KWC CPAs

Job Description

Job Description

Tax Senior / Tax Supervisor Family Wealth Services | High-Net-Worth Tax Planning | Trust & Estate Expertise | Career Growth

Compensation: $91,000–$103,000 Base + Performance Bonus + Exceptional Benefits Package

Location: Glen Allen, Virginia
Schedule: Flexible Hybrid

Our client, a highly respected public accounting and advisory firm recognized as one of Virginia's premier employers, is seeking a Tax Senior / Tax Supervisor to join its growing Family Wealth Services practice.

This is more than a traditional tax compliance role.

It's an opportunity to become a trusted advisor to high-net-worth individuals, families, trusts, and estates while helping clients navigate complex tax matters, identify planning opportunities, and preserve multi-generational wealth.

As a Tax Senior or Supervisor, you'll take ownership of client relationships, manage sophisticated tax engagements, provide technical guidance to developing staff, and gain significant exposure to estate, trust, gift, and individual income tax planning strategies.

If you're looking for a public accounting opportunity that combines technical tax expertise, client advisory work, leadership development, and long-term career advancement, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $91,000–$103,000 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 high-net-worth planning matters
• Significant client-facing and advisory responsibilities
• Strong mentorship and leadership development
• Opportunity to supervise and develop staff
• Direct access to firm leadership and principals
• Clear path toward Manager and Senior Manager advancement

Outstanding candidates with advanced trust and estate expertise, strong review experience, or demonstrated client relationship management skills may be considered above the posted compensation range.

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 firm, creating an environment where professionals can develop meaningful client relationships while expanding their technical expertise.

The Opportunity

As a Tax Senior / Supervisor within the Family Wealth Services Group, you'll work directly with high-net-worth individuals, family groups, trusts, and estates while helping clients address sophisticated tax planning and compliance needs.

You'll gain exposure to:

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

This role offers a unique blend of technical tax expertise, relationship management, and leadership responsibility.

Key Responsibilities High-Net-Worth Tax Compliance

• Prepare and review complex individual income tax returns
• Prepare and review fiduciary income tax returns
• Assist with estate and gift tax compliance matters
• Ensure accuracy, quality, and regulatory compliance across engagements
• Manage multiple client engagements simultaneously

Tax Planning & Advisory

• Identify tax planning opportunities for high-income taxpayers and family groups
• Research federal and state tax matters affecting individuals, trusts, and estates
• Evaluate the impact of changing tax laws and regulations
• Assist clients with long-term wealth preservation strategies
• Communicate complex tax concepts clearly and effectively

Client Relationship Management

• Develop and maintain strong client relationships
• Serve as a primary point of contact for assigned clients
• Anticipate client needs throughout the annual compliance cycle
• Deliver responsive and proactive service
• Support trust-building and long-term advisory relationships

Leadership & Staff Development

• Supervise and mentor staff accountants
• Review work product and provide constructive feedback
• Assist with training and professional development initiatives
• Support collaboration and knowledge sharing throughout the team
• Help build future leaders within the practice

Practice Growth

• Participate in business development initiatives
• Cultivate referral relationships and professional networks
• Support growth of the Family Wealth Services practice
• Contribute to process improvements and operational excellence
• Assist with strategic client service initiatives

Qualifications Required

• 3+ years of public accounting or professional tax experience
• Minimum of 2 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
• Strong organizational and project management abilities
• Ability to manage multiple priorities and deadlines simultaneously

Who Thrives Here?

The ideal candidate:

• Enjoys working directly with high-net-worth clients and family groups
• Has an interest in trust, estate, and wealth transfer planning
• Wants to deepen technical tax expertise
• Enjoys building long-term advisory relationships
• Takes pride in providing exceptional client service
• Values collaboration and continuous learning
• Wants a clear path toward future leadership opportunities

Benefits

• Competitive compensation package
• Flexible hybrid scheduling
• 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 professional development support
• Business casual "dress for your day" environment

What Makes This Opportunity Different?

Many tax positions focus primarily on compliance work.

This opportunity offers meaningful exposure to complex wealth planning, trust and estate matters, and high-level client advisory services. You'll help successful individuals and families navigate sophisticated tax issues while building the technical and relationship management skills necessary for long-term advancement within a premier public accounting firm.

The combination of specialized tax work, client ownership, leadership opportunities, and career growth makes this an exceptional opportunity for an ambitious tax professional.

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, strong leadership, and a commitment to quality personal service, the firm has built a reputation as one of the most desirable public accounting employers in Virginia.

If you're a Tax Senior, Tax Supervisor, or experienced tax professional seeking greater exposure to high-net-worth clients, trust and estate matters, and long-term career growth, we'd love to speak with you confidentially.