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Robert Half
Tax Senior (High-Net-Worth)
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Job Description
Senior Tax Accountant /
This is an excellent opportunity for a tax professional who enjoys both hands-on return preparation and high-level tax research, while working closely with financial planners in a collaborative, client-focused environment.
What You'll DoPrepare and review individual and trust income tax returnsSupport tax planning efforts for high-net-worth clientsCalculate quarterly estimated tax paymentsResearch tax laws, IRS guidance, and return positionsAssist with responses to tax notices and examinationsPartner with financial planners on tax projections and planning strategiesContribute to the tax portion of comprehensive personal financial plansHelp train and support seasonal tax preparersPrepare educational materials on new tax legislation, planning concepts, and practice developmentsAssist with special tax and planning projects as needed
Experienced Tax Preparer Focus:
High-Net-Worth Individuals & TrustsLocation:
Reston, VA | Hybrid schedule with 3 days onsite per weekA well-established wealth management and advisory organization is seeking an experienced Senior Tax Accountant or Experienced Tax Preparer to support its growing tax practice serving high-net-worth individuals, trusts, executives, endowments, and complex personal planning clients.This is an excellent opportunity for a tax professional who enjoys both hands-on return preparation and high-level tax research, while working closely with financial planners in a collaborative, client-focused environment.
What You'll DoPrepare and review individual and trust income tax returnsSupport tax planning efforts for high-net-worth clientsCalculate quarterly estimated tax paymentsResearch tax laws, IRS guidance, and return positionsAssist with responses to tax notices and examinationsPartner with financial planners on tax projections and planning strategiesContribute to the tax portion of comprehensive personal financial plansHelp train and support seasonal tax preparersPrepare educational materials on new tax legislation, planning concepts, and practice developmentsAssist with special tax and planning projects as needed