Description

     Based in Reston, Virginia, we are a national financial planning and investment advisory firm serving high net worth individuals, endowments, and Fortune 500 corporate sponsored financial planning clients.  We are looking for a full-time Tax Manager to become part of our team.  Primary responsibilities include:

•       Serve as a tax technical resource for the firm
•       Assist with review and preparation of individual and trust income tax returns
•       Assist with training seasonal tax preparers
•       Assist in preparing responses  to tax notices and examinations on behalf of clients
•       Assist financial planners with tax projections and miscellaneous tax research
•       Assist financial planners with the development of the tax planning portion of comprehensive personal financial plans
•       Calculate estimated tax payments for clients on a quarterly basis, as needed
•       Assist the department in researching and applying tax laws, IRS Rules and Procedures and tax return positions
•       Engage in special projects as requested by financial planners and firm leadership
•       Develop and conduct technical tax education for the firm
•       Prepare and deliver educational  sessions and materials for staff and clients as needed on new tax law, practice issues and tax planning concepts

This person will work as part of a team whose goal is to provide our clients with tax, financial planning and investment solutions based on their individual needs.

We offer excellent benefits, 401(k) plan, a competitive salary and a great work environment.  

Requirements

•       10+ years’ experience preparing and reviewing individual and trust income tax returns, particularly high net worth individuals and corporate executives
•       Experience in public accounting, multi-State tax issues, foreign income and asset reporting, pass-through entities, and sole proprietorships is a plus
•       Proficiency in Microsoft Excel, Adobe PDF, BNA Income Tax Planner and experience working in a paperless environment
•       Prior experience with Prosystems fx or CCH Axcess preferred
•       Excellent written and verbal communication skills