planning software programs

Skills Needed / Desired:

  • Strong time management, organizational skills; able to effectively prioritize/multi-task
  • Ability to work independently as well as cohesively with Financial Professional(s)
  • Must maintain a high level of confidentiality
  • Have a client-focused, helpful attitude
 
qualifications:

Requirements:

  • College graduate with a preferred 3-5 years of work experience
  • CPA and/or CFP designations preferred
  • Microsoft Office - Outlook, Word, and Excel skills required
  • Knowledge of tax preparation software and e-filing
  • Desire to grow your career in the financial industry.
 
skills: Individual/Personal Tax Planning

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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