Senior Tax Associate – Trust & Estates – Hybrid
I’m partnering with a respected CPA firm in the DC Metro area that’s looking for a Senior Associate with strong trust and estate experience to join their team. With a consistent client base and offices in both VA & MD, this firm offers a supportive environment and steady workflow, no crazy hours or burnout.
You’ll take the lead on trust and estate engagements, preparing and reviewing fiduciary returns, advising on tax planning for high-net-worth families, and handling related individual returns. There’s also the opportunity to work on a mix of entity clients in industries like real estate, construction, and professional services, depending on your interests.
This is a great step up for someone with a few years of tax experience who wants more autonomy, closer access to partners, and room to grow.
What they’re looking for
– 3–5 years of tax experience
– Strong knowledge of trust and estate taxation
– CPA or working toward licensure
– Detail-oriented, organized, and comfortable working independently
– Excellent communication skills and an interest in long-term client relationships
What they offer
– Hybrid schedule
– Steady, manageable workflow and realistic deadlines
– Exposure to high-quality work across trust, estate, and individual tax
– Study support and CPA exam reimbursement
– A collaborative team and long-term career development
If you’re looking for a firm where you can sharpen your trust and estate skills, work closely with experienced mentors, and feel truly supported, this is a great one to explore. Reach out for a confidential conversation, I’d be happy to share more.
