Tax Senior; High-Net-Worth

Position: Tax Senior (High-Net-Worth)
Senior Tax Accountant / Experienced Tax Preparer Focus:
High-Net-Worth Individuals & Trusts

Location:

Reston, VA | Hybrid schedule with 3 days onsite per weekA well-established wealth management and advisory organization is seeking an experienced Senior Tax Accountant or Experienced Tax Preparer to support its growing tax practice serving high-net-worth individuals, trusts, executives, endowments, and complex personal planning clients.

This is an excellent opportunity for a tax professional who enjoys both hands-on return preparation and high-level tax research, while working closely with financial planners in a collaborative, client-focused environment.

What You’ll DoPrepare and review individual and trust income tax returns

Support tax planning efforts for high-net-worth clients

Calculate quarterly estimated tax payments

Research tax laws, IRS guidance, and return positions

Assist with responses to tax notices and examinations

Partner with financial planners on tax projections and planning strategies

Contribute to the tax portion of comprehensive personal financial plans

Help train and support seasonal tax preparers

Prepare educational materials on new tax legislation, planning concepts, and practice developments

Assist with special tax and planning projects as needed