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Tax Advisor
Tax Consultant
Tax Manager
Senior Tax Advisor
Tax Planning
Strategic Tax Planning
Tax Strategy
Tax Advisory
High Net Worth
HNW
Ultra High Net Worth
UHNW
Private Client Services
Private Wealth
Wealth Management
Wealth Planning
Estate Planning
Trust Planning
Gift Tax
Estate Tax
Individual Taxation
Business Tax
Federal Tax
State Tax
Tax Compliance
Tax Preparation
Tax Review
Tax Mitigation
Tax Reduction Strategies
Tax Optimization
Tax Research
Tax Consulting
Multi-Generational Wealth Planning
Liquidity Events
Business Sale
Business Succession Planning
Financial Planning
Wealth Preservation
Complex Tax Returns
Partnership Tax
S Corporation Tax
Trust Tax
Fiduciary Tax
Individual Income Tax
Entity Taxation
1040
Form 1040
1041
Form 1041
1065
Form 1065
1120S
Form 1120S
CPA
Certified Public Accountant
EA
Enrolled Agent
JD
Juris Doctor
PTIN
IRS Regulations
Federal Tax Law
State Tax Law
Tax Law Updates
Client Advisory
Client Relationship Management
Financial Advisory
Tax Analysis
Tax Reporting
Tax Projections
Tax Savings
Accounting
Public Accounting
Tax Accounting
Wealth Advisors

Tax Advisor
Tax Consultant
Tax Manager
Senior Tax Advisor
Tax Planning
Strategic Tax Planning
Tax Strategy
Tax Advisory
High Net Worth
HNW
Ultra High Net Worth
UHNW
Private Client Services
Private Wealth
Wealth Management
Wealth Planning
Estate Planning
Trust Planning
Gift Tax
Estate Tax
Individual Taxation
Business Tax
Federal Tax
State Tax
Tax Compliance
Tax Preparation
Tax Review
Tax Mitigation
Tax Reduction Strategies
Tax Optimization
Tax Research
Tax Consulting
Multi-Generational Wealth Planning
Liquidity Events
Business Sale
Business Succession Planning
Financial Planning
Wealth Preservation
Complex Tax Returns
Partnership Tax
S Corporation Tax
Trust Tax
Fiduciary Tax
Individual Income Tax
Entity Taxation
1040
Form 1040
1041
Form 1041
1065
Form 1065
1120S
Form 1120S
CPA
Certified Public Accountant
EA
Enrolled Agent
JD
Juris Doctor
PTIN
IRS Regulations
Federal Tax Law
State Tax Law
Tax Law Updates
Client Advisory
Client Relationship Management
Financial Advisory
Tax Analysis
Tax Reporting
Tax Projections
Tax Savings
Accounting
Public Accounting
Tax Accounting
Wealth Advisors

Summary

Role: Tax Advisor
Location: Reston, VA
Salary Range: $100K–$150K base

Job Description:

Our client is seeking a Tax Advisor who will serve as the strategic lead for tax planning and help high-net-worth clients minimize tax exposure across complex portfolios, business transitions, and multi-generational wealth planning.

The ideal candidate is someone who thinks beyond annual tax returns and can develop long-term tax strategies that adapt to changing tax laws. This person should be comfortable proactively communicating with clients, identifying tax opportunities, and providing strategic guidance on complex financial decisions.

Responsibilities:

Prepare Federal and State tax returns for UHNW clients and related entities, including 1040s, 1041s, 1065s, and 1120S.
Design and implement sophisticated tax mitigation strategies for high-net-worth clients, including those involved in liquidity events, business sales, and complex financial transactions.
Serve as the tax expert in meetings with estate attorneys, wealth managers, and internal teams to ensure alignment of financial and tax strategies.
Monitor federal and state tax law changes and proactively update planning strategies.
Review and improve tax returns and strategies prepared by junior team members.
Mentor junior staff and help enhance technical tax knowledge across the team.
Provide clear and proactive tax guidance to clients and internal stakeholders.

Required Qualifications:

CPA, EA, or JD with valid PTIN required.
Strong experience with high-net-worth individual and entity tax preparation.
Experience preparing and reviewing 1040, 1041, 1065, and 1120S tax returns.
Proven experience in proactive tax planning and tax reduction strategies.
Knowledge of federal and state tax regulations.
Strong communication skills with the ability to explain complex tax concepts clearly.
Experience collaborating with wealth managers, attorneys, and financial professionals.
Ability to mentor and guide junior tax professionals.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 91093837
Position Id: 8713-19746-1784821492
Posted 2 hours ago

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