This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. CPA firm seeking a Tax Manager to join our growing Private Client Services practice.
Numbers & Facts
Location
Bethesda, MD
Job Type
Full-time
Salary
$125,000–$195,000 Per Year
Description
CPA firm seeking a Tax Manager to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses.
Job Responsibilities
Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns.
Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes.
Manage, mentor, and develop tax supervisors and staff; review work and provide technical guidance.
Qualifications
Active CPA license or Enrolled Agent (EA) credentials required.
7+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
Technical expertise in individual, partnership, trust, and estate taxation.