<p><strong>Tax Manager – High-Net-Worth Individuals &amp; Trusts | Reston, VA (Hybrid 3 days onsite) | $130-180K+Bonus</strong></p><p>Are you a seasoned <strong>Tax Manager</strong> with deep expertise in <strong>high-net-worth individual and trust taxation</strong>? We are seeking a polished, client-focused tax professional to join a respected and growing wealth management and advisory firm that delivers integrated tax, financial planning, and investment solutions to affluent individuals, executives, families, and institutional clients. This is an outstanding opportunity for a CPA who enjoys both technical tax leadership and meaningful collaboration with financial planners and advisors. The role offers a blend of <strong>tax review, planning, research, mentoring, and strategic advisory work</strong> in a high-touch, relationship-driven environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a key <strong>technical tax resource</strong> for the firm</li><li>Review and assist in the preparation of <strong>individual and trust income tax returns </strong></li><li>Partner with financial planners on the tax strategy component of comprehensive financial plans</li><li>Support <strong>tax projections</strong>, tax modeling, and ad hoc research requests</li><li>Calculate <strong>quarterly estimated tax payments</strong> for clients as needed</li><li>Research and apply tax law, IRS guidance, and support return positions</li><li>Assist with responses to <strong>tax notices and examinations</strong></li><li>Help train and guide <strong>seasonal tax preparers</strong></li><li>Prepare and deliver educational content for staff and clients on new tax legislation, planning strategies, and practice issues</li><li>Contribute to special projects and strategic initiatives requested by leadership</li></ul><p><strong>Why This Role</strong></p><p>This position is ideal for a tax professional who wants to be more than a return reviewer. You’ll work alongside experienced advisors, contribute directly to sophisticated planning strategies, and play an important role in helping clients navigate complex tax matters with confidence.</p><p>You’ll join a collaborative, high-caliber team in a culture that values expertise, partnership, and exceptional client service. The role also offers a <strong>hybrid schedule</strong>, strong benefits, a <strong>401(k)</strong>, competitive compensation, and an engaging work environment.</p><p>If you’re looking for a leadership-oriented tax role with visibility, variety, and the opportunity to make a real impact, we encourage you to apply.</p>

<p><strong>What We’re Looking For</strong></p><ul><li><strong>Active CPA license</strong></li><li><strong>10+ years of experience</strong> preparing and reviewing <strong>individual income tax returns</strong></li><li>Strong background serving <strong>high-net-worth individuals</strong>, corporate executives, and families with complex tax needs preferred</li><li>Experience with<strong> multi-state taxation, and tax planning</strong></li><li>Experience with Trust returns preferred but not required</li><li>Exposure to <strong>foreign income and asset reporting, pass-through entities, sole proprietorships, and expatriate tax matters</strong> is a plus</li><li>Proficiency with <strong>Microsoft Excel</strong>, <strong>Adobe PDF</strong>, and <strong>BNA Income Tax Planner</strong></li><li>Experience in a <strong>paperless environment</strong></li><li>Prior experience with <strong>ProSystem fx</strong> or <strong>CCH Axcess</strong> preferred</li><li>Excellent written, verbal, and interpersonal communication abilities</li></ul><p>Please apply directly to this job posting for immediate consideration. Direct additional questions to Lee Chernett, VP at Robert Half Finance &amp; Accounting, via LinkedIn</p>

<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.</p>