Build Your Career at Evermay 

Evermay Tax, LLC, an affiliate of Evermay Wealth Management, LLC, is headquartered in Annapolis, Maryland, with an additional office in Arlington, Virginia. In early 2026, Evermay Tax joined forces with Evermay Wealth Management to create a more integrated model that combines tax expertise with comprehensive wealth management.

Since Evermay's founding in 2009, our philosophy has been that effective financial advice cannot exist in silos. Tax planning, investment management, estate planning, retirement planning, and family office services are deeply interconnected, and meaningful client outcomes are often achieved when these disciplines work together.

While Evermay Tax and Evermay Wealth Management operate as separate legal entities, our professionals collaborate closely to provide clients with coordinated advice and a seamless experience. Tax professionals work alongside wealth advisors, estate planning professionals, and investment specialists to help clients make informed decisions regarding income taxes, investment strategies, retirement distributions, charitable giving, business planning, estate planning, and multi-generational wealth transfer.

For tax professionals, this creates a unique opportunity to practice in a collaborative environment that extends beyond the traditional public accounting model. As a member of the Evermay Tax team, you will play a meaningful role in shaping long-term client strategies while working alongside professionals across multiple disciplines to deliver exceptional service and comprehensive advice.

Position Description

The Tax Director will provide strategic leadership over the firm's tax department, overseeing complex client engagements, driving business development, and mentoring the next generation of tax professionals. This role carries significant autonomy and visibility, working closely with the firm's partners on practice management, client strategy, and firm direction.

Principal consideration: This position offers a genuine path to partnership for the right candidate. We are looking for someone who wants to build a long-term future with the firm — a proven track record of technical excellence, client leadership, and business development will be considered for principal admission, commensurate with performance and firm needs.

Primary Duties 

Key Responsibilities

• Provide final technical review and sign-off on complex federal, state, and local tax matters for individuals, corporations, partnerships, trusts, and estates
• Lead tax planning strategy for the firm's most significant and complex clients
• Oversee the tax department's operations, including workflow, staffing, and quality control
• Serve as the primary relationship owner for key clients, ensuring high-level service and identifying opportunities to expand engagements
• Drive business development efforts, including networking, proposals, and community/industry presence to grow the firm's client base
• Mentor and develop Tax Managers and Senior Managers, supporting their technical growth and career progression
• Monitor emerging tax legislation and regulatory changes, advising firm leadership on implications for clients and practice strategy
• Represent clients in high-level dealings with tax authorities, including complex audits and controversy matters
• Partner with firm leadership on strategic planning, profitability, and long-term practice direction
• Uphold and strengthen the firm's risk management and quality control standards

Qualifications/Skills

• Bachelor's degree in Accounting, Finance, or related field (Master's in Taxation strongly preferred)
• Active CPA license required
• Minimum 10+ years of progressive tax experience in public accounting, including experience at the Manager/Senior Manager level or above
• Deep technical expertise across federal and state tax matters
• Demonstrated success in business development and client relationship management
• Strong record of leading and developing teams
• Excellent executive presence and communication skills, with the ability to represent the firm externally

Preferred Experience

• Existing book of business or demonstrated ability to originate new client relationships
• Experience with multi-state and/or international tax matters
• Prior experience operating at the Director or Partner level in a firm of similar size and structure

What We Offer

• Highly competitive salary commensurate with experience
• Performance-based bonus structure
• A genuine, structured path to partnership for the right candidate
• Comprehensive benefits package (health, dental, vision, 401(k) with match)
• Paid time off and firm holidays
• CPE support and continuing education reimbursement
• Significant autonomy and a direct voice in firm strategy

Interested candidates should submit a resume and cover letter to info@evermay.com. This role is available out of either our Arlington, VA or Annapolis, MD offices.

Evermay Tax, LLC, an affiliate of Evermay Wealth Management, LLC, is headquartered in Annapolis, Maryland, with an additional office in Arlington, Virginia. In early 2026, Evermay Tax joined forces with Evermay Wealth Management to create a more integrated model that combines tax expertise with comprehensive wealth management.

Since Evermay's founding in 2009, our philosophy has been that effective financial advice cannot exist in silos. Tax planning, investment management, estate planning, retirement planning, and family office services are deeply interconnected, and meaningful client outcomes are often achieved when these disciplines work together.

While Evermay Tax and Evermay Wealth Management operate as separate legal entities, our professionals collaborate closely to provide clients with coordinated advice and a seamless experience. Tax professionals work alongside wealth advisors, estate planning professionals, and investment specialists to help clients make informed decisions regarding income taxes, investment strategies, retirement distributions, charitable giving, business planning, estate planning, and multi-generational wealth transfer.

