Tax Manager - High Net Worth (Hybrid or Remote)

Leoforce; North Bethesda (MD); Hybrid; USD 130,000 - 200,000; Full time

Benefits offered by this job

401(k) with employer match

Medical, dental, vision, and short/dis

27 PTO days

CPE and career development support

Collaborative culture with real work/l

Job summary

Leoforce in the DC area is seeking a High Net Worth Tax Manager to lead tax compliance and planning for individuals, trusts, and family groups. You will review complex returns, mentor associates, and manage client relationships across multiple engagements.

Hybrid or remote work options are available. A CPA/EA with 8+ years in high-net-worth tax is preferred, and CCH Axcess experience is a plus.

Qualifications

• Active CPA or EA required.
• 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.

Responsibilities

• Serve as the main contact for high-net-worth individuals and families, building advisory relationships.
• Review complex federal, state, and local returns, including individual and trust returns, and manage multi-state issues.
• Develop planning strategies across income tax, estate and gift, trust structuring, charitable giving, executive compensation, and investments.
• Research complex tax questions, flag risks and 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 with deadlines, budgets, and client expectations.
• Review staff and senior workpapers, coach and mentor associates, and manage scheduling during busy season.
• Look for opportunities to expand services within existing client relationships.
• Stay current on changing tax laws and regulations.

Skills

Leadership

Communication

Tax research

Mentoring

Education

Bachelor's degree in accounting

CPA or EA

Tools

CCH Axcess

Job description

Tax Manager - High Net Worth (Hybrid or Remote)

Location: North Bethesda,MD, US

Date Posted: 10-31-2026

Job Description

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

A bit about us:

A mid-sized 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

#accounting-finance #gift-tax #tax-research #family-office #tax-planning #individual-income-tax #private-foundations #high-net-worth-tax #estate-and-gift-tax-planning #trust-structuring #multi-state-taxation #tier1