YHB | CPAs & Consultants · 21 hours ago
Tax Associate / Senior Associate
Owings Mills, MD
Full-time
Hybrid
Entry, Mid, Senior LevelYHB | CPAs & Consultants is a dynamic firm that emphasizes relationships between teams and clients. The Tax Associate/Senior Associate will utilize their accounting and tax knowledge to assist clients with tax compliance and provide excellent client service while also participating in personal and professional development activities.
AccountingComplianceConsultingWealth Management
Responsibilities
Possess an intermediate level of understanding in accounting and tax concepts
Gain familiarity and develop proficiency with relevant firm technical resources and computer applications; demonstrate effective use of these resources
Follow established tax procedures, such as document organization, workpaper presentation, and workflow protocol
Demonstrate a commonsense approach to problem solving, clearly identify issues and/or problems as they arise, and propose solutions to in-charge staff, as appropriate
Listen carefully to instructions to develop a sound understanding of the assigned tasks, take notes, ask questions, and seek clarification of instructions and assignments
Possess sufficient skills to navigate within the tax software
Possess fundamental tax compliance skills and knowledge to complete Level 2 federal and state tax forms for individuals and business engagements
Organize and reference tax file workpapers. Be able to follow and understand prior year workpapers and returns and prepare current year tax workpapers
Demonstrate ability to complete specific tasks, reports, and other deliverables within assigned timeframes and budgets. Communicate perceived obstacles for completion to in-charge staff as soon as possible
Clear any review comments noted by the person-in-charge
Initiate and respond to suggestions to improve work quality and efficiency
Communicate with others in a tactful and business-like manner
Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress
Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff
Demonstrate efforts to gain an understanding of the client (rather than just copying workpapers) through inquiry, observation, and study as well as interaction with in-charge staff and others at YHB
Be responsive to the need to meet client expectations, deadlines, and be flexible as much as possible in assisting the team to meet these expectations and deadlines
Display confidence in expressing ideas and proposed solutions
Initiate communication with Supervisors and circle leaders to determine job responsibilities (ie. equipment responsibilities, dress code, and basic understanding of client) prior to arrival
Maintain the complete confidentiality of all client and firm information
A commitment to respond to clients within 24 hours
Represent YHB to clients in a professional manner, adhering to YHB standards
Maintain daily time entry for accurate reporting firm wide
Learn and demonstrate knowledge in the YHB’s service capabilities
Recognize the need to expand our practice and that all team members can participate in the process
Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization
Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm
Follow YHB’s time reporting requirements including timely entry of weekly time for payroll and billing purposes
Prepare for and complete the CPA exam
Demonstrate active involvement in self-improvement activities, including the awareness and development of their functional and industry specialization
Take responsibility for attaining chargeable hour requirements
Initiate and respond to suggestions to improve work quality
Actively participate in self-development activities such as reading technical information, interacting with firm leaders, and maintaining minimum standards for firm professional licensing/continuing education requirements
Solicit overall performance feedback on assigned areas from Supervisors and Managers
When not assigned to an engagement, actively seek chargeable work from Supervisors and Managers
During periods of non-billable time, seek out value-added projects such as writing newsletters, marketing activities, or research projects
Set challenging goals and be receptive to goals set by their circle leaders
Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB
Demonstrate an increasing ability to work through challenging tasks, however, still seeking guidance and input from in-charge staff to maintain efficiency
Honestly assess your own performance upon completion of engagement or assignments
Gain understanding of department goals and responsibilities
Understanding the role of Supervisor and working to expand roles and responsibilities to that level
Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required
Participate in staff recruiting activities, including campus visits, internship, externship, etc. when it does not interfere with client work
Use peers as a resource for personal development and information sharing
Provide feedback during annual upward evaluations
Understand the importance of cooperation and teamwork. Demonstrate this understanding by maintaining positive working relationships with firm leaders, clients, and other team members, which requires an attitude of helpfulness, a focus on team success, and the consideration of ideas from others
Qualification
Required
Bachelor's degree in accounting or a relevant field required or equivalent combination of education and work experience
A dedication to teamwork and leadership
Effective verbal and written communication skills
Ability to handle multiple tasks simultaneously
Possesses a high level of integrity and ability to respect confidentiality
Enthusiastic and self-motivated
Demonstrated time and work management skills necessary to manage a complex workload
Possess an intermediate level of understanding in accounting and tax concepts
