Accountant Job at Connect Wealth in Annapolis

Position Overview

We are seeking a detail-oriented and motivated Accountant with a CPA or EA license, or at least 3–5 years of strong accounting experience. This is a highly visible role that will not only support our wealth management services through tax preparation and accounting expertise but will also take the lead in growing and shaping our tax division. The ideal candidate will be entrepreneurial, forward-thinking, and eager to develop new systems, client relationships, and growth opportunities within the firm’s tax practice.

About Us

Connect Wealth is dedicated to helping clients simplify their financial lives to focus on what truly matters. Authenticity, trust, and teamwork are our core values, guiding our commitment to transparent and ethical financial practices. We work to build lasting relationships with our clients to help them plan and reach their financial and life goals.

Location: Annapolis, MD (On-site with one remote day per week)

Salary: $65,000–$125,000 plus bonus and commission (based on experience and credentials)

Responsibilities

• Prepare and review individual and business tax returns
• Support wealth advisors with proactive tax planning and accounting insights
• Collaborate with the operations team to streamline accounting processes
• Ensure compliance with applicable accounting standards and tax regulations
• Assist in audits and provide documentation as required
• Deliver timely and professional communication with clients and colleagues
• Take initiative to lead, grow, and oversee the development of the tax division

Qualifications

• CPA or EA designation preferred (or actively pursuing CPA)
• 3–5 years of progressive accounting experience if not a CPA or EA
• Strong knowledge of tax preparation and accounting software (Drake, QuickBooks, Excel, etc.)
• Excellent organizational skills and attention to detail
• Ability to manage multiple priorities and meet deadlines
• Strong communicator and collaborative team player
• Entrepreneurial mindset with leadership potential
• Commitment to client service and integrity

Why Join Us?

At Connect Wealth, you’ll join a close-knit team that values authenticity, collaboration, and professional growth. You’ll have the opportunity to:

• Play a pivotal role in shaping and leading our tax division
• Directly impact clients’ financial well-being through comprehensive planning
• Grow in a supportive environment that balances structure with flexibility

How to Apply

Please upload your resume and a brief cover letter when applying via LinkedIn.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance