Tax Senior (HNWI)

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

This Jobot Job is hosted by Kevin Shilney

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $75,000 - $110,000 per year

A Bit About Us

We are seeking an experienced and detail-oriented Tax Senior to join our team supporting high-net-worth individuals and their families. This is an onsite position based in Chevy Chase, MD, offering the opportunity to work directly with a sophisticated client base that includes entrepreneurs, executives, investors, and multigenerational family groups. You will be a key part of a collaborative team environment where precision, discretion, and proactive client service are essential.



Why join us?

• Prestigious Client Base Work with an elite roster of 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 increasing 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 Enjoy a supportive, professional environment that values both performance and personal balance—especially outside of peak seasons.
  
  

Job Details

Key Responsibilities

• 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 intergenerational wealth transfer strategies.
• Assist with IRS and state tax authority correspondence, audits, and notices.
• Supervise and mentor junior staff; provide technical training and performance feedback.
• Stay current on tax law changes affecting individual and trust tax planning.
  
  

Qualifications

• 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.
• Proficient in tax preparation and research software (e.g., CCH Axcess, GoSystem, BNA, etc.).
• Highly organized, self-motivated, and able to manage multiple priorities in a deadline-driven environment.
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!