For tax professionals, this creates a unique opportunity to practice in a collaborative environment that extends beyond the traditional public accounting model. As a member of the Evermay Tax team, you will play a meaningful role in shaping long-term client strategies while working alongside professionals across multiple disciplines to deliver exceptional service and comprehensive advice.

Position Description

The Tax Manager will oversee tax compliance and planning engagements for a diverse client base, manage and mentor tax staff and seniors, and serve as a key point of contact for client relationships. This role combines technical tax expertise with team leadership and client management responsibilities.

Primary Duties 

Key Responsibilities

• Manage and review complex federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates
• Develop and implement tax planning strategies to minimize client tax liabilities and ensure compliance
• Research and resolve complex tax issues, staying current on changes in tax law and regulations
• Manage client relationships, serving as a primary contact for tax matters and building long-term trust
• Supervise, train, and mentor tax seniors and staff accountants; review their work and provide constructive feedback
• Oversee engagements, timelines, and staffing to ensure profitable and timely completion of projects
• Identify opportunities for additional services and support business development efforts, including proposals and networking
• Represent clients in dealings with tax authorities, including audits and notices
• Ensure quality control and adherence to firm policies and professional standards

Qualifications/Skills

• Bachelor's degree in Accounting, Finance, or related field (Master's in Taxation a plus)
• Active CPA license required
• Minimum 5-7 years of progressive tax experience in public accounting, including supervisory experience
• Strong knowledge of federal and state tax codes, regulations, and compliance procedures
• Experience with tax preparation and research software (e.g., CCH Axcess, ProSystem fx, UltraTax, BNA)
• Excellent analytical, organizational, and communication skills
• Proven ability to manage multiple engagements and deadlines simultaneously
• Strong leadership skills with experience mentoring and developing staff

Preferred Experience

• Experience serving small to medium-sized businesses
• Exposure to multi-state and/or international tax issues
• Prior experience in a firm of similar size and structure

What We Offer

• Competitive salary commensurate with experience
• Performance bonuses
• Comprehensive benefits package (health, dental, vision, 401(k) with match)
• Paid time off and firm holidays
• CPE support and continuing education reimbursement
• Clear path to Senior Manager/Partner track

Interested candidates should submit a resume and cover letter to info@evermay.com. This role is available out of either our Arlington, VA or Annapolis, MD offices.

Evermay Tax, LLC, an affiliate of Evermay Wealth Management, LLC, is headquartered in Annapolis, Maryland, with an additional office in Arlington, Virginia. In early 2026, Evermay Tax joined forces with Evermay Wealth Management to create a more integrated model that combines tax expertise with comprehensive wealth management.

Since Evermay's founding in 2009, our philosophy has been that effective financial advice cannot exist in silos. Tax planning, investment management, estate planning, retirement planning, and family office services are deeply interconnected, and meaningful client outcomes are often achieved when these disciplines work together.

While Evermay Tax and Evermay Wealth Management operate as separate legal entities, our professionals collaborate closely to provide clients with coordinated advice and a seamless experience. Tax professionals work alongside wealth advisors, estate planning professionals, and investment specialists to help clients make informed decisions regarding income taxes, investment strategies, retirement distributions, charitable giving, business planning, estate planning, and multi-generational wealth transfer.

For tax professionals, this creates a unique opportunity to practice in a collaborative environment that extends beyond the traditional public accounting model. As a member of the Evermay Tax team, you will play a meaningful role in shaping long-term client strategies while working alongside professionals across multiple disciplines to deliver exceptional service and comprehensive advice.

Position Description

The Senior Accountant will take a lead role on client engagements, preparing and reviewing financial statements, tax returns, or workpapers, while supervising junior staff and interacting directly with clients. This role is ideally suited for an experienced public accounting professional seeking to expand their responsibilities and continue progressing along a leadership and management career path.

Primary Duties 

Key Responsibilities

• Prepare and review financial statements, general ledger reconciliations, and supporting workpapers
• Lead day-to-day fieldwork on assigned engagements
• Prepare complex individual, corporate, partnership, and/or trust tax returns, as applicable
• Identify accounting and reporting issues, research applicable guidance, and propose solutions
• Supervise and review the work of staff accountants and interns; provide on-the-job coaching and feedback
• Communicate directly with clients to gather information, resolve open items, and answer questions
• Assist engagement managers and partners with planning, budgeting, and status updates
• Ensure engagements are completed accurately and on time
• Stay current on relevant accounting standards and tax regulations

Qualifications/Skills

• Bachelor's degree in Accounting or related field
• CPA license or actively pursuing CPA certification (if not yet licensed)
• Minimum 2-4 years of experience in public accounting
• Solid understanding of tax compliance
• Experience with accounting/tax software (e.g., QuickBooks, CCH Axcess, ProSystem fx, UltraTax, Caseware)
• Strong Excel skills
• Excellent attention to detail, analytical thinking, and organizational skills
• Ability to manage multiple engagements and deadlines with minimal supervision
• Strong written and verbal communication skills

Preferred Experience

• Experience serving small to medium-sized businesses
• Prior experience supervising or reviewing the work of junior staff

What We Offer

• Competitive salary commensurate with experience
• Performance bonuses
• Comprehensive benefits package (health, dental, vision, 401(k) with match)
• Paid time off and firm holidays
• CPA exam and licensing support, plus CPE reimbursement
• Clear path to Manager

Interested candidates should submit a resume and cover letter to info@evermay.com. This role is available out of either our Arlington, VA or Annapolis, MD offices.

