Tax Supervisor/ Tax Manager

A bit about us:

We are a trusted MD-based tax and wealth management firm with a team of dedicated professionals committed to helping individuals, families, and businesses achieve financial clarity and success. With decades of combined experience, we provide comprehensive services including tax planning and preparation, investment strategy, retirement planning, and estate coordination.

Our firm is built on a foundation of integrity, personal attention, and long-term client relationships. We pride ourselves on delivering thoughtful, customized solutions that align with each client’s goals. As a growing team, we foster a collaborative and supportive work environment where everyone contributes to our clients' success—and our own.

If you're passionate about financial excellence and want to make a real impact in people’s lives, we invite you to join us.

Why join us?

• Fully paid for PPO health insurance, dental, vision
• Incentive bonus plan!
• 401k match!
• 4+ weeks of PTO and paid holidays!
• Growth and mentorship!
• Work/life balance!
• Exposure to exciting clients + wealth building strategy practice!

Qualifications

• BS/BA in accounting or related field
• 8+ years of experience in Public Accounting
• Experience with HNWI returns, also some business experience ideal
• CPA highly preferred

Pay

Commensurate with experience.

Schedule

N/A

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Incentive Bonus Plan
• 401(k) Match
• PTO and Paid Holidays
• Growth and Mentorship
• Work/Life Balance
• Client Exposure and Strategy Practice