Senior Tax Advisor, Wealth Management- Hightower Bethesda

Hightower • Bethesda, MD

13d • $80,000 - $150,000 • Hybrid

About The Position

At Hightower Bethesda Wealth Management, we believe exceptional financial planning extends beyond investments. As a fiduciary, fee-only wealth management firm based in Bethesda, Maryland, we deliver comprehensive advice that integrates investment management, financial planning, and advanced tax strategies to help clients achieve their goals. We are a collaborative, entrepreneurial team passionate about delivering thoughtful, personalized advice and creating exceptional client experiences. As our dedicated internal tax professional, you will have a unique opportunity to help shape and expand our tax planning capabilities while partnering directly with advisors and high-net-worth clients on sophisticated planning opportunities. If you're looking for a role where your expertise is valued, your ideas are welcomed, and your work directly influences client outcomes, we'd love to meet you.

Requirements

• Bachelor's degree in Accounting required
• 5+ years of tax experience, ideally involving individual and closely held business returns
• Strong analytical, communication, and presentation skills
• Demonstrated ability to build effective relationships with clients and professional partners
• Excellent organizational skills and ability to manage multiple priorities within a fast-paced environment
• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• CPA designation strongly preferred (EA considered)
• High-net-worth tax planning experience preferred

Responsibilities

• Serve as the firm's primary internal tax resource for advisors and staff
• Analyze individual, business, and trust tax returns to uncover planning opportunities and potential tax savings
• Design proactive tax strategies that align with clients' financial plans, investment portfolios, and long-term objectives
• Partner with advisors in preparing for and participating in client meetings to explain tax strategies and recommendations
• Coordinate with clients' CPAs, attorneys, and other professionals to ensure seamless execution of planning initiatives
• Research complex federal and state tax topics and communicate relevant legislative updates to the team
• Prepare tax projections, estimated tax analyses, and other planning-related calculations
• Develop scalable processes, tools, templates, and resources that enhance the firm's tax planning capabilities
• Deliver internal training and educational sessions to strengthen advisor tax knowledge
• Help shape the future of tax planning within a rapidly growing wealth management practice

Benefits

• Competitive base salary of $80,000 to $150,000, plus bonus opportunity based on experience and qualifications
• Medical, dental, and vision coverage starting on your first day
• 401(k) with employer contributions
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Generous paid time off
• Flexible work environment
• Ongoing professional development and continuing education opportunities
• Meaningful career growth within a growing, advisor-led firm
• Opportunity to build and influence a key strategic capability within the practice

What This Job Offers

• Job Type: Full-time
• Career Level: Senior