Tax Senior (HNWI)

This Jobot Job is hosted by : Kevin Shilney

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Salary : $75,000 - $110,000 per year

A bit about us :

We are seeking an experienced and detail-oriented Tax Senior to join our team supporting high-net-worth individuals and their families. This is an onsite position based in Chevy Chase, MD, offering the opportunity to work directly with a sophisticated client base that includes entrepreneurs, executives, investors, and multigenerational family groups. You will be a key part of a collaborative team environment where precision, discretion, and proactive client service are essential.

Why join us?

• Prestigious Client Base : Work with an elite roster of high-net-worth individuals, family offices, and business owners who value proactive, high-touch service.
• Collaborative Culture : Join a tight-knit, experienced team that values mentorship, technical excellence, and continuous learning.
• Career Advancement : Clear path to grow within the firm, with direct partner access and increasing exposure to complex tax planning strategies.
• Stability & Reputation : Be part of a well-established firm with decades of success and a strong presence in the DC metro area private client space.
• Work-Life Integration : Enjoy a supportive, professional environment that values both performance and personal balance—especially outside of peak seasons.

Job Details

Key Responsibilities :

Qualifications :

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