Tax Manager

Reston, VA (Hybrid – 3 days onsite)

About the Role

We are seeking a polished, client-focused Tax Manager 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.

Responsibilities

• Serve as a key technical tax resource for the firm
• Review and assist in the preparation of individual and trust income tax returns
• Partner with financial planners on the tax strategy component of comprehensive financial plans
• Support tax projections, tax modeling, and ad hoc research requests
• Calculate quarterly estimated tax payments for clients as needed
• Research and apply tax law, IRS guidance, and support return positions
• Assist with responses to tax notices and examinations
• Help train and guide seasonal tax preparers
• Prepare and deliver educational content for staff and clients on new tax legislation, planning strategies, and practice issues
• Contribute to special projects and strategic initiatives requested by leadership

Why This Role

This 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.

Requirements

• Active CPA license
• 10+ years of experience preparing and reviewing individual income tax returns
• Strong background serving high-net-worth individuals, corporate executives, and families with complex tax needs preferred
• Experience with multi-state taxation and tax planning
• Experience with trust returns preferred but not required
• Exposure to foreign income and asset reporting, pass-through entities, sole proprietorships, and expatriate tax matters is a plus
• Proficiency with Microsoft Excel, Adobe PDF, and BNA Income Tax Planner
• Experience in a paperless environment
• Prior experience with ProSystem fx or CCH Axcess preferred
• Excellent written, verbal, and interpersonal communication skills

Benefits

• Hybrid schedule
• Strong benefits package
• 401(k) plan

Pay

$130,000–$180,000 plus bonus