Overview
We are a growing, established CPA firm based in Silver Spring, MD, serving high-net-worth individuals, business owners, and closely held businesses throughout the Washington, DC metro area. We're seeking a Senior Tax CPA who wants more than compliance work. This role offers direct client interaction, meaningful tax planning, and a clear path for long-term growth with a stable, team-oriented firm.
We prioritize high-quality work, strong client relationships, a collaborative work environment, and reasonable expectations outside of tax season.
Why Join Us
• Direct access to clients and advisory-level work, not just preparation
• Supportive team without micromanagement
• Performance bonuses
• Fully paid health, dental, and vision insurance
• Stable firm with an established, high-quality client base
• Defined growth path: strong performers move toward a manager-level role, with corresponding increases in responsibility and compensation
Reporting Structure
This role reports directly to the managing partner, with close collaboration alongside our senior partner.
Responsibilities
• Prepare and review complex individual, business, trust, and estate returns
• Serve as a primary point of contact for client relationships
• Provide tax planning strategies, estimates, extensions, and projections
• Review staff work and mentor team members as you grow into the role
• Conduct tax research and apply findings to client situations
• Assist in improving internal processes and workflows
Requirements
• Active CPA license
• 7+ years of public accounting tax experience
• Strong experience with complex returns and tax planning for HNW individuals and closely held businesses
• Ability to manage multiple engagements and deadlines
• Experience with CCH Axcess, CCH Axcess Intelligence, or similar tax software; familiarity with Canopy a plus
• Strong client communication skills
• Trustworthy with confidential client financial information
Benefits & Compensation
• Starting salary: $125,000 - $150,000, based on experience and demonstrated skill level
• Performance bonuses
• 100% employer-paid health, dental, and vision insurance
• Retirement plan with matching
• 3 weeks PTO to start
• Continuing education and license reimbursement
To Apply
Please send your resume and a brief note about your experience with complex returns and tax planning.