Tax Senior; HNWI

This role is a Tax Senior position based in Chevy Chase, MD, supporting high-net-worth individuals and their families. You will be a key part of a collaborative team environment where precision, discretion, and proactive client service are essential.

$75,000 – $110,000 per year

• Prestigious client base – work with elite high-net-worth individuals, family offices and business owners who value proactive, high-touch service.
• Collaborative culture – join a tight‑knit, experienced team that values mentorship, technical excellence and continuous learning.
• Career advancement – clear path to grow within the firm, with direct partner access and exposure to complex tax planning strategies.
• Stability & reputation – be part of a well‑established firm with decades of success and a strong presence in the DC metro area private client space.
• Work‑life integration – supportive, professional environment that values performance and personal balance, especially outside peak seasons.

Functional
• Prepare and review complex individual, trust, and gift tax returns for high‑net-worth clients.
• Provide strategic tax planning and compliance support tailored to each client’s unique financial situation.
• Collaborate closely with partners, wealth advisors, and outside counsel on estate, charitable, and intergener ਨਾਲ
• Assist with IRS and state tax authority correspondence, audits, and notices.
• Supervise and mentor junior staff; provide technical training and performance feedback. unclear
• Offer up‑to‑date knowledge of tax law changes affecting individual and trust tax planning.

• Bachelor’s degree in Accounting, Finance, or related field; CPA required.
• 3–6+ years of tax experience in public accounting or private wealth services, with a strong emphasis on HNWI clientele.
• Strong knowledge of federal and state income tax laws affecting individuals, trusts, and estates.
• Excellent communication skills and ability to convey complex tax matters clearly to clients.
• Proficiency in tax preparation and research software (e.g., CCH Axcess, GoSystem, BNA, etc.).
• Highly organized, self‑motivated, and capable of managing multiple priorities in a deadline‑driven environment.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

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