Senior Tax Advisor

As a Senior Tax Advisor, you will work closely with the BWFA tax team to deliver comprehensive tax planning to our clients. This role involves preparing and reviewing individual tax returns and supporting clients with year-round tax guidance. You will also assist in client meetings, collaborate across departments, and contribute to the development of customized tax strategies aligned with clients' financial goals.

Responsibilities

• Work with the tax department to prepare and review tax returns.
• Provide timely, high-quality customer service to all clients.
• Recognize and identify opportunities to increase the level and types of services to clients.
• Handle complex client tax questions and work with clients to collect necessary information for tax return completion and compliance.
• Meet with clients to provide comprehensive tax advice, aligning their BWFA financial plan and investment strategy.

Qualifications

This position offers a competitive salary within a predetermined range consistent with our internal compensation guidelines. In accordance with Maryland law, the specific wage range, benefits, and additional compensation will be provided upon request or during the hiring process.

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