Job description

Tax Professional/Financial Planner

Robert Cardoni, Financial Advisor

6011 University Blvd. Ellicott City, MD 21043

(410) 290-1545 Option 2 for Scott Cannon

Summary

Our team works with individuals, families, professionals, and businesses in our local Howard County community, as well as across the country.

Candidate must possess individual income tax preparation and review skills as well as an interest in personal financial planning with a goal of becoming a licensed financial advisor.

Chesapeake Tax Services, LLC provides tax preperation services for clients of Chesapeake Wealth Advisors, LLC.

Chesapeake Wealth Advisors, LLC manage over $140,000,000 of client’s assets utilizing Raymond James Financial Services as thier broker/dealer

Chesapeake Tax Services and Chesapeake Wealth Advisors has been built on over forty-seven years of tax and financial planning relationships of Robert Cardoni, CPA

Candidate must possess individual income tax preparation and review skills as well as an interest in personal financial planning with a goal of becoming a licensed financial advisor.

Duties and Responsibilities:

Tax Services:

• Develop data base for tax clients. We will be setting up a storage application program for client data including prior tax filings.
• Assist in 2021 tax preparation services. This may involve some data entry time, but mostly reviewing of tax returns prepared by other staff.
• Coordinate various administrative aspects of our tax firm including e-filing aspects of tax preparation, continuing education for staff, developing a quarterly newsletter and updating our website.
• Evaluate and implement various tax software programs for the firm as well as maintaining updates.

Financial Advisory Services:

• Gain appointment to Raymond James Financial Services, Inc.as a sales assistant.
• Interface with other financial advisory associates at our firm and provide tax compliance to strategies being recommended to clients
• Develop a working knowledge of investment products including equity, fixed income and alternative investments and assist in the evaluation of various products from a tax perspective
• Become familiar with investment planning software programs

Skills Needed / Desired:

• Strong time management, organizational skills; able to effectively prioritize/multi-task
• Ability to work independently as well as cohesively with Financial and Tax Professionals
• Must maintain a high level of confidentiality
• Have a client-focused, helpful attitude

Requirements:

• College graduate with a preferred 3-5 years of work experience
• CPA and/or CFP designations preferred
• Knowledge of tax preparation software and e-filing

• Desire to grow your career in the industry.

Job Type: Full-time

Pay: $80,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Bachelor's (Preferred)

Experience:

• Individual Tax Return: 3 years (Required)

License/Certification:

• CPA or CFP designations (Required)

Work Location: Hybrid remote in Ellicott City, MD 21043

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