Most firms claim they offer “work-life balance.” This one actually means it.
They’re looking for a Senior Tax Manager to join their estate and trust team in Bethesda, a role with top-tier benefits, flexibility, and a genuine path for growth. The kind of place where your career develops, but your evenings and weekends don’t disappear.
The work is meaningful: reviewing and managing complex estate and trust returns, advising high-net-worth clients on wealth transfer and charitable planning, mentoring staff, and staying ahead of tax law changes. You won’t just be behind a desk signing off returns, you’ll be a key point of contact, shaping client strategies and guiding the team around you.
They’re looking for someone who brings both the technical edge and the human side: personable, approachable, and experienced in estate and gift taxation.
What makes it stand out:
- 100% employer-paid individual health insurance
- 401(k) with profit sharing
- Life and disability insurance
- Student loan repayment support
- Flexible scheduling and a culture that genuinely values well-being
What they need:
- CPA with 8–12 years in public accounting
- Strong estate and trust tax background (Forms 706, 5227, 1041 are a plus)
- Master’s in taxation preferred
- Someone who can lead, mentor, and be trusted in front of clients and tax authorities alike
If you’re looking for a Senior Tax Manager role where you can grow your career, lead meaningful work, and still have a life outside of it, this is worth exploring.


