Senior Tax Consultant

2 weeks ago


Rockville, Maryland, United States Cordia Resources by Cherry Bekaert Full time

Cordia Resources by Cherry Bekaert is collaborating with a distinguished wealth management and tax advisory firm that is committed to delivering exceptional services to middle-market clients. As they broaden their operations, they are in search of a Senior Tax Consultant to oversee their tax division.

Position: Senior Tax Consultant
Work Arrangement: On-Site/Hybrid
Compensation: $150,000 - $175,000 along with performance bonuses
Employment Type: Permanent

Primary Responsibilities:

  • Preparation of federal income tax filings for individuals and estates (1040 & 1041).
  • Preparation of state individual income tax filings across all 50 states.
  • Conducting tax research and strategic planning.
  • Advocacy with the IRS and state authorities.
  • Management and supervision of the tax team.
  • Performing management-level reviews of tax returns prepared by team members.
Qualifications:
  • Valid CPA license.
  • Proficiency in Lacerte software.
  • Previous experience in managing a team of CPAs.
  • In-depth knowledge of 1040s and 1041s for middle-market clients, including moderately complex returns (rentals, K-1s, etc.).
  • Capability to collaborate effectively with the leadership team.
  • Excellent communication and leadership abilities.
Cordia by Cherry Bekaert: A prominent national recruiting and staffing agency that is part of the Advisory services of Cherry Bekaert. Based in the Washington, DC area, we prioritize building robust relationships with employers and job seekers, as we are dedicated to creating new career opportunities and assisting our clients in their growth. Cordia Resources by Cherry Bekaert is committed to diversity, inclusivity, and belonging in its hiring practices. All qualified candidates are encouraged to apply regardless of race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

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