Senior Tax Planning Consultant - Hightower Bethesda

About the role

Your Future Team Hightower Bethesda Wealth Management is a fiduciary fee-only practice in Bethesda, Maryland. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven, and inclusive approach. Our collaborative, entrepreneurial culture gives professionals the opportunity to make a meaningful impact. You'll work alongside experienced wealth advisors, help shape our tax planning function, influence client outcomes, and enjoy significant opportunities for professional growth in a rapidly expanding practice.

Responsibilities

• Serve as the practice’s primary internal tax resource for advisors and staff
• Analyze individual, business, trust, and related tax returns to identify planning opportunities (not tax preparation)
• Develop proactive tax strategies aligned with clients' overall financial plans and investment strategies
• Partner with advisors before and during client meetings to explain tax strategies in clear, practical language
• Cook up with clients, CPAs, attorneys, and other professionals to implement planning recommendations
• Research complex federal and state tax issues and communicate legislative changes to the advisory team
• Prepare quarterly and annual tax projections, estimated tax analyses, and payroll-related calculations when needed
• Create scalable tax planning processes, templates, and educational resources
• Create presentations and internal training to improve advisor tax knowledge
• Help build and continuously improve our tax planning capabilities

Requirements

• BA/BS in Accounting required
• CPA strongly preferred (EA considered)
• 5 years of tax experience, preferably reviewing individual and closely held business returns
• Experience with high-net-worth tax planning strongly preferred
• Strong communication and presentation skills
• Ability to build relationships with advisors, clients, and outside professionals
• Self-starter with excellent organizational and project management skills

Qualifications

• BA/BS in Accounting required
• CPA strongly preferred (EA considered)
• 5 years of tax experience, preferably reviewing individual and closely held business returns
• Experience with high-net-worth tax planning strongly preferred
• Strong communication and presentation skills
• Ability to build relationships with advisors, clients, and outside professionals
• Self-starter with excellent organizational and project management skills

Skills

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of tax laws and regulations
• Proficiency in Microsoft Office Suite

Benefits

• Medical, dental, and vision insurance beginning on day one
• 401(k) with employer contributions
• Flexible spending and health savings account options
• Generous PTO and flexible work environment

Pay

• Annual base salary range of $80,000–$150,000 plus bonus opportunity, based on qualifications and experience

Schedule

• Full-time position

Company Information

• AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.