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.
Hiring: Senior Tax Associate or Tax Manager
We Offer
- A client base made up of thoughtful, high-quality individuals and business owners.
- The opportunity to work alongside experienced advisors and continue growing your expertise.
- A professional, team-oriented environment that values both performance and balance.
Ideal Candidate Will Bring
- Have experience in public accounting and are comfortable working with complex tax situations
- Communicate well and enjoy building relationships with clients
- Think proactively and look beyond the return
- Take ownership of your work and follow through
We are Hiring a Senior Tax Associate or Tax Manager
We are a boutique tax and advisory firm serving high-income individuals, successful business owners, and their businesses across the United States. Our clients value thoughtful guidance, proactive planning, and clear communication.
We take a white-glove approach to service and pride ourselves on doing excellent work for excellent clients. We are a technology-forward firm, using modern tools and systems to work efficiently and deliver a high-quality client experience. Our culture is grounded in shared values; many members of our team and client base come from faith-centered backgrounds, shaping our emphasis on integrity, stewardship, and long-term relationships.
This position is a blended role that includes direct client interaction, advisory support, and tax preparation. The ideal person is technically strong, client-facing, and proactive; someone who anticipates needs, identifies planning opportunities, and takes ownership of client relationships.
Key Responsibilities
- Prepare and review complex individual and business tax returns
- Support tax planning and advisory services for individuals and business owners
- Participate in client meetings (video and in person), explaining tax issues in a relatable manner
- Communicate with clients via email, phone, and video
- Proactively identify issues and opportunities and follow through on solutions
- Collaborate with a small team and mentor others as needed
Qualifications
- Public accounting experience with complex individual and business returns
- Comfortable leading client discussions
- Strong technical tax foundation or desire to deepen expertise
- Experience with Lacerte and/or ProConnect, QuickBooks Online, Google Workspace, and Microsoft Office (or willingness to learn)
- CPA or EA preferred, not required
Why Join Us
- Interesting, complex tax work with high-quality clients
- Predictable hours and respect for life outside of work
- Collaborative, technology-forward environment
- Competitive compensation and full benefits
- On-site role based in Bel Air, MD
If you’re looking for a role where you can grow, contribute, and work more closely with clients, we’d welcome a conversation. Send your resume to [email protected]
CURRENTLY ACCEPTING INQUIRIES FOR 2026
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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As a free gift, you’ll receive a chapter of Get Your Life Back.