Senior Tax Planner, Wealth Management

Hightower Advisors; Bethesda (MD); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary plus bonus

Medical, dental, and vision coverage

401(k) with employer contributions

Health Savings Account (HSA) and FSA

Generous paid time off

Flexible work environment

Continued professional development

Career growth in a growing firm

Opportunity to build strategic tax cap

Job summary

Hightower Bethesda Wealth Management seeks a Senior Tax Advisor to join our tax planning team. This role focuses on identifying strategic opportunities, solving complex tax challenges, and delivering sophisticated advice to high-net-worth clients in collaboration with wealth advisors and CPAs.

You will work closely with advisors, clients, attorneys, and other professionals to develop and implement tax-efficient strategies that support broader financial goals. This is not tax preparation.

Qualifications

• Bachelor's degree in Accounting required.
• CPA designation strongly preferred (EA considered).
• 5+ years of tax experience, ideally involving individual and closely held business returns.
• High-net-worth tax planning experience preferred.
• Strong analytical, communication, and presentation skills.
• Demonstrated ability to build effective relationships with clients and professional partners.
• Excellent organizational skills and ability to manage multiple priorities within a fast-paced environment.

Responsibilities

• Serve as the firm's primary internal tax resource for advisors and staff.
• Analyze individual, business, and trust tax returns to uncover planning opportunities and potential tax savings.
• Design proactive tax strategies that align with clients' financial plans, investment portfolios, and long-term objectives.
• Partner with advisors in preparing for and participating in client meetings to explain tax strategies and recommendations.
• Coordinate with clients' CPAs, attorneys, and other professionals to ensure seamless execution of planning initiatives.
• Research complex federal and state tax topics and communicate relevant legislative updates to the team.
• Prepare tax projections, estimated tax analyses, and other planning-related calculations.
• Develop scalable processes, tools, templates, and resources that enhance the firm's tax planning capabilities.
• Deliver internal training and educational sessions to strengthen advisor tax knowledge.
• Help shape the future of tax planning within a rapidly growing wealth management practice.

Skills

Analytical skills

Communication

Presentation skills

Relationship building

Education

Bachelor's degree in Accounting

CPA designation preferred

EA considered

Job description

Hightower Bethesda Wealth Management seeks a Senior Tax Advisor to join our tax planning team. This role focuses on identifying strategic opportunities, solving complex tax challenges, and delivering sophisticated advice to high-net-worth clients in collaboration with wealth advisors and CPAs.

You will work closely with advisors, clients, attorneys, and other professionals to develop and implement tax-efficient strategies that support broader financial goals. This is not tax preparation.