We are a national financial planning and investment advisory firm based in Reston, Virginia, serving high-net-worth individuals, endowments, and Fortune 500 corporate-sponsored financial planning clients. We’re seeking a full-time Tax Manager to join our growing team in a hybrid role requiring three days per week in our Reston office.
Primary Responsibilities:
- Serve as a tax technical resource for the firm
- Review and assist in preparing individual and trust income tax returns
- Help train seasonal tax preparers
- Assist in preparing responses to tax notices and examinations on clients’ behalf
- Support financial planners with tax projections and ad hoc tax research
- Partner with financial planners on the tax planning component of comprehensive personal financial plans
- Calculate clients’ quarterly estimated tax payments as needed
- Research and apply tax laws, IRS rules and procedures, and return positions
- Contribute to special projects at the request of financial planners and firm leadership
- Prepare and present educational materials for staff and clients on new tax legislation, practice issues, and planning concepts
Key Qualifications:
- Active CPA license
- 10+ years of experience preparing and reviewing individual and trust income tax returns, with a focus on high-net-worth individuals, corporate executives, and expatriates
- Experience in public accounting, multi-state tax issues, foreign income and asset reporting, pass-through entities, and sole proprietorships is a plus
- Proficiency in Microsoft Excel, Adobe PDF, and BNA Income Tax Planner, with experience working in a paperless environment
- Prior experience with ProSystem fx or CCH Axcess preferred
- Excellent written and verbal communication skills
Join a collaborative team dedicated to delivering integrated tax, financial planning, and investment solutions tailored to each client’s needs.
We offer excellent benefits, 401(k) plan, a competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com.
