Tax Manager

Addison Group is seeking an experienced Tax Manager to join a well-established professional services organization in Reston, VA. This hybrid role requires three days per week on-site.

About the role

Oversee the preparation and review of complex individual and trust income tax returns, with a focus on high-net-worth individuals and families. Serve as a technical resource, manage a team of tax professionals, and collaborate with internal advisors on tax planning and client-related matters.

Responsibilities

• Review and assist with the preparation of complex individual and trust income tax returns.
• Manage tax engagements for high-net-worth individuals, families, executives, and other sophisticated clients.
• Serve as a technical resource regarding federal, state, local, and international individual income tax matters.
• Research and interpret tax laws, IRS regulations, procedures, and filing positions.
• Manage, coach, and develop a team of three to four full-time tax professionals.
• Supervise and train seasonal tax preparers during peak filing periods.
• Review work prepared by team members and provide timely, constructive feedback.
• Support internal advisors with tax projections, planning strategies, and ad hoc research.
• Collaborate with internal stakeholders on the tax components of comprehensive financial plans.
• Calculate quarterly estimated tax payments and evaluate withholding requirements.
• Prepare responses to tax notices, inquiries, audits, and examinations on behalf of clients.
• Research multi-state tax matters, pass-through entities, foreign income, asset-reporting requirements, and other complex tax issues.
• Communicate tax strategies, risks, and recommendations clearly to clients and internal stakeholders.
• Prepare and present educational materials regarding new tax legislation, planning concepts, and emerging tax issues.
• Participate in client meetings and explain complex tax matters in an understandable manner.
• Support special projects and process-improvement initiatives as requested by organizational leadership.
• Maintain accurate documentation and ensure compliance with applicable professional and regulatory standards.

Requirements

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field required.
• Active Certified Public Accountant license required.
• At least 10 years of experience preparing and reviewing individual and trust income tax returns.
• Significant experience supporting high-net-worth individuals, families, executives, or similarly complex clients.
• Previous experience managing, supervising, and developing tax professionals required.
• Strong technical knowledge of individual, trust, and estimated income tax requirements.
• Experience researching and applying federal and state tax laws, IRS regulations, and filing procedures.

Preferred Qualifications

• Experience with multi-state taxation, foreign income and asset reporting, pass-through entities, sole proprietorships, and expatriate tax matters.
• Public accounting experience.
• Experience with ProSystem fx, CCH Axcess, or a comparable tax preparation platform.
• Experience with BNA Income Tax Planner or similar tax planning software.
• Proficiency with Microsoft Excel, Adobe Acrobat, and paperless document-management processes.

Skills

• Strong attention to detail and commitment to accuracy.
• Demonstrated ability to mentor employees and support their professional development.
• Excellent written, verbal, and interpersonal communication skills.
• Professional presence and ability to participate effectively in client meetings.
• Ability to manage competing priorities and meet deadlines during peak tax periods.

Pay

$140,000 – $170,000 annually, plus an annual performance-based bonus of up to 15%.

Schedule

Monday–Friday, 9:00 AM–5:00 PM.

Benefits

• Medical
• Dental
• Vision
• 401(k)