Woods Financial Services, LLC · 2 weeks ago
Senior Tax Associate
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $95K/yr
5+ years expWoods Financial Services is a well-established financial services firm dedicated to modernizing client service. The role involves delivering exceptional tax services, preparing and reviewing complex tax returns, and collaborating with team members to enhance client relationships and workflows.
AccountingAdviceBookkeeping and PayrollFinancial ServicesProfessional Services
Responsibilities
Preparing complex individual and entity tax returns and supporting workpapers (multi-state, consolidated, high-net-worth, etc.)
Reviewing tax returns and workpapers prepared by junior staff
Reviewing client-provided financial statements and recording adjusting and tax journal entries as needed to finalize returns
Coordinating client requests and deliverables while building strong, trusting client relationships
Assisting with IRS and state correspondence as needed
Supporting year-end tax planning and tax projections for clients
Collaborating with firm leadership and team members to improve workflows and client service
Qualification
Required
Eligibility and willingness to pursue CPA required if not already obtained
Strong knowledge of individual and corporate tax law
5+ years of recent tax preparation experience in public accounting
Preferred
Bachelor's degree in Accounting or a related field
CPA or EA license
1–2+ years of recent tax return review experience
Benefits
Three weeks PTO per year (additional week of sick time)
15 days of holiday-related firm closure annually, plus two days off after the 4/15 deadline
Nationwide health insurance plan premiums
Short and long-term disability and life insurance
401(k) with employer match
Four day workweeks between Memorial Day and Labor Day with the expectation of overtime during tax season
100% remote work environment, with hybrid or in-person option for candidates located in the Towson, MD area
CPE/continuing education expense reimbursement
Company
Woods Financial Services, LLC
Woods Financial Services LLC is a CPA and financial planning firm in Towson, MD providing individuals and small businesses with sensible and relevant financial and tax advice.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Brian Woods
Head of Tax Advisory and Financial Planning
Company data provided by crunchbase