Tax Manager

Leoforce; Bethesda (MD); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work

Training opportunities

Medical coverage

Dental & Vision

401(k) plan

FSA/HSA

Life insurance

Parental leave

Paid holidays

Wellness programs

Job summary

Leoforce in Bethesda, MD is seeking a Tax Manager to serve as the primary tax advisor for a diverse client base, including high net worth individuals, trusts, estates, S corporations, and partnerships. You will lead proactive planning, oversee complex filings, and manage client relationships.

The role requires leadership to mentor staff, coordinate with attorneys and wealth advisors, and drive engagement timelines.

Qualifications

• Experience as tax advisor for multiple client types.
• Proficient in federal/state tax compliance and planning.
• Strong research and communication skills.
• Ability to manage multiple engagements.

Responsibilities

• Serve as the primary tax advisor and relationship manager for clients.
• Provide proactive tax planning and consulting services for high net worth individuals, trusts, estates, S corporations, partnerships.
• Review complex federal, state, and local tax returns and oversee forms 1040, 1041, 1065, 1120-S, 709.
• Coach, mentor, and develop tax staff and senior associates.
• Manage multiple client engagements and oversee budgets and project timelines.
• Coordinate with attorneys, wealth advisors, consultants, and external professionals.
• Contribute to business development and firm growth.

Skills

Tax planning

Tax research

Client management

Mentorship

Job description

Tax Manager

BETHEDA,MD, US

6961090

Experience: Manager

Salary: $140,000 - $190,000 per year

Job Details

• Serve as the primary tax advisor and relationship manager for clients.
• Provide proactive tax planning and consulting services for:
  • High Net Worth Individuals
  • Trusts & Estates
  • S Corporations
  • Partnerships and Pass-Through Entities
• Identify tax-saving strategies and planning opportunities.
• Review complex federal, state, and local tax returns.
• Oversee preparation and review of:
  • Form 1040
  • Form 1041
  • Form 1065
  • Form 1120-S
  • Form 709
  • Investment partnerships and related entities
• Advise clients on:
  • Multi-state taxation
  • Retirement planning strategies
  • Buy-in/Buy-out transactions
  • Partner compensation arrangements
  • K-1 allocation matters
  • Entity structuring and conversions
• Conduct tax research and prepare technical memoranda.
• Manage multiple client engagements simultaneously.
• Oversee engagement budgets, billing, and project timelines.
• Coordinate with attorneys, wealth advisors, consultants, and external professionals.
• Coach, mentor, and develop tax staff and senior associates.
• Review workpapers, tax returns, and planning deliverables.
• Contribute to business development activities and firm growth initiatives.

A bit about us

A leading accounting, tax, and advisory organization dedicated to delivering exceptional client service and strategic guidance to businesses, high-net-worth individuals, families, and professional services firms. The organization fosters a collaborative culture, emphasizes professional development, values work-life balance, and provides employees with opportunities for long-term career growth.

Why join us?

• Competitive salary plus discretionary performance bonus
• Hybrid work schedule with flexibility
• Comprehensive medical, dental, and vision coverage
• 401(k) plan and profit-sharing program
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Life and AD&D insurance options
• Inclusive parental leave benefits
• Generous PTO and paid firm holidays
• Employee wellness and assistance programs
• Training, certification, and professional development opportunities
• Recognition and rewards programs
• Community involvement and volunteer initiatives
• Collaborative culture focused on mentorship and career advancement