Tax Accountant - Baltimore, United States - Four Squared Solutions

Four Squared Solutions
Four Squared Solutions
Verified Company
Baltimore, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter


Description

Tax Accountant


Four Squared Solutions is seeking a Full Time Tax Accountant - High Net Worth Individuals in the greater Baltimore, MD area.


Overview:

Responsibilities:


Tax Planning:

Develop and implement comprehensive tax strategies tailored to meet the unique needs and objectives of high net worth individuals.

This includes analyzing financial data, evaluating tax implications of various transactions, and identifying opportunities for tax optimization.

Tax Compliance:

Prepare and review complex tax returns for high net worth individuals, ensuring accuracy, compliance with relevant regulations, and optimization of available deductions and credits.

Stay abreast of changes in tax laws and regulations to ensure compliance and minimize tax liabilities.

Client Management:

Build and maintain strong relationships with high net worth clients, serving as a trusted advisor on all tax-related matters.

Provide proactive guidance and recommendations to help clients achieve their financial goals while minimizing tax burdens.

Tax Research:

Conduct thorough research on tax issues and developments relevant to high net worth individuals, providing insights and recommendations to clients and internal stakeholders.

Stay updated on industry trends and best practices to enhance service delivery.

Collaboration:

Work closely with other members of the tax team, as well as professionals from other departments such as wealth management, legal, and financial planning, to deliver comprehensive solutions that address clients' overall financial needs.


Documentation and Reporting:
Maintain accurate records and documentation related to client tax matters. Prepare detailed reports and analyses for clients, management, and regulatory authorities as required.


Qualifications:

Bachelor's degree in Accounting, Finance, or related field.

CPA designation preferred.

Minimum 4-5 + years of Public Accounting Exp. (Corps, Partnerships, Individuals/HNWIs, etc.)

In-depth knowledge of federal, state, and local tax laws and regulations.

Strong analytical skills and attention to detail, with the ability to interpret complex financial data.

Excellent communication and interpersonal skills, with the ability to effectively interact with clients and colleagues at all levels.

Proficiency in tax preparation software and Microsoft Excel.

Ability to prioritize and manage multiple tasks in a fast-paced environment while meeting deadlines.

Commitment to continuous learning and professional development in the field of taxation.


Benefits:

Competitive salary commensurate with experience.

Comprehensive benefits package including health insurance, retirement plans, and paid time off.

Opportunities for professional growth and advancement within the organization.

A collaborative and supportive work environment with a focus on teamwork and employee well-being.

Join our team and make a meaningful impact on the financial success of high net worth individuals through strategic tax planning and compliance expertise


Physical Requirements:

  • Valid driver's license required. Must reside within the geographic area of the assigned area. This position requires regular business travel mostly by car within a set geographic region.
  • Ability to carry and transport professional sales samples and literature.
  • Must be able to lift up to 25 lbs. as needed
  • Frequent talking, hearing, visual acuity (detail/accuracy), and repetitive motion
Other duties


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice.

About Four Squared Solutions, LLC

Affirmative Action/EEO statement

EEO Employer:
Four Squared Solutions is an equal employment opportunity/affirmative action employer.

In this regard, it does not discriminate against any qualified individual on the basis of sex, race, color, national origin, religion, sexual orientation, age, marital status, mental, physical or sensory disability, or any other classification protected by applicable local, state, federal, and/or international law.


Four Squared Solutions also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and an E-Verify employer.


Pay:
$100, $120,000.00 per year


Experience:


  • Public accounting: 4 years (required)

License/Certification:

  • CPA (preferred)

Ability to Commute:

  • Baltimore, MD (required)

Ability to Relocate:

  • Baltimore, MD: Relocate before starting work (required)

Work Location:
In person

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