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Tax Manager

Mason Investment Advisory Services

Tax Manager | High-Net-Worth Individual and Trust 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 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: 10+ 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. We offer excellent benefits, 401(k) plan, a competitive salary and a great work environment. Please send resume to View email address on click.appcast.io. #J-18808-Ljbffr

Vacancy posted 1 day ago
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