Private Client Tax Senior - Wealth & Estate Planning

STR8 Financials Consulting; Bethesda (MD); On-site; USD 86,000 - 105,000; Full time

Benefits offered by this job

Comprehensive benefits

Professional development opportunities

Retirement benefits

Paid time off

Performance-based bonus opportunities

Job summary

STR8 Financials Consulting seeks a Tax Senior to join its Private Client Services practice in Bethesda. You will prepare and review complex federal and state tax returns for high-net-worth individuals and closely held entities, including trusts, estates, and wealth planning.

The role emphasizes client-facing leadership, technical research, and collaboration with managers and partners. A CPA or EA is strongly preferred, and in-office presence (three days/week) is required.

Qualifications

• Bachelor's degree in accounting required.
• Progressive tax experience within public accounting is expected.
• Experience with high-net-worth individuals, private clients, family offices, and closely held businesses is preferred.
• Strong technical, analytical, and organizational skills are essential.

Responsibilities

• Prepare and review complex federal and state tax returns for high-net-worth individuals and privately held entities.
• Work on individual, partnership, S corporation, trust, estate, and gift tax matters.
• Support tax planning engagements involving income tax, estate and wealth transfer planning.
• Coordinate with managers, directors, and partners on complex client engagements.
• Mentor and assist with the development of junior tax professionals.
• Stay current on changes in federal and state tax law.

Skills

Client communication

Multi-entity work

Tax research

Public accounting

Education

Bachelor's degree in Accounting

Job description

STR8 Financials Consulting seeks a Tax Senior to join its Private Client Services practice in Bethesda. You will prepare and review complex federal and state tax returns for high-net-worth individuals and closely held entities, including trusts, estates, and wealth planning.

The role emphasizes client-facing leadership, technical research, and collaboration with managers and partners. A CPA or EA is strongly preferred, and in-office presence (three days/week) is required.