Tax Senior

Tax Senior – Private Client Services

Location: Bethesda, MD / Washington, DC Metro Area
Work Arrangement: Hybrid – Minimum 3 Days per Week
Employment Type: Full-Time

About the Opportunity

Our client, a well-established national accounting, tax, and advisory firm, is seeking an experienced Tax Senior to join its growing Private Client Services practice.

This is an excellent opportunity for a public accounting tax professional who enjoys working with high-net-worth individuals, families, closely held businesses, and complex pass-through entities. The role offers exposure to sophisticated tax matters while providing the opportunity to continue developing technical, client-facing, and leadership skills.

What You'll Do

• Prepare and review complex federal and state tax returns for high-net-worth individuals and privately held entities

• Work with individual, partnership, S corporation, trust, estate, and gift tax matters

• Support tax planning and consulting engagements involving income tax, estate and gift planning, and wealth transfer strategies

• Work with clients that may have multiple entities, investments, and high volumes of K-1s

• Research technical tax issues and assist with developing practical recommendations for clients

• Communicate directly with clients to gather information, answer questions, and support ongoing tax planning

• Coordinate with managers, directors, and partners on complex client engagements

• Assist with the review and development of junior tax professionals

• Stay current on changes in federal and state tax law

What We're Looking For

• Bachelor's degree in Accounting

• Progressive tax experience within public accounting

• Experience working with high-net-worth individuals, private clients, family offices, and/or closely held businesses

• Strong experience with individual and pass-through taxation

• Exposure to trusts, estates, gift tax, and/or wealth planning

• Ability to work with complex, multi-entity client structures

• Strong technical, analytical, and organizational skills

• Comfortable communicating directly with clients

• Ability to manage multiple engagements and deadlines in a fast-paced public accounting environment

• CPA or EA credential, or progress toward professional certification, strongly preferred

• Ability to work in the office a minimum of three days per week

• Must be authorized to work in the United States on a full-time basis without current or future sponsorship

Why Consider This Opportunity?

You'll join a growing private client practice with access to sophisticated clients and complex tax work while continuing to build your career within a large, nationally recognized accounting and advisory organization.

The firm offers comprehensive benefits, professional development opportunities, retirement benefits, paid time off, and performance-based bonus opportunities.