Build a Career That Goes Beyond Tax Work
We’re looking for thoughtful, proactive professionals who want to do meaningful work for high-quality clients—and be part of a team that values both excellence and how we treat people.
- Senior Tax Associate
- Executive/Personal Assistant
Senior Tax Associate
Senior Tax Accountant / Client Advisor Bel Air, MD (In-Person)
Most public accounting roles are built around volume and deadlines.
Ours is built around relationships, thoughtful planning, and doing things right.
We are a boutique tax and advisory firm serving a select group of high-income individuals and business owners. Our clients value depth, clarity, and long-term guidance; not rushed, transactional work.
What Makes This Role Different
- Low-volume, high-touch client work
- Direct involvement in client conversations and planning
- <50 hours during busy season
- Tight-knit, supportive team environment
- “Summer schedule” option after a proven period
What You’ll Do
- Prepare and review complex individual and business tax returns
- Participate in client meetings and explain tax concepts clearly
- Identify planning opportunities and follow through
- Communicate with clients throughout the year
- Collaborate with a small, high-performing team and strong support staff
Who This Is For
- 5+ years experience of tax return preparation
- Comfortable working directly with clients
- Detail-oriented and takes pride in doing things right
- Wants to move beyond pure compliance into advisory
Who This Is NOT For
- Prefer high-volume, fast-turn work over quality
- Not interested in client interaction
- Looking for fully remote work
Qualifications
- 5+ years experience of tax return preparation
- Strong background in complex individual and business returns
- CPA highly preferred (EA or equivalent experience considered)
Executive/Personal Assistant
Executive/Personal Assistant
We are looking for a highly organized, fast-learning professional who enjoys helping people, creating order, and supporting a high-performing team.
Plack Group is a boutique tax and advisory firm serving high-income individuals and business owners across the United States from our Bel AIR, MD office. Our clients value thoughtful communication, attention to detail, and exceptional service; not rushed, transactional interactions.
This role supports both the owner and the broader team through a mix of executive support, client communication, operational coordination, and light tax-related administration.
What You’ll Do
- Manage schedules, priorities, and communication for the owner
- Serve clients professionally by phone, email, and video
- Organize documents, workflows, and internal processes
- Help process tax returns and client documents
- Send documents for electronic signature and track completion
- Support the team and help keep day-to-day operations running smoothly
- Assist with personal administrative tasks for the owner
Who Thrives in This Role
- Organized, detail-oriented, and dependable
- Warm, professional, and service-minded with clients
- Fast learner who enjoys mastering systems and processes
- Comfortable with direct communication and accountability
- Able to prioritize well and work without significant oversight
- Pro-active and is always looking to improve
- Enjoys variety, responsibility, and being part of a close-knit team
This Role Is NOT a Fit If You
- Prefer repetitive work with little variety
- Need constant direction to stay on task
- Dislike learning new systems or processes
- Are looking for a remote or low-interaction role
Qualifications
- Administrative, executive assistant, or operations support experience preferred
- Strong organizational and communication skills
- Experience with Google Workspace and Microsoft Office
- Comfortable learning new software quickly
- Bachelor’s degree preferred
If you’re ready to help us grow our team and apply your expertise in a setting that values both professionalism and personalized service, we’d love to hear from you!
Please email us at [email protected]
More than just taxes
Strategic solutions for high-income individuals and business owners with complex tax situations
Your financial life isn’t simple; and your tax strategy shouldn’t be either.
We specialize in working with individuals in the highest tax brackets and driven business owners navigating increasingly complex financial decisions. Our approach is thoughtful and proactive, focused on uncovering opportunities, structuring smarter strategies, and supporting long-term growth.
We bring clarity to complexity; providing tailored insights and practical recommendations designed to help you move forward with confidence. We believe financial decisions should support more than just numbers; they should align with your values, your family, and the life you’re called to build.
We exist to
make a difference
in people’s lives.
The Plack Group works with clients in the areas of wealth-management, tax strategy, and business solutions through our coaching, planning, and accounting services.
Our clients look to transform the way they do business and embrace unprecedented personal and business development, balancing their personal and professional lives with a sense of purpose.
What we do
Tax Strategy for Business Owners
As your business grows, so do the tax implications behind every decision. We work with business owners to develop proactive tax strategies that align with how their business operates and evolves. From entity structure and income timing to long-term planning, we help you make informed decisions that reduce tax exposure and support sustainable growth. This is ongoing, strategic work, designed to bring clarity to complex situations and ensure your tax strategy keeps pace with your success.
Tax Strategy for High Income Individuals
When your income comes from multiple sources, tax planning becomes less about preparation—and more about coordination. We work with high-income individuals to bring structure across salaries, investments, real estate, and other income streams. The goal is to ensure everything is working together efficiently, not creating unnecessary tax exposure. With the right visibility and planning, you can make more informed decisions, avoid surprises, and maintain control over an increasingly complex financial picture.
Business Strategy & Execution: Codify
Running a successful business requires more than good ideas; it requires clarity, alignment, and consistent execution. Through our Codify framework, we work directly with business owners and leadership teams to define clear goals, improve accountability, and create structure around how the business operates. This is a customized approach designed to strengthen decision-making, increase profitability, and build a more aligned, effective organization. By connecting your business strategy with your broader personal goals, we help you build a business that not only performs; but supports the life you want to live.
Ongoing Advisory
The most important financial decisions rarely happen at tax time. They happen throughout the year; when income changes, opportunities come up, or something unexpected forces a decision. That’s where we come in. We stay actively involved, helping you think through decisions as they happen, adjust your strategy in real time, and keep everything aligned as your situation evolves. It’s a steady, ongoing partnership—so you’re not reacting after the fact, but moving forward with clarity and intention.
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