Senior Tax Planning Consultant - Hightower Bethesda
About The Position
Hightower Bethesda Wealth Management is a fiduciary fee-only practice in Bethesda, Maryland, offering comprehensive wealth management services including investing, financial planning, and tax mitigation. They utilize a holistic, data-driven, and inclusive approach. The company fosters a collaborative, entrepreneurial culture that provides professionals with opportunities for significant impact, professional growth, and the chance to shape the tax planning function within a rapidly expanding practice. This role is not for tax preparation but focuses on partnering with advisors to identify sophisticated tax planning opportunities, solve complex client situations, and collaborate with clients' CPAs and attorneys to deliver coordinated advice. The ideal candidate enjoys solving difficult tax problems, researching complex issues, and translating technical tax concepts into actionable recommendations, thriving in a collaborative environment to help advisors and clients make informed decisions.
Requirements
- BA/BS in Accounting required
- CPA strongly preferred (EA considered)
- 5 years of tax experience, preferably reviewing individual and closely held business returns
- Experience with high-net-worth tax planning strongly preferred
- Strong communication and presentation skills
- Ability to build relationships with advisors, clients, and outside professionals
- Self-starter with excellent organizational and project management skills
- 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 strongly preferred (EA considered)
- Experience with high-net-worth tax planning strongly preferred
Responsibilities
- Serve as the practice’s primary internal tax resource for advisors and staff
- Analyze individual, business, trust, and related tax returns to identify planning opportunities (not tax preparation)
- Develop proactive tax strategies aligned with clients' overall financial plans and investment strategies
- Partner with advisors before and during client meetings to explain tax strategies in clear, practical language
- Coordinate with clients, CPAs, attorneys, and other professionals to implement planning recommendations
- Research complex federal and state tax issues and communicate legislative changes to the advisory team
- Prepare quarterly and annual tax projections, estimated tax analyses, and payroll-related calculations when needed
- Create scalable tax planning processes, templates, and educational resources
- Develop presentations and internal training to improve advisor tax knowledge
- Help build and continuously improve our tax planning capabilities
Benefits
- Medical, dental, and vision insurance beginning on day one
- 401(k) with employer contributions
- Flexible spending and health savings account options
- Generous PTO and flexible work environment
- Professional development and long-term career advancement
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What This Job Offers
Job Type
Full-time
Career Level
Senior
