Tax Accountant – Job Position

Tax Accountant Job Description

We don’t hire often but when we do it’s the opportunity of a lifetime! We offer a competitive salary and provide a strong work/life balance!

 

Taylor & Company LLC – 2023 Baltimore’s Best Tax Preparer – is seeking a Tax Accountant to join our team. Founded in 1998 by Principal Tom Taylor, CPA/PFS, our culture focuses on a true work-life balance with understanding and flexibility around family life and work-life responsibilities.  We are a small business with a total of 11 employees.  

Taylor & Company LLC provides tax and advisory services, accounting and bookkeeping as well as payroll services, to a broad range of individuals and private small and medium size businesses in diverse industries.  This position requires a confident, organized person who is professional with very strong communication skills, both oral and written, that understands and enjoys the dynamics of client service. 

Taylor & Company is the tax division of our parent company, Chesapeake Financial Advisors. Chesapeake Financial Advisors was voted 2023 Best of Baltimore by the Baltimore Sun. Chesapeake Financial Advisors is an independent fee-only fiduciary advisory firm headquartered in Towson, MD with satellite offices in Columbia, MD, and Frederick, MD. This opportunity is for our Towson office with a hybrid work environment. 

We value our relationships with each other and our clients, delivering white-glove service to every interaction. We put our clients’ needs above our own. We help individuals and multi-generational families with financial planning, investment management, and tax planning and tax preparation.  We make our clients’ lives easier and create peace of mind as the financial leader in their lives.

Position Overview:

As a Tax Accountant, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning and the preparation of supporting work needed for tax related projects.  You will work with a variety of entities such as corporations, partnerships, estates, trusts and individuals.  You will be exposed to a variety of industries as our clients consist of multiple industries and services.  Procedures may range from reviewing computer input to working on a tax return from start to finish.  You will work closely with the Tax Manager and will also work with the Financial Advisors as needed. Salary range is $60,000 to $70,000.

 

Responsibilities:

• Responsible for data input, identify and resolve technical tax issues and assist in the preparation of tax preparation
• Respond to inquiries from the IRS and other taxing authorities
• Identify, research and assess various tax issues while also providing information to the Tax Manager
• Collaboratively work with client team members while building rapport and strong client relationships
• Develop, analyze and present strategic tax plans to clients

 

Education/Experience:

• Recent graduate with strong internship experience in tax and accounting with desire to obtain CPA will be strongly considered
• No degree but Enrolled Agent or Enrolled Agent Candidate with 1 or more passed parts will be strongly considered
• 1+ years of tax accounting experience; experience in individual, estate or trust returns and business returns a plus

 

Skills & Knowledge:

• A critical thinker and problem solver that is detailed and process oriented
• Effective written and verbal communication skills
• Ability to self-check work for accuracy
• Excellent research and writing skills
• Ability to recognize and actively seek on the job learning to understand the role and responsibilities
• Ability to think independently
• Microsoft Office experience is required

 

Benefits:

• Company paid health, dental and vision insurance
• 401k and match at 3% of compensation
• Complimentary financial advising and tax return preparation 
• Discretionary annual profit sharing  
• Short-term and long-term disability and life insurance  
• Health savings account
• Quarterly Freedom Days
• Sabbatical Opportunities

 

References:  Please send references available upon request.

Background Check:  We do perform a background check.

 

Apply Now