- Process Tax Returns: Collect and organize data from clients, extract information from source documents, and input pertinent information onto federal and state tax forms using ProSeries software.
- Data Entry: Create spreadsheets in Excel to compile and reconcile client data.
- Tax Research: Research and apply tax codes based on federal and state requirements.
- Clients Communication: Contact clients for missing information and provide instruction on completing the filing process for federal and state returns.
- Educational Background: Candidate or Graduate with Accounting Major.
- Skills: Ability to multi-task, desire to learn software programs, IRS and state tax return filing requirements, detail-oriented, good communication and interpersonal skills, knowledge of accounting and tax software.
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Sr. Financial Planner and Investment Advisor
2 days ago
First Financial Federal Credit Union of Maryland Lutherville-Timonium Full timeJob Description · Senior Financial Planner and Investment Advisor Job Title located at FDI, Lutherville Timonium Branch. · We are seeking a Senior Financial Planner and Investment Advisor to join our team. This is an exempt position that offers the opportunity to work a hybrid sc ...
Tax Intern - Lutherville-Timonium - First Financial Federal Credit Union of Maryland
1 week ago
Description
Job Title: Tax Intern
A challenging opportunity has arisen for a motivated and detail-oriented individual to join our team as a Tax Intern. As a member of our Financial Dimensions, Inc. department, you will have the opportunity to work on a variety of tax-related tasks and develop your skills in a fast-paced environment.
Responsibilities:
Requirements:
About Us:
We are an Equal Opportunity employer with a strong commitment to hiring for our mission and diversifying our staff. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, marital status, protected veteran status or any other factor protected by law.
Estimated Salary: $45,000 - $60,000 per year
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Sr. Financial Planner and Investment Advisor
Full time First Financial Federal Credit Union of Maryland- Lutherville-Timonium