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Senior Tax Associate

Reference Number: DW5746
Location: Bethesda, Maryland

The Judson Group has partnered with a nationally recognized wealth advisory firm in the search for a Senior Tax Associate. The ideal candidate will have public accounting experience servicing a variety of tax products.


• Maintain the client relationships, administration, and servicing of all tax needs of assigned clients.

• Prepare and review all tax documents for HNW clients ensuring accuracy.

• Perform tax planning and reviews tax projections.

• Prepare and review tax returns, tax research and communications and other requested deliverables.

• Support IRS and state audit defense.

• Assists various team members to ensure client and team objectives are met.


• BA/BS preferably in Accounting or a related field; CPA in good standing required.

• 5+ years of experience in an accounting role.

• Public accounting experience preferred.

• Audit and/or compliance experience desirable.

• Strong knowledge and passion for tax services and exceeding customer expectations.

• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.

• Able to work under pressure and meet deadlines in a fast-paced, demanding environment.


Commensurate with experience.


Bethesda, Maryland

Ready to take the next step in your career?  Email your resume in MS Word format to A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.