Tax Senior

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

Tax Senior – Private Client Services

About the Opportunity

Our client, a well-established national accounting, tax, and advisory firm, is seeking an experienced Tax Senior to join its growing Private Client Services practice.

This is an excellent opportunity for a public accounting tax professional who enjoys working with high-net-worth individuals, families, closely held businesses, and complex pass-through entities. The role offers exposure to sophisticated tax matters while providing the opportunity to continue developing technical, client-facing, and leadership skills.

What You'll Do

Prepare and review complex federal and state tax returns for high-net-worth individuals and privately held entities

Work with individual, partnership, S corporation, trust, estate, and gift tax matters

Support tax planning and consulting engagements involving income tax, estate and gift planning, and wealth transfer strategies

Work with clients that may have multiple entities, investments, and high volumes of K-1s

Research technical tax issues and assist with developing practical recommendations for clients

Communicate directly with clients to gather information, answer questions, and support ongoing tax planning

Coordinate with managers, directors, and partners on complex client engagements

Assist with the review and development of junior tax professionals

Stay current on changes in federal and state tax law

What We're Looking For

Bachelor's degree in Accounting

Progressive tax experience within public accounting

Experience working with high-net-worth individuals, private clients, family offices, and/or closely held businesses

Strong experience with individual and pass-through taxation

Exposure to trusts, estates, gift tax, and/or wealth planning

Ability to work with complex, multi-entity client structures

Strong technical, analytical, and organizational skills

Comfortable communicating directly with clients

Ability to manage multiple engagements and deadlines in a fast-paced public accounting environment

CPA or EA credential, or progress toward professional certification, strongly preferred

Ability to work in the office a minimum of three days per week

Must be authorized to work in the United States on a full-time basis without current or future sponsorship

Why Consider This Opportunity?

You'll join a growing private client practice with access to sophisticated clients and complex tax work while continuing to build your career within a large, nationally recognized accounting and advisory organization.

The firm offers comprehensive benefits, professional development opportunities, retirement benefits, paid time off, and performance-based bonus opportunities.

Compensation$95,000.00