Tax Manager – Trust & Estates experience
I’m working with a well-established CPA firm in the DC Metro area that’s hiring a Senior Tax Manager to join their growing team. With an office in Rockville and in Northern VA, they support a steady client base that includes real estate, construction companies, professional services firms, and high-net-worth individuals.
This is a great fit for someone who enjoys a balance of technical work, client interaction, and team leadership. The role will focus on individual, passthrough, and trust and estate engagements, with opportunities to work closely with business owners and families on planning and strategy.
You’ll manage a small team, review work, and collaborate directly with partners on complex returns and advisory projects.
The firm offers a respectful, collaborative environment with long-tenured staff, strong mentorship, and a genuine commitment to work-life balance.
What they’re looking for?
– CPA required?
– 6+ years of tax experience, including exposure to trust and estate work?
– Prior experience supervising and mentoring junior staff?
– Strong communication skills and confidence in client-facing roles?
– A steady, reliable approach to managing work and relationships
What they offer?
– Hybrid schedule?
– Competitive compensation and full benefits?
– A manageable workload with realistic expectations?
– Long-term career growth in a stable, people-first environment
If you’d like to hear more about the firm and the team, feel free to reach out for a confidential conversation.
