Senior Tax Advisor

Platform Accounting

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

Qualifications

  • 3+ years of experience in tax preparation
  • In-depth knowledge of tax, accounting, and finance practices
  • Bachelor's degree required, Master's preferred
  • EA or CPA certification required or in progress
  • Demonstrated ability to manage client relationships effectively

Responsibilities

  • Prepare complex tax returns for individuals and various business entities
  • Develop and nurture strong client relationships
  • Provide strategic tax, finance, and business advisory services
  • Investigate and resolve complex tax-related issues
  • Assist management with ad-hoc projects as needed

Benefits

  • Growth opportunities within a rapidly expanding firm
  • Continuous learning through informal and formal training
  • Comprehensive 401(k) and healthcare benefits
  • Support for ongoing professional education and certifications
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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