Tax Supervisor - Family Wealth Services Group

Job Description

Job Description

Tax Supervisor - Family Wealth Services Group High-Net-Worth Tax Planning | Trust & Estate Expertise | Client Advisory | Leadership Opportunity

Compensation: $126,000 Base + Comprehensive Benefits Package

Location: Alexandria, Virginia
Schedule: Flexible Hybrid

Our client, a highly respected public accounting and advisory firm consistently recognized as one of Virginia's top employers, is seeking an experienced Tax Supervisor to join its Family Wealth Services Group.

This is more than a traditional tax compliance role.

It's an opportunity to serve as a trusted advisor to high-net-worth individuals, multi-generational families, trusts, and estates while leading complex tax engagements, mentoring staff, and helping clients navigate sophisticated wealth preservation and transfer planning strategies.

As a Tax Supervisor, you'll take ownership of key client relationships, oversee complex compliance and planning engagements, provide technical guidance to team members, and play an important role in the continued growth of a premier Family Wealth Services practice.

If you're seeking a role that combines technical tax expertise, client advisory responsibilities, leadership opportunities, and long-term career growth, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $126,000 base salary
• Flexible hybrid work environment
• Top-ranked Virginia public accounting firm
• Best Places to Work and Top Workplace recognition
• Specialized Family Wealth Services practice
• Exposure to sophisticated estate, trust, and wealth planning matters
• Direct client relationship ownership
• Opportunity to mentor and develop staff
• Strong leadership support and professional development
• Business development and networking opportunities
• Clear path toward Tax Manager and senior leadership opportunities

Exceptional candidates with extensive trust and estate expertise, advanced planning experience, or strong client relationship management skills may be considered for additional compensation opportunities.

About the Firm

Our client is a leading public accounting and advisory firm serving privately held businesses, individuals, estates, trusts, nonprofit organizations, and employee benefit plans.

Core service offerings include:

• Tax Planning & Compliance
• Family Wealth Services
• Estate & Trust Planning
• Business Advisory Services
• Audit & Assurance
• Accounting Services

The firm combines the personalized attention of a boutique practice with the expertise and resources of a larger regional organization, creating an environment where professionals can make a meaningful impact while continuing to grow their careers.

The Opportunity

As a Tax Supervisor within the Family Wealth Services Group, you'll work directly with high-net-worth individuals, families, fiduciaries, and estate representatives while helping clients address sophisticated tax planning and compliance needs.

You'll gain exposure to:

• High-Net-Worth Individual Taxation
• Fiduciary Income Taxation
• Estate Tax Compliance
• Gift Tax Planning
• Wealth Transfer Strategies
• Trust & Estate Planning
• Tax Research & Consulting
• Client Advisory Services
• Staff Leadership & Development
• Business Development Initiatives

This role offers a unique blend of technical excellence, client interaction, and leadership responsibility.

Key Responsibilities Client Engagement Leadership

• Plan, supervise, and complete multiple tax engagements simultaneously
• Serve as a primary point of contact for assigned client relationships
• Balance complex engagements while managing multiple deadlines
• Ensure timely, accurate, and high-quality client deliverables
• Anticipate client needs throughout the annual compliance cycle

High-Net-Worth Tax Planning & Compliance

• Prepare and review complex Forms 1040, 1041, 706, and 709
• Identify and evaluate tax-saving opportunities for clients and family groups
• Research federal and state tax matters affecting individuals, trusts, and estates
• Monitor changing tax laws and assess their impact on clients
• Provide proactive planning recommendations and advisory services

Client Relationship Management

• Build and maintain trusted client relationships
• Serve as a regular advisor on tax matters affecting wealth preservation and transfer
• Communicate complex tax concepts clearly and effectively
• Deliver exceptional responsiveness and client service
• Help clients navigate evolving tax and financial challenges

Leadership & Staff Development

• Supervise and mentor staff accountants and senior professionals
• Provide technical guidance and ongoing coaching
• Review work product and provide constructive feedback
• Assist with staff development and training initiatives
• Foster a collaborative and high-performing team environment

Practice Growth

• Participate in networking and business development initiatives
• Cultivate referral relationships and professional connections
• Support strategic growth of the Family Wealth Services Group
• Contribute to operational improvements and best practices
• Assist leadership in strengthening client relationships and service offerings

Qualifications Required

• Active CPA or Enrolled Agent (EA) designation
• 5+ years of public accounting or professional tax experience
• 2-3+ years focused on high-net-worth individuals, trusts, and estates
• Experience with Forms 1040, 1041, 706, and 709
• Strong understanding of tax compliance and planning concepts
• Excellent written and verbal communication skills
• Proven ability to manage multiple engagements simultaneously
• Strong leadership, organizational, and relationship management skills

Preferred

• Experience with CCH Axcess products
• Familiarity with trust and estate administration
• Experience supervising and mentoring staff
• Strong business development and networking skills

Who Thrives Here?

The ideal candidate:

• Enjoys working with high-net-worth clients and family groups
• Has a passion for trust, estate, and wealth transfer planning
• Takes ownership of client relationships and outcomes
• Enjoys mentoring and developing other professionals
• Thinks strategically and proactively
• Values collaboration and continuous learning
• Wants a clear path toward management and future leadership opportunities

Benefits

• Competitive compensation package
• Flexible hybrid work schedule
• Medical, dental, and vision coverage
• 15 days PTO to start
• 12 paid holidays annually
• 401(k) with company contribution
• Company-paid life insurance
• Short-term disability coverage
• Long-term disability coverage
• Flexible summer hours
• Free parking
• Busy-season meals and snacks
• Continuing education and CPA support
• Business casual "dress for your day" environment

What Makes This Opportunity Different?

Many tax supervisor positions focus primarily on compliance and return review.

This opportunity provides meaningful exposure to complex wealth planning, trust and estate matters, client ownership, leadership development, and strategic advisory services. You'll work directly with successful individuals and families while helping preserve and transfer wealth across generations.

The combination of technical sophistication, client visibility, leadership responsibility, and long-term career growth makes this an outstanding opportunity for an experienced tax professional seeking to elevate their public accounting career.

About Our Client

Our client is a highly respected public accounting and advisory firm known for technical excellence, exceptional client service, and employee development. Through a collaborative culture, flexible work environment, and commitment to Quality Personal Service, the firm has become one of Virginia's premier public accounting employers.

If you're a Tax Supervisor, Senior Tax Professional, or Trust & Estate Tax Specialist seeking greater exposure to high-net-worth clients, leadership opportunities, and long-term career growth, we'd love to speak with you confidentially.