Attorney in Baltimore, MD

3 views

In-House

Baltimore, MD

Attorney in Baltimore, MD

Non-practicing Attorney

Min 3 yrs required

No

Job Title:
Tax Senior - Private Wealth

Job Responsibilities:
As a Tax Senior in the Private Wealth Tax practice at the company, the individual will be tasked with performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns. The role includes preparing for and assisting in client meetings on compliance and consulting projects focused on tax planning opportunities and understanding the tax implications of transactions for clients. The professional will be responsible for delivering compliance and consulting services to individual clients, including their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while also providing solutions to complex tax issues.

Education and Experience Information:
- A Bachelor’s degree in accounting, finance, or another business-related field is required.
- The candidate must have 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns.
- Experience in reviewing trust documents is necessary.
- The candidate must possess excellent technology skills (specifically in Microsoft Excel and compliance software), research capabilities, and strong writing skills.
- The ability to travel up to 25% is required, based on the work performed and the clients and industries/sectors served.
- The candidate must have one of the following active accreditations obtained, in process, or be willing and able to obtain: Licensed CPA in the state of practice/primary office if eligible to sit for the CPA, Licensed attorney, or Enrolled Agent.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are required.
- An advanced degree such as MST, JD, or LLM is preferred.
- Prior experience in a Big 4 accounting firm is advantageous.
- Strong communication, interpersonal, and organizational skills are preferred.
- Strong analytical and communication skills, with the ability to articulate conclusions, planning opportunities, and risks identified through research projects, are preferred.

Salary Information:
The wage range for this role considers various factors in making compensation decisions, including skill sets, experience, training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. A reasonable estimate of the current range is $66,570 to $151,580. The candidate may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including individual and organizational performance.

Jun 12, 2025
May 28, 2025
Apply for this Attorney in Baltimore, MD job

Upload Resume:

Apply Later
Email   |   Print

Similar Jobs

The #1 legal job board in the United States year after year!

Tell us where to send your access instructions:

paywall sign up popp