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Open nowPosted 6 days ago

Senior Tax Advisor, Wealth Management- Hightower Bethesda

Hightower65 open roles

Where
Bethesda, MD, USA
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Your applicationOpen nowSenior Tax Advisor, Wealth Management- Hightower BethesdaHightower · Bethesda, MD, USA

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This job: posted 6 days ago

The posting

Your Future Team 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   The RoleWe're seeking a Senior Tax Advisor, Wealth Management to join our growing wealth management practice and serve as a key member of our tax planning team. This is not a tax preparation role. Instead, you'll focus on identifying strategic planning opportunities, solving complex tax challenges, and partnering with advisors to deliver sophisticated advice to high-net-worth clients. You'll collaborate closely with wealth advisors, clients, CPAs, attorneys, and other professionals to develop and implement tax efficient strategies that support clients' broader financial goals. This role offers the opportunity to work alongside experienced professionals, contribute to an established tax planning function, and help further enhance the value we deliver to clients.   What You'll Do

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

  Planning Areas You'll Influence You'll help clients navigate a wide range of sophisticated planning opportunities, including:

Roth conversion strategies Capital gain and tax-loss planning Charitable giving strategies and donor-advised funds Qualified Charitable Distributions (QCDs) Business entity and ownership structure planning Retirement income and distribution strategies Equity compensation planning, including RSUs and stock options Estate and trust tax planning coordination Tax-efficient portfolio withdrawal strategies

  What You’ll Bring

Bachelor's degree in Accounting required CPA designation strongly preferred (EA considered) 5+ years of tax experience, ideally involving individual and closely held business returns High-net-worth tax planning experience preferred 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

  What Success Looks Like Within this role, you'll have the opportunity to:

Become the trusted tax planning authority for the advisory team Identify meaningful tax savings and planning opportunities for clients Enhance the client experience through sophisticated, integrated advice Build scalable and repeatable tax planning processes Strengthen the firm's reputation as a premier wealth management partner Help shape the strategic direction of our growing tax planning offering

  What We Offer We invest in our people and are committed to supporting both personal and professional success.

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

  AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.   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.

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