Evermay Tax, LLC, an affiliate of Evermay Wealth Management, LLC, is headquartered in Annapolis, Maryland, with an additional office in Arlington, Virginia. In early 2026, Evermay Tax joined forces with Evermay Wealth Management to create a more integrated model that combines tax expertise with comprehensive wealth management.

Since Evermay's founding in 2009, our philosophy has been that effective financial advice cannot exist in silos. Tax planning, investment management, estate planning, retirement planning, and family office services are deeply interconnected, and meaningful client outcomes are often achieved when these disciplines work together.

While Evermay Tax and Evermay Wealth Management operate as separate legal entities, our professionals collaborate closely to provide clients with coordinated advice and a seamless experience. Tax professionals work alongside wealth advisors, estate planning professionals, and investment specialists to help clients make informed decisions regarding income taxes, investment strategies, retirement distributions, charitable giving, business planning, estate planning, and multi-generational wealth transfer.

For tax professionals, this creates a unique opportunity to practice in a collaborative environment that extends beyond the traditional public accounting model. As a member of the Evermay Tax team, you will play a meaningful role in shaping long-term client strategies while working alongside professionals across multiple disciplines to deliver exceptional service and comprehensive advice.

Position Description

The Staff Accountant supports Evermay Tax engagement teams by assisting with the preparation of financial statements, tax returns, and workpapers under the guidance of senior staff and managers. This role provides an opportunity for an early-career accountant to develop technical skills, gain exposure to a variety of client engagements, and build a strong foundation for career growth within public accounting.

Primary Duties 

Key Responsibilities

• Assist in the preparation of financial statements, general ledger reconciliations, and supporting workpapers
• Prepare individual, corporate, and/or partnership tax returns under senior review, as applicable
• Organize and maintain accurate, well-documented workpapers in accordance with firm standards
• Assist with data entry, account analysis, and basic research on accounting and tax questions
• Communicate with clients under supervision, to request or clarify information
• Meet assigned deadlines and communicate proactively with seniors and managers on engagement status
• Participate in on-the-job training and firm-provided professional development

Qualifications/Skills

• Bachelor's degree in Accounting, Finance, or related field
• Eligible to sit for the CPA exam, or actively pursuing CPA licensure, preferred
• 0-2 years of accounting experience (internship experience welcomed)
• Basic understanding of tax principles
• Proficiency in Microsoft Excel; familiarity with accounting software (e.g., QuickBooks) a plus
• Strong attention to detail and willingness to learn
• Good organizational and time-management skills
• Strong written and verbal communication skills
• Ability to work effectively both independently and as part of a team

Preferred Experience

• Prior internship in public accounting or a related field
• Coursework or exposure to tax law 

What We Offer

• Competitive starting salary
• Comprehensive benefits package (health, dental, vision, 401(k) with match)
• Paid time off and firm holidays
• CPA exam and licensing support, plus CPE reimbursement
• Structured mentorship and a clear path to Senior Accountant

Interested candidates should submit a resume and cover letter to info@evermay.com. This role is available out of either our Arlington, VA or Annapolis, MD offices.

The Senior Wealth Advisor plays a central role in delivering Evermay’s mission to provide thoughtful, high-quality financial guidance rooted in trust and care. As a lead point of contact for a select group of clients, this individual is responsible for building deep, lasting relationships and guiding clients through life’s financial decisions with clarity and confidence. 

This role requires strong technical expertise, sound judgment, and a sincere dedication to service. The ideal candidate will bring a proactive mindset, a desire to contribute meaningfully to our team culture, and a commitment to supporting each client’s unique goals with personalized, fiduciary advice. 

Advisors at Evermay are not only responsible for stewarding existing relationships, but also for contributing to the continued growth of the firm, identifying new opportunities, nurturing prospective relationships, and helping to strengthen Evermay’s reputation as a trusted wealth advisory firm. 

