Tax Senior – Private Client Services Location: Bethesda, MD / Washington, DC Metro Area Work Arrangement: Hybrid – Minimum 3 Days per Week Employment Type: Full-Time About the Opportunity Our client, a well-established national accounting, tax, and advisory firm, is seeking an experienced Tax Senior to join its growing Private Client Services practice. This is an excellent opportunity for a public accounting tax professional who enjoys working with high-net-worth individuals, families, closely held businesses, and complex pass-through entities. The role offers exposure to sophisticated tax matters while providing the opportunity to continue developing technical, client-facing, and leadership skills. What You'll Do
- Prepare and review complex federal and state tax returns for high-net-worth individuals and privately held entities
- Work with individual, partnership, S corporation, trust, estate, and gift tax matters
- Support tax planning and consulting engagements involving income tax, estate and gift planning, and wealth transfer strategies
- Work with clients that may have multiple entities, investments, and high volumes of K-1s
- Research technical tax issues and assist with developing practical recommendations for clients
- Communicate directly with clients to gather information, answer questions, and support ongoing tax planning
- Coordinate with managers, directors, and partners on complex client engagements
- Assist with the review and development of junior tax professionals
- Stay current on changes in federal and state tax law
What We're Looking For
- Bachelor's degree in Accounting
- Progressive tax experience within public accounting
- Experience working with high-net-worth individuals, private clients, family offices, and/or closely held businesses
- Strong experience with individual and pass-through taxation
- Exposure to trusts, estates, gift tax, and/or wealth planning
- Ability to work with complex, multi-entity client structures
- Strong technical, analytical, and organizational skills
- Comfortable communicating directly with clients
- Ability to manage multiple engagements and deadlines in a fast-paced public accounting environment
- CPA or EA credential, or progress toward professional certification, strongly preferred
- Ability to work in the office a minimum of three days per week
- Must be authorized to work in the United States on a full-time basis without current or future sponsorship
Why Consider This Opportunity? You'll join a growing private client practice with access to sophisticated clients and complex tax work while continuing to build your career within a large, nationally recognized accounting and advisory organization. The firm offers comprehensive benefits, professional development opportunities, retirement benefits, paid time off, and performance-based bonus opportunities.