Mason Investment Advisory Services, Inc. ยท 2 days ago
Tax Reviewer
Reston, VA
Part-time
Onsite
Senior Level, Lead/Staff
10+ years expMason Investment Advisory Services, Inc. is a financial planning and investment advisory firm based in Reston, Virginia. They are seeking an experienced professional to review individual and trust returns for high net-worth individuals, ideally suited for professionals looking for part-time work during tax season.
BankingConsultingFinancial ServicesVenture Capital
Responsibilities
Review individual and trust returns for high net-worth individuals
Qualification
Required
At least 10 years of experience preparing and reviewing individual tax returns
Detail-oriented
Strong organizational skills
Strong communication skills
Capable of working in a paperless environment
Preferred
CPA's
Attorneys
Enrolled Agents
Prior experience with CCH Axcess or ProSystem fx
Company
Mason Investment Advisory Services, Inc.
Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice.
51-200 employees
H1B Sponsorship
Mason Investment Advisory Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Christopher Schreiner
Chief Operating Officer/Sr. Financial Planner
Scott George
Chief Investment Officer
Company data provided by crunchbase