Senior Tax Manager
$100M Financial Planning Company— Senior Tax Manager – McLean, VA/Washington D.C.

The Sizzle
•    Role is fully in the office
•    Targeting 5+ years of individual, partnership, fiduciary, estate, and gift tax return compliance
•    Bachelor’s degree in accounting, and CPA, JD, or EA is required
•    Strong computer skills – Windows, Office, Excel, Adobe Acrobat
•    Experience with ADP, QuickBooks, and databases
•    Great benefits, unlimited volunteer time off, 3 weeks PTO, summer flexible Fridays, 10 paid company holidays
Duties & Responsibilities
•    Build and maintain a personal relationship with clients as the technical tax expert on their planning team
•    Assist clients by attending client meetings and delivering clients’ tax plan
•    Support the financial advisory team in tax planning related functions
•    Actively participate in signing and onboarding new clients to the firm
•    Lead tax client service team for compliance and tax planning
•    Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)
•    Oversee tax projections and tax audits for clients
•    Coach and develop the team through real-time and consistent feedback