Mason Investment Advisory Services
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Tax Manager

Reston, Virginia

Based in Reston, Virginia, we are a national financial planning and investment advisory firm serving high net worth individuals, endowments, and Fortune 500 corporate sponsored financial planning clients.  We are looking for a full-time Tax Manager to become part of our team.

Required:  Bachelor’s degree

Required:  Actively licensed CPA or EA with a PTIN

Primary Responsibilities include:

  • Serve as a tax technical resource for the firm
  • Assist with review and preparation of individual and trust income tax returns
  • Assist with training seasonal tax preparers
  • Assist in preparing responses to tax notices and examinations on behalf of clients
  • Assist financial planners with tax projections and miscellaneous tax research
  • Assist financial planners with the development of the tax planning portion of comprehensive personal financial plans
  • Calculate estimated tax payments for clients on a quarterly basis, as needed
  • Assist the department in researching and applying tax laws, IRS Rules and Procedures and tax return positions
  • Engage in special projects as requested by financial planners and firm leadership
  • Develop and conduct technical tax education for the firm
  • Prepare and deliver educational sessions and materials for staff and clients as needed on new tax law, practice issues and tax planning concepts

Key Qualifications:

  • 5+ years’ experience in preparing and reviewing individual and trust income tax returns, particularly 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, BNA Income Tax Planner and experience working in a paperless environment
  • Prior experience with Prosystems fx or CCH Axcess preferred
  • Excellent written and verbal communication skills

This person will work as part of a team whose goal is to provide our clients with tax, financial planning and investment solutions based on their individual needs.

Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to