Gain familiarity and develop proficiency with relevant firm technical resources and computer applications; demonstrate effective use of these resources
Follow established tax procedures, such as document organization, workpaper presentation, and workflow protocol
Demonstrate a commonsense approach to problem solving, clearly identify issues and/or problems as they arise, and propose solutions to in-charge staff, as appropriate
Listen carefully to instructions to develop a sound understanding of the assigned tasks, take notes, ask questions, and seek clarification of instructions and assignments
Possess sufficient skills to navigate within the tax software
Possess fundamental tax compliance skills and knowledge to complete Level 2 federal and state tax forms for individuals and business engagements
Organize and reference tax file workpapers. Be able to follow and understand prior year workpapers and returns and prepare current year tax workpapers
Demonstrate ability to complete specific tasks, reports, and other deliverables within assigned timeframes and budgets. Communicate perceived obstacles for completion to in-charge staff as soon as possible
Clear any review comments noted by the person-in-charge
Initiate and respond to suggestions to improve work quality and efficiency
Communicate with others in a tactful and business-like manner
Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress
Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff
Demonstrate efforts to gain an understanding of the client (rather than just copying workpapers) through inquiry, observation, and study as well as interaction with in-charge staff and others at YHB
Be responsive to the need to meet client expectations, deadlines, and be flexible as much as possible in assisting the team to meet these expectations and deadlines
Display confidence in expressing ideas and proposed solutions
Initiate communication with Supervisors and circle leaders to determine job responsibilities (ie. equipment responsibilities, dress code, and basic understanding of client) prior to arrival
Maintain the complete confidentiality of all client and firm information
A commitment to respond to clients within 24 hours
Represent YHB to clients in a professional manner, adhering to YHB standards
Maintain daily time entry for accurate reporting firm wide
Learn and demonstrate knowledge in the YHB's service capabilities
Recognize the need to expand our practice and that all team members can participate in the process
Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization
Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm
Follow YHB's time reporting requirements including timely entry of weekly time for payroll and billing purposes
Prepare for and complete the CPA exam
Demonstrate active involvement in self-improvement activities, including the awareness and development of their functional and industry specialization
Take responsibility for attaining chargeable hour requirements
Initiate and respond to suggestions to improve work quality
Actively participate in self-development activities such as reading technical information, interacting with firm leaders, and maintaining minimum standards for firm professional licensing/continuing education requirements
Solicit overall performance feedback on assigned areas from Supervisors and Managers
When not assigned to an engagement, actively seek chargeable work from Supervisors and Managers
During periods of non-billable time, seek out value-added projects such as writing newsletters, marketing activities, or research projects
Set challenging goals and be receptive to goals set by their circle leaders
Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB
Demonstrate an increasing ability to work through challenging tasks, however, still seeking guidance and input from in-charge staff to maintain efficiency
Honestly assess your own performance upon completion of engagement or assignments
Gain understanding of department goals and responsibilities
Understanding the role of Supervisor and working to expand roles and responsibilities to that level
Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required
Participate in staff recruiting activities, including campus visits, internship, externship, etc. when it does not interfere with client work
Use peers as a resource for personal development and information sharing
Provide feedback during annual upward evaluations
Understand the importance of cooperation and teamwork. Demonstrate this understanding by maintaining positive working relationships with firm leaders, clients, and other team members, which requires an attitude of helpfulness, a focus on team success, and the consideration of ideas from others
Preferred
Accounting course work and credit hour requirements (150) to achieve the CPA certification preferred
Benefits
Market-competitive salary with performance-based bonuses.
Retirement savings plan with a 401(k) & profit-sharing plan.
Health, dental, and vision insurance.
Wellness programs and employee assistance programs (EAP).
Paid parental leave and family support.
Learning and development opportunities.
Tuition reimbursement.
CPA exam support, certification reimbursements, and mentorship programs.
Internal promotions and career pathing opportunities.
Generous paid time off (PTO) and holidays.
Flexible work arrangements (hybrid/remote options available).
Collaborative and inclusive work environment.
Employee resource groups and diversity initiatives.
Social events, team-building activities, and volunteer opportunities.
Company
YHB | CPAs & Consultants
We Are All About You That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work.
Founded in 1947
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jeremy Shen
Chief Strategy Officer
Recent News
2025-07-30
EIN Presswire
2025-06-25
2025-04-04
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