Senior Tax Associate
landing pointBethesda, MD
$110,000 per year
Apply nowSenior Tax Associate
L5
landing pointBethesda, MDyesterday
$110,000 per year
Company Overview:
An independent RIA firm specializing in investment management and wealth planning is seeking to expand its tax practice. The firm is adding a Senior Tax Associate to its DC-area team to support its growing client base of high-net-worth individuals and families.
Job Responsibilities:
Prepare and review federal and state returns for individuals (1040), partnerships (1065), and S-Corps (1120-S) Handle quarterly estimates, extensions, and tax projections for HNW clients Work with wealth advisors on tax-efficient planning, including business-owner, exit, and gifting strategies Respond to IRS and state notices and correspondence Help onboard newly acquired client relationships onto the firm's tax platform Use and help refine the firm's new AI-driven tax prep workflow Mentor and review the work of junior staff as the team grows
Qualifications:
2-6 years of tax compliance experience in public accounting, a family office, or a wealth management firm Strong 1040/1065/S-Corp generalist background with HNW clients CPA or EA, or actively pursuing one, preferred Trust and estate (1041/706/709) experience a strong plus Experience with AI tax prep tools a major plus Proficiency in CCH Axcess or similar tax software; strong Excel skills DC-metro based, or willing to be, with at least 2 days a week in office
Compensation: Salary: $110,000 - $150,000, Plus Bonus
Apply now
Level
SeniorL5
Salary
$110,000 per year
Location
Bethesda, MD
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
yesterday
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