Tax Senior or Manager (Private Family Office)

Tax Senior / Tax Manager - Family Office | Rockville, MD (on-site)Are you a tax professional who enjoys variety, high-touch client work, and the opportunity to operate as a trusted partner in a sophisticated family office environment? We are seeking a strong Tax Senior or Tax Manager to work closely with leadership across a broad range of tax matters, supporting complex planning, compliance, and analysis for high-net-worth individuals and related entities. This is an ideal opportunity for someone who thrives in a highly collaborative, hands-on role and enjoys serving as a key resource across multiple areas of tax. You'll step into a visible position with meaningful exposure to nuanced tax issues, strategic planning, and the day-to-day needs of a dynamic family office.

What You'll DoPartner closely with senior leadership on a wide range of tax matters.

Support high-net-worth individual tax compliance, analysis, and planning.

Assist with estate and trust tax matters.

Contribute to partnership tax work.

Serve as a flexible tax generalist handling lower-level compliance work while also supporting broader tax initiatives.

Prepare tax calculations and projections.

Assist with tax analysis and planning projects.

Draft clear, professional tax memos, correspondence, and emails.

Track action items and manage follow-ups to ensure timely execution.

Potentially assist with private equity tax compliance matters.

Why This RoleUnique opportunity to work in a family office setting with broad exposure to complex personal and entity tax matters.

High-visibility role with close partnership to senior leadership.

Blend of compliance, planning, projections, and analysis.

Opportunity to expand into sophisticated areas including trusts, partnerships, and private equity-related tax work.

Collaborative environment w versatility, initiative, and strong judgment are highly valued.

If you are a polished tax professional looking for a career move that offers breadth, impact, and exposure to complex private client tax matters, we'd love to hear from you.

What We're Looking ForExperience in high-net-worth individual tax required.

Strong exposure to estate and trust tax.

Some understanding of partnership tax.

Ability to move comfortably between detailed compliance work and higher-level planning support.

Strong writing skills, including drafting memos and professional communications.

Highly organized, proactive, and responsive with strong follow-through.

A collaborative mindset and willingness to step in w needed.

Public accounting, family office, or private client tax experience is highly valued.

Please apply directly this role for immediate consideration. For additional questions, contact Lee Chernett, VP at Robert Half, via LinkdedIn