What are the responsibilities and job description for the Tax Advisor position at GemHarvest?
Tax Advisor
Boutique Wealth Management Firm
Ellicott City, MD
Overview
Well established, highly profitable Boutique Wealth Management firm serving high net worth and ultra high net worth clientele seeks a Tax Advisor to advise clients on a variety of tax issues, and review sophisticated client tax returns.
Highlights
- Liaise with trusted and professional Financial Advisory team to advise closely held high net worth and business clientele from diverse industries on tax matters
- Participate in the growth of a highly profitable independent RIA by reviewing, planning, and preparing tax returns and compliance-related matters
- Strong culture of teamwork, integrity, work-life balance and personal and professional development
- Competitive compensation package including benefits and bonuses
Requirements
- Bachelor’s Degree in Accounting or related field
- 2 years of experience in Public Accounting with an emphasis in taxation
- CPA license or EA certificate preferred
- Track record of professionalism and attention to detail
- Familiarity with tax forms and Maryland Personal Property Tax Return
- Preferably proficient in CCH ProSystem FX, Quickbooks
Job Type: Full-time
Pay: $80,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Experience:
- Public accounting: 2 years (Required)
License/Certification:
- CPA (Preferred)
Work Location: In person
Salary : $80,000 - $110,000
