Senior Tax Planning Consultant - Hightower Bethesda

Hightower Advisors•Bethesda, MD

22d•Hybrid

About The Position

Hightower Bethesda Wealth Management is a fiduciary fee-only practice in Bethesda, Maryland. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven, and inclusive approach. Our collaborative, entrepreneurial culture gives professionals the opportunity to make a meaningful impact. You'll work alongside experienced wealth advisors, help shape our tax planning function, influence client outcomes, and enjoy significant opportunities for professional growth in a rapidly expanding practice. We are seeking a Senior Tax Planning Consultant to become our practice’s internal tax professional. This is not a tax preparation position. Instead, you will partner with our advisors to identify sophisticated tax planning opportunities, help solve complex client situations, and collaborate with clients' CPAs and attorneys to deliver coordinated advice. You enjoy solving difficult tax problems, researching complex issues, and translating technical tax concepts into actionable recommendations. You thrive in a collaborative environment and enjoy helping advisors and clients make informed decisions. You will report to the COO.

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
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

Examples of Planning Topics: Roth conversion analysis, Capital gain planning, Charitable giving and donor-advised funds, Qualified Charitable Distributions (QCDs), Business entity planning, Retirement distribution strategies, Equity compensation (RSUs and stock options), Estate and trust tax coordination, Tax-efficient portfolio withdrawal

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