Wealth Management Tax Advisor, CPA

Recruiting Partner: Melisa Zucaro

Baltimore, Maryland | Finance | Not Remote | $130,000 to $170,000 | Job ID: 151751

Job Summary

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Wealth Management Tax Advisor, CPA

Our client is looking for an experienced and driven Wealth Management Tax Advisor to add to their team of professionals. The firm thrives on community involvement, enjoying outdoor adventures, and giving back through volunteer work.

In this role, you’ll provide exceptional client service by managing the preparation and review of tax returns, engaging in forward-thinking tax strategies, and supporting both clients and colleagues with complex tax matters.

Wealth Management Tax Advisor Benefits and Compensation

  • Competitive PTO plan.
  • Comprehensive 401(k) retirement plan.
  • Medical, vision, and dental coverage.
  • Bonus eligibility based on performance.
  • Salary range of $130k-170k, DOE.

Wealth Management Tax Advisor Responsibilities and qualification

  • CPA Certification required.
  • A minimum of 6 years of relevant tax experience in public accounting.
  • Prepare and review personal, fiduciary, and business income tax returns while mentoring staff on tax-related topics.
  • Partner with clients and colleagues to deliver strategic tax planning solutions.
  • Generate tax projections and consult on sophisticated tax issues.
  • Manage correspondence with tax authorities and foster client relationships.
  • Build rapport with new and existing clients, demonstrating a deep understanding of their needs.
  • Balance multiple client engagements, production goals, and deadlines effectively.
  • Analyze and interpret the U.S. tax code, providing clear guidance to clients.
  • Conduct in-depth tax research and communicate findings to both clients and staff.
  • Collaborate with colleagues on projects and provide constructive feedback through regular reviews.
  • Bachelor’s degree in Accounting or Finance.
  • Proven track record of preparing both individual and entity tax returns.
  • Highly motivated, team-oriented professional with a willingness to go the extra mile during peak times.

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

 

JOB ID: 151751

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Melisa Zucaro

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Additional Information

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

Goodwin Recruiting

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Additional Information

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

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