tax professional in columbia

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

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.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information