Senior Tax Advisor

Platform Accounting

$90K — $120K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years experience in tax preparation.
  • Strong knowledge of tax, accounting, and finance practices.
  • Bachelor's degree required; Master’s preferred.
  • EA or CPA certification required or in progress.
  • Entrepreneurial mindset and ability to collaborate effectively.

Responsibilities

  • Prepare complex tax returns for individuals and businesses.
  • Enhance and maintain strong client relationships.
  • Advise clients on tax, financial, and business issues.
  • Identify, research, and resolve advanced tax concerns.
  • Assist with various ad-hoc projects as needed.

Benefits

  • Path for career advancement in a growing firm.
  • Comprehensive training and development opportunities.
  • 401(k) and medical benefits.
  • Firm-sponsored continuing education programs.
Full Job Description
Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele.

**Please note that this role will be based in our office located in Rockville, MD. **

What you will do:
  • Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns.
  • Build, maintain and enhance client relationships.
  • Advise clients on issues related to tax, finance & business practices.
  • Identify, research, and resolve complex tax issues.
  • Support manager with various ad-hoc projects.

What we look for:
  • 3+ years of experience preparing a variety of tax returns
  • Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance
  • Bachelor's Degree Required, Master's Degree Preferred
  • EA or CPA required (or actively working towards licensure)

What we offer:
  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education

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