Tax Senior (High-Net-Worth)

Description

Senior Tax Accountant / Experienced Tax Preparer

Focus: High-Net-Worth Individuals & Trusts

Location: Reston, VA | Hybrid schedule with 3 days onsite per week

A well-established wealth management and advisory organization is seeking an experienced Senior Tax Accountant or Experienced Tax Preparer to support its growing tax practice serving high-net-worth individuals, trusts, executives, endowments, and complex personal planning clients.

This is an excellent opportunity for a tax professional who enjoys both hands-on return preparation and high-level tax research, while working closely with financial planners in a collaborative, client-focused environment.

What You’ll Do

• Prepare and review individual and trust income tax returns

• Support tax planning efforts for high-net-worth clients

• Calculate quarterly estimated tax payments

• Research tax laws, IRS guidance, and return positions

• Assist with responses to tax notices and examinations

• Partner with financial planners on tax projections and planning strategies

• Contribute to the tax portion of comprehensive personal financial plans

• Help train and support seasonal tax preparers

• Prepare educational materials on new tax legislation, planning concepts, and practice developments

• Assist with special tax and planning projects as needed

Requirements

What You Bring

• CPA or CPA candidate

• Strong experience preparing and/or reviewing high-net-worth individual returns

• Background working with high-net-worth individuals, trusts, and complex personal tax situations

• Ability to interpret and apply tax law with strong attention to detail

• Strong written and verbal communication skills

• Proficiency with Microsoft Excel and Adobe PDF

• Experience with BNA Income Tax Planner preferred

• Familiarity with ProSystem fx or CCH Axcess preferred

• Experience with multi-state tax, foreign income and asset reporting, pass-through entities, and sole proprietorships is a plus

• Comfortable working in a paperless environment

Why Consider This Opportunity

• Hybrid flexibility with a consistent 3 days onsite in Reston

• Professional growth and advancement

• Collaborative team environment with direct exposure to planning and advisory work

• Opportunity to work on sophisticated tax matters for high-net-worth clients

• Strong benefits package, 401(k), competitive compensation, and a supportive culture

If you’re an experienced tax professional looking to grow in a sophisticated, relationship-driven environment, this role offers the chance to make a meaningful impact while expanding your expertise in complex individual and trust taxation. Please apply directly to this post. Direct additional questions to Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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