Primary Duties 

Client Experience & Relationship Management 

• Serve as the lead advisor for a dedicated group of clients, providing proactive, holistic guidance
• Deliver comprehensive financial planning, including retirement, estate, insurance, charitable, and tax strategy coordination
• Collaborate with our Portfolio Management Team to align investment strategy with client goals
• Participate in and contribute to Evermay’s Investment Committee discussions and initiatives
• Ensure a consistently exceptional experience through attentive communication, meeting follow-ups, and thoughtful service 

Growth & Business Development 

• Actively cultivate new client relationships through referrals, community engagement, and networking
• Maintain relationships with Centers of Influence (COIs) and look for opportunities to expand our reach
• Demonstrate strong business judgment and a growth mindset while stewarding Evermay’s brand and values 

Technology & Innovation 

• Embrace and leverage internal systems (e.g., CRM, planning software, client portal) to streamline client workflows and improve service delivery
• Look for opportunities to adopt new tools that enhance efficiency and engagement 

Team Culture & Leadership 

• Contribute to a positive, supportive environment that encourages growth and development, both for clients and team members 
• Mentor or coach junior staff when appropriate and actively support Evermay’s collaborative culture 

Qualifications/Skills 

• CFP® certification required; CFA® or other relevant credentials a plus
• 3–5+ years of client-facing experience in financial planning, private wealth, or a similar advisory role
• Strong interpersonal and communication skills, with a genuine passion for helping others
• Ability to build trust, listen deeply, and translate complex financial matters into clear, actionable advice
• Comfort with technology and a desire to continuously learn and improve
• Entrepreneurial spirit with a focus on integrity, growth, and team collaboration
• Proficient in Microsoft Office (Excel, Word, PowerPoint) 

The Associate Wealth Advisor position plays an integral role in the success of Evermay Wealth Management by supporting our Wealth Advisors and their clients. You will leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. 

Primary Duties 

• Strategize with Wealth Advisor to ensure client communication is timely and thorough.
• Prepare comprehensive client meeting deliverables, analyze client data, and evaluate potential planning strategies.
• Attend and participate in client meetings; own the execution of post-meeting actions.
• Leverage internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning; Consider Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation.
• Seek out leadership roles in the team and firm projects/assignments related to Financial and Estate Planning, and Investments.
• Craft client meeting agenda and determine deliverables to be presented; analyze client data and develop strategies; collaborate with Wealth Advisor to define both the client strategy and the most effective form of presentation.
• Prepare and finalize all standard deliverables related to the delivery of wealth management advice based on input from team members.
• Initiate an update to client’s financial plan based on changing client needs.
• Perform proactive client touchpoints to foster relationships and add value; Proactively utilize available technology, tools, and partners.
• Continue to expand knowledge across all areas of financial planning, including cash flow management, investments, insurance, tax strategy, retirement analysis and estate planning.
• Network with the business community to help increase visibility of Evermay brand.
• Contribute content for ongoing education workshop series, firm newsletters, and blog posts.
• Achieve strong proficiency in relevant technologies including MoneyGuide, Wealth Studios, Tamarac Reporting/Rebalancing/CRM and Charles Schwab’s platform.

Client Experience & Relationship Management 

• Assist with the delivery of comprehensive financial planning, including retirement, estate, insurance, charitable, and tax strategy coordination.
• Collaborate with our Portfolio Management Team to align investment strategy with client goals.
• Participate in and contribute to Evermay’s Investment Committee discussions and initiatives.
• Ensure a consistently exceptional experience through attentive communication, meeting follow-up, and thoughtful service.

Growth & Business Development 

• Assist the Wealth Advisor with cultivating new client relationships through referrals, community engagement, and networking.
• Begin to develop relationships with Centers of Influence (COIs) and look for opportunities to expand our reach.
• Demonstrate strong business judgment and a growth mindset while stewarding Evermay’s brand and values.

Technology & Innovation 

• Embrace and leverage internal systems (e.g., CRM, planning software, client portal, AI note-taker) to streamline client workflows and improve service delivery.
• Look for opportunities to adopt new tools that enhance efficiency and engagement.

Team Culture & Leadership 

• Contribute to a positive, supportive environment that encourages growth and development, both for clients and team members.
• Mentor or coach junior staff when appropriate and actively support Evermay’s collaborative culture.

Qualifications/Skills 

• Ability to provide a high level of authentic service and compassion to client relationships.
• Dedication to high-quality work and significant attention to detail.
• Strong interpersonal and telephone communication skills.
• Must adhere to the highest level of personal integrity.
• Ability to work independently but also collaborate/communicate well in a team environment.
• Must be a self-starter and proactively manage workload, communications, and ownership of tasks.
• Financial Planning, Wealth Management, or related industry: 2+ years required.
• Experience with MoneyGuide and/or Wealth Studios preferred but not required.
• Experience with Microsoft Dynamics preferred but not required.
• CFP® or ChFC® designation required.
• Analytical problem solving skills
• Bachelor’s degree in business/finance is required.