Alpha Hire is working with a client to hire a highly skilled Tax Advisor who will support clients with high-quality tax preparation and planning services. In this role, you’ll collaborate closely with the clients tax and financial planning teams, helping clients navigate complex tax matters with accuracy, confidence, and clarity.
This position is ideal for someone with a strong foundation in public accounting and taxation who thrives in a client-focused environment and is motivated by delivering value beyond compliance.
Key Responsibilities:
Collaborate with the tax department to prepare and review individual, trust, partnership, corporate, and payroll tax returns
Deliver timely, accurate, and high-quality service to clients
Identify and suggest opportunities to expand and deepen client relationships through additional service offerings
Handle client inquiries and tax-related questions professionally and clearly
Gather and organize client documentation to ensure accurate tax return preparation and regulatory compliance
Minimum Qualifications:
Education: Bachelor’s Degree in Accounting or related field
Experience: 3+ years in Public Accounting with a focus on tax
Tax Forms: Experience preparing/reviewing forms 1040, 1041, 1065, 1120, payroll tax forms, and Maryland Personal Property Tax Return
Software: Proficiency with CCH ProSystem FX and QuickBooks
Skills:
Strong attention to detail and accuracy
Ability to manage multiple deadlines and tasks under pressure
Excellent verbal and written communication skills
Strong client service orientation
Preferred Qualifications:
Strong technical expertise in tax preparation and review
Experience with a national or large regional accounting firm is a plus
Master’s in Taxation preferred, but not required
CPA designation preferred
EA (Enrolled Agent) designation preferred
CFP (Certified Financial Planner) preferred
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