Senior Tax Manager/Principal

An established public accounting firm in the Greater Bethesda area is seeking an experienced Tax Senior Manager, Principal, or Partner-track professional to join its leadership team. This role offers a short-term path to equity partnership/ownership as the current owner transitions toward retirement.

Responsibilities

• Serve as a senior technical resource on complex individual and business tax matters
• Review and provide final-level oversight of large and complex tax returns
• Work directly with business owners, executives, high-net-worth individuals, and other sophisticated clients
• Translate complicated tax matters into clear, practical recommendations
• Provide proactive tax planning, consulting, and risk advisory services
• Identify tax exposures, risks, planning opportunities, and strategic considerations
• Lead client meetings and confidently provide thoughtful advice and recommendations in real time
• Research complex tax matters and develop well-supported positions with minimal oversight
• Draft technical correspondence, advisory communications, and client letters involving complex tax matters
• Provide leadership and technical guidance to other professionals within the firm
• Build deep, long-term client relationships and become a trusted advisor to key clients
• Work closely with firm ownership as part of a planned leadership and client transition
• Participate in the long-term strategic direction of the practice

Requirements

• Significant progressive experience in public accounting and taxation
• CPA strongly preferred
• Senior Manager, Principal, Director, or similar leadership-level experience preferred
• Strong technical knowledge of federal and multi-state taxation affecting individuals, closely held businesses, and business owners
• Ability to independently review and sign off on large, technically complex tax returns
• Strong tax research, technical writing, and advisory capabilities
• Ability to make sound professional judgments with little to no oversight
• Exceptional client-facing and communication skills
• Ability to advise sophisticated business owners on complex issues with clear, credible, and actionable advice
• Strong understanding of tax risk and the ability to help clients evaluate potential exposure and appropriate courses of action
• Leadership mentality with an interest in taking on increasing responsibility for clients, staff, and firm operations

Path to Equity Partnership / Ownership

This opportunity is well-suited for someone at the Senior Manager, Principal, or Director level seeking a defined, short-term path toward equity ownership. The current owner is looking for a highly capable tax professional to gradually assume greater responsibility for complex client relationships, technical decision-making, and leadership of the practice, with the long-term goal of becoming an equity partner/owner as part of the firm's succession plan.

Why Consider This Opportunity?

• Short equity partnership/ownership track
• Established client relationships and existing book of business
• Direct involvement in the firm's succession plan
• Highly consultative and advisory-focused role
• Significant autonomy and decision-making authority
• Opportunity to work directly with sophisticated business owners and individuals
• Ability to influence the future direction of the practice
• Long-term career opportunity beyond the typical Senior Manager role