Tax Manager – High-Net-Worth Individuals & Trusts | Reston, VA (Hybrid 3 days onsite) | $130-180K+BonusAre you a seasoned Tax Manager with deep expertise in high-net-worth individual and trust taxation? We are seeking a polished, client-focused tax professional to join a respected and growing wealth management and advisory firm that delivers integrated tax, financial planning, and investment solutions to affluent individuals, executives, families, and institutional clients. This is an outstanding opportunity for a CPA who enjoys both technical tax leadership and meaningful collaboration with financial planners and advisors.
The role offers a blend of tax review, planning, research, mentoring, and strategic advisory work in a high-touch, relationship-driven environment.What You’ll DoServe as a key technical tax resource for the firmReview and assist in the preparation of individual and trust income tax returns Partner with financial planners on the tax strategy component of comprehensive financial plansSupport tax projections, tax modeling, and ad hoc research requestsCalculate quarterly estimated tax payments for clients as neededResearch and apply tax law, IRS guidance, and support return positionsAssist with responses to tax notices and examinationsHelp train and guide seasonal tax preparersPrepare and deliver educational content for staff and clients on new tax legislation, planning strategies, and practice issuesContribute to special projects and strategic initiatives requested by leadershipWhy This RoleThis position is ideal for a tax professional who wants to be more than a return reviewer. You’ll work alongside experienced advisors, contribute directly to sophisticated planning strategies, and play an important role in helping clients navigate complex tax matters with confidence.You’ll join a collaborative, high-caliber team in a culture that values expertise, partnership, and exceptional client service.
The role also offers a hybrid schedule, strong benefits, a 401(k), competitive compensation, and an engaging work environment.If you’re looking for a leadership-oriented tax role with visibility, variety, and the opportunity to make a real impact, we encourage you to apply.
Tax Manager in reston at Unknown Company
This position is listed as full time and hybrid.