Senior Tax Advisor

In-person role based in Maryland.

About the role

Work closely with the BWFA tax team to deliver comprehensive tax planning to clients. This role involves preparing and reviewing individual tax returns and supporting clients with year-round tax guidance. You will also assist in client meetings, collaborate across departments, and contribute to the development of customized tax strategies aligned with clients’ financial goals.

Responsibilities

• Work with the tax department to prepare and review tax returns.
• Provide timely, high-quality customer service to all clients.
• Recognize and identify opportunities to increase the level and types of services to clients.
• Handle complex client tax questions and work with clients to collect necessary information for tax return completion and compliance.
• Meet with clients to provide comprehensive tax advice, aligning their BWFA financial plan and investment strategy.

Requirements

• Bachelor’s degree in accounting or related subject matter.
• CPA designation required.
• 7+ years of experience in a similar tax role; background in public accounting preferred.
• Proficiency with tax forms: 1040, 1041, 1065, 1120, 706, payroll tax forms, and the Maryland Personal Property Tax Return.
• Knowledge of CCH ProSystem Access and BNA Income Tax Planner.
• Proficiency in Microsoft Office Suite.
• Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment.
• Excellent written and verbal communication skills, with significant client contact.

Skills

• Strong work ethic and self-motivation.
• Collaborative interpersonal skills.