THE FIRM

Woods Financial Services is a well-established financial services firm breaking into the modern world of remote employment. We’re a strong team of five, unique in who we are, each contributing our individual greatness to the success and support of firm goals. Our vibe is motivated but casual, hard-working but inspired. We champion diversity and are committed to creating an environment where growth is a priority. Professional advice and service is only valuable if it is delivered in a timely manner. We understand our impact has everything to do with our ability to stay on task, meet deadlines, and simplify our clients’ financial lives. We value hard work, but never push to burnout. Above all, we care about our clients, and their success is our focus.

THE PRO

For this role, we’re looking for a tenacious tax prep titan with solid review experience and a heart for our clients' success. Your years of experience are clear in your maturity serving clients, as well as collaborating with your co-workers. If there’s something you don’t know, we’re happy to teach, but you must be eager to learn. You’re laid back and roll with challenges as they arise, taking direction and directing as the situation dictates. You’ll be our first remote employee, excited to lead the charge for the firm. You take pride in what you’re given and ideate with us on how else you can help. You’re well put together, a solid communicator, and realize your energy and input has a direct impact on the culture and growth of our firm. 

THE ROLE

• Prepare complex individual and entity tax returns and supporting workpapers (multi-state, consolidated, high net worth, etc.)

• Review returns and workpapers prepared by junior tax staff

• Review client-provided financial statements and record adjusting and tax journal entries as necessary to finalize for tax preparation

• Coordinate client requests and deliverables, while building trusting relationships, with the opportunity to develop into a management role

• Assist with IRS and state correspondence as needed

• Year end tax planning and tax projections for clients

EXPERIENCE

• Bachelor's Degree in Accounting or a related field preferred

• CPA or EA license preferred, or eligibility and willingness for CPA required if not already obtained

• Extensive knowledge in individual and corporate tax law

• 5+ years of recent tax preparation experience in public accounting required

• 1-2+ years of recent experience reviewing tax returns preferred

PERKS

• Annual salary: $80,000-95,000 per year depending on experience

• Three weeks PTO per year

• 15 days of holiday-related firm closure annually, plus two days off after the 4/15 deadline

• Subsidy toward our nationwide health insurance plan premiums

• Short and long-term disability and life insurance

• 401(k) plan beginning in 2024

• Tax season hours: Weekdays 9-5, Saturdays 9-3… Yes, you read that correctly! Any additional hours that may be needed are based on workload, but our goal is not to burn any of us out :)

• NO time tracking! 

• Four day workweeks between Memorial Day and Labor Day

• 100% remote work environment, with hybrid or in-person option for candidates located in the Towson, MD area

• CPE/continuing education expense reimbursement