Position Title: Tax Manager
Location: Reston, VA - Hybrid, three days per week on-site
Assignment Type: Permanent Hire
Compensation: $140,000 - $170,000 / Annually, plus an annual performance-based bonus of up to 15%
Work Schedule: Monday-Friday, 9:00 AM-5:00 PM
Benefits: This position is eligible for Medical, Dental, Vision, and 401(k).
Job Description This position will oversee the preparation and review of complex individual and trust income tax returns, with a particular focus on high-net-worth individuals and families.
The Tax Manager will serve as a technical resource for the organization, manage and develop a team of tax professionals, and collaborate with internal advisors on tax planning and client-related matters. The ideal candidate will be an active CPA with extensive individual and trust tax experience, strong leadership abilities, and the communication skills needed to participate in client discussions.
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.
Qualifications - 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.
- Experience with multi-state taxation, foreign income and asset reporting, pass-through entities, sole proprietorships, and expatriate tax matters preferred.
- Public accounting experience preferred.
- Experience with ProSystem fx, CCH Axcess, or a comparable tax preparation platform preferred.
- Experience with BNA Income Tax Planner or similar tax planning software preferred.
- Proficiency with Microsoft Excel, Adobe Acrobat, and paperless document-management processes.
- 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.
