Tax Manager - High Net Worth (Hybrid or Remote)

Leoforce; North Bethesda (MD); Remoto; USD 130.000 - 200.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) match

Health insurance

Dental insurance

Vision insurance

Disability insurance

Paid time off

Descrizione del lavoro

Leoforce in the Washington DC area is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups. This role reports to the firm's tax leadership and mentors junior staff.

The position offers hybrid or remote work with flexibility across Eastern to Central time zones and a focus on multi-state tax issues, complex reviews, and strategic planning. Requirements include active CPA or EA, 8+ years public accounting, experience with 1040/1041,

Competenze

• 8+ years of progressive public accounting experience focused on high-net-worth compliance and planning.
• Experience reviewing Form 1040 and 1041 returns.
• Strong tax research skills.
• Gift tax (709), pass-through (1065/1120-S), or private foundation experience a plus
• Leadership experience with the ability to motivate and develop a team.

Mansioni

• Serve as the main contact for high-net-worth individuals and families, building long-term advisory relationships.
• Review complex federal, state, and local returns, including individual and trust returns, and manage multi-state issues when they arise.
• Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, executive compensation, and investments.
• Research complex tax questions, flag risks and planning opportunities, and communicate recommendations clearly.
• Oversee tax projections, estimated payments, and extension calculations.
• Coordinate with clients' attorneys, financial advisors, bankers, investment advisors, and family office personnel.
• Manage multiple engagements at once while keeping deadlines, budgets, and client expectations on track.
• Review staff and senior workpapers, coach and mentor associates, and help with scheduling and workflow during busy season.
• Look for opportunities to expand services within existing client relationships.
• Stay current on changing tax laws and regulations.

Conoscenze

Active CPA or EA

Formazione

Bachelor's degree in accounting

Strumenti

CCH Axcess

Descrizione del lavoro

Tax Manager - High Net Worth (Hybrid or Remote)

Location: North Bethesda, MD, US

Date Posted: 10-05-2026

Experience: Mid Level Salary: $130,000 - $200,000 per year

Job Details

HIGH NET WORTH TAX MANAGER

An established DC area CPA firm is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups. You'll be the primary contact for these clients, review complex returns, and mentor the associates and seniors who prepare them.

Responsibilities

• Serve as the main point of contact for high-net-worth individuals and families, building long-term advisory relationships
• Review complex federal, state, and local returns, including individual and trust returns, and manage multi-state issues when they arise
• Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, executive compensation, and investments
• Research complex tax questions, flag risks and planning opportunities, and communicate recommendations clearly
• Oversee tax projections, estimated payments, and extension calculations
• Coordinate with clients' attorneys, financial advisors, bankers, investment advisors, and family office personnel
• Manage multiple engagements at once while keeping deadlines, budgets, and client expectations on track
• Review staff and senior workpapers, coach and mentor associates, and help with scheduling and workflow during busy season
• Look for opportunities to expand services within existing client relationships
• Stay current on changing tax laws and regulations

Qualifications

• Active CPA or EA
• ​Bachelor's degree in accounting
• 8+ years of progressive public accounting experience with a focus on high-net-worth compliance and planning
• Experience reviewing Form 1040 and 1041 returns
• Strong tax research skills
• Gift tax (709), pass-through (1065/1120-S), or private foundation experience a plus
• CCH Axcess experience preferred
• Leadership experience, with the ability to motivate and develop a team
• Excellent communication and interpersonal skills

Additional Details

• Remote candidates should be located in the Eastern to Central time zones

Interested candidates should submit their resume for immediate confidential consideration.

A bit about us:

A mid-signed CPA and business advisory firm that has served the Washington, DC area for nearly a century, with a team of about 85 and a global network of accounting firms behind it. Its clients range from start-ups to companies with revenues in the hundreds of millions, and the firm is often the trusted advisor to owners and executives on personal, financial, and wealth transfer planning as well as major business transitions.

Why join us?

• Hybrid or remote (Eastern to Central time zones)
• 401(k) with employer match
• Medical, dental, vision, and disability coverage
• 27 PTO days
• CPE and career development support
• Collaborative culture with real work-life balance

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