Tax Manager | High-Net-Worth Individual and Trusts | Reston, Virginia (Hybrid – 3 days​/week onsite

We are a national financial planning and investment advisory firm based in Reston, Virginia, serving high-net-worth individuals, endowments, and Fortune 500 corporate-sponsored financial planning clients. We’re seeking a full-time Tax Manager to join our growing team in a hybrid role requiring three days per week in our Reston office.

• Serve as a tax technical resource for the firm
• Review and assist in preparing individual and trust income tax returns
• Help train seasonal tax preparers
• Assist in preparing responses to tax notices and examinations on clients’ behalf
• Support financial planners with tax projections and ad hoc tax research
• Partner with financial planners on the tax planning component of comprehensive personal financial plans
• Calculate clients’ quarterly estimated tax payments as needed
• Research and apply tax laws, IRS rules and procedures, and return positions
• Contribute to special projects at the request of financial planners and firm leadership
• Prepare and present educational materials for staff and clients on new tax legislation, practice issues, and planning concepts

• Active CPA license
• 10+ years of experience preparing and reviewing individual and trust income tax returns, with a focus on high-net-worth individuals, corporate executives, and expatriates
• Experience in public accounting, multi-state tax issues, foreign income and asset reporting, pass-through entities, and sole proprietor ships is a plus
• Proficiency in Microsoft Excel, Adobe PDF, and BNA Income Tax Planner, with experience working in a paperless environment
• Prior experience with Pro System fx or CCH Axcess preferred
• Excellent written and verbal communication skills

Join a collaborative team dedicated to delivering integrated tax, financial planning, and investment solutions tailored to each client’s needs.

We offer excellent benefits, 401(k) plan, a competitive salary and a great work environment.