Location: McLean,Virginia,United States
POSITION SUMMARY
The Tax Associate will support the continued growth of the firm’s tax advisory services by assisting with tax research, estimated tax calculations, and coordination across internal teams. Working closely with the Director of Tax, this individual will help expand the department’s capacity to deliver accurate, timely, and proactive tax planning services as part of the firm’s integrated wealth management approach.
This is an exciting opportunity for an emerging tax professional to gain hands-on experience, develop their analytical skills, and learn directly from an experienced tax expert. As the department enters a new phase of growth, the Tax Associate will have the opportunity to take on increasingly complex analytical and tax planning responsibilities while contributing to the evolution of the firm’s tax advisory services. With meaningful mentorship and room for professional advancement, this role offers a unique opportunity to build a long-term career in tax planning and advisory.
RESPONSIBILITIES
Tax Planning & Analysis
Assist with tax projections and planning strategies, including Roth conversions, qualified charitable distributions (QCDs), donor-advised funds (DAFs), tax withholding, retirement income planning, and Medicare IRMAA considerations.
Tax Return Review
Review client tax returns to identify potential tax planning opportunities
Client Meeting Support
Prepare client meeting materials including prior-year tax summaries and projection exhibits
Take notes during client meetings and track post-meeting action items for completion
Tax Research
Research tax laws, regulations, and planning strategies to support client recommendations.
Draft internal responses to tax-related questions and document supporting sources for review
Administrative Support
Assist with document formatting, PDF conversion, email drafts, template maintenance, and internal knowledge-base updates.
Track open tax requests and maintain status dashboards in CRM, to ensure timely completion of deliverables.
REQUIREMENTS
Certifications:
CPA eligibility
Enrolled Agent credential, or progress toward a tax credential preferred.
Education:
Bachelor’s degree in accounting, finance, taxation, or related field
Experience:
1–3 years of tax, public accounting, wealth management, or financial planning experience preferred
Working knowledge of individual income tax returns and common planning concepts
Strong Excel skills and ability to work with projections and client data
Strong writing skills for client-ready and advisor-facing summaries
Detail-oriented, organized, and able to manage multiple open requests
Location: This position is based out of our office in McLean, VA with eligibility to work a hybrid schedule after a successful 90 day introductory period.
Compensation: The anticipated salary range for this position is $25.00 - $30.00 per hour, commensurate with experience.
Schedule: This is a part-time position requiring approximately approximately 29 hours per week, to be completed during our core business hours of 9:00 a.m. to 5:00 p.m.
ABOUT US
Cassaday & Company manages approximately $8 billion in assets for approximately 3,300 households.
Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.
BENEFITS
