5+ Years Experience | CPA highly preferred | Small firm in Rockville, MD in growth mode!
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Salary : $85,000 - $115,000 per year
A bit about us :
Established in the 1980s and headquartered in Bethesda, Maryland, this boutique CPA firm delivers comprehensive tax, accounting, and consulting services to both individuals and businesses. With a strong emphasis on personalized attention and long-term partnerships, the firm combines technical expertise with a forward-thinking approach to financial clarity and strategic support. The clients offerings include a wide range of services—from tax planning and preparation, financial reporting, and estate and trust work to business consulting such as entity selection, mergers and acquisitions, succession planning, and software implementation
Why join us?
Job Details
Senior Tax Accountant
Bethesda, MD – Boutique CPA Firm
About the Firm
A well-established boutique CPA firm in Bethesda, Maryland, providing comprehensive tax, accounting, and consulting services to individuals, families, and businesses. The firm is known for its personalized client service, technical expertise, and collaborative culture.
Position Overview
The firm is seeking a Senior Tax Accountant with a minimum of five years of experience and an active CPA license. This individual will be responsible for managing complex tax engagements, reviewing work prepared by staff, and serving as a trusted advisor to clients. The ideal candidate has strong technical tax knowledge, excellent communication skills, and the ability to work both independently and as part of a team.
Key Responsibilities
Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
Conduct tax research and provide guidance on complex tax issues.
Assist clients with tax planning strategies to minimize liabilities and maximize compliance.
Review workpapers, returns, and other deliverables prepared by junior staff, providing coaching and mentorship.
Communicate directly with clients to address tax questions and provide proactive recommendations.
Support partners with special projects, including business consulting, entity selection, and succession planning.
Stay current on federal and state tax law changes and industry trends.
Qualifications
CPA license required.
Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred.
Minimum of 5 years of progressive public accounting tax experience.
Strong knowledge of individual, partnership, corporate, trust, and estate taxation.
Proficiency with tax preparation and accounting software (e.g., CCH, ProSystem, QuickBooks, or similar).
Excellent analytical, organizational, and problem-solving skills.
Strong written and verbal communication abilities.
Ability to manage multiple priorities and meet deadlines.
What the Firm Offers
Competitive compensation and benefits package.
Collaborative, client-focused work environment.
Exposure to diverse and challenging tax and consulting projects.
Professional development opportunities and support for continuing education.
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Senior Tax Accountant • Rockville, MD, US