Private Client Tax Strategy Lead

Keiter CPAs; Glen Allen (VA); On-site; USD 108,600 - 141,200; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

401K, HSA, and FSA

Eligibility for an annual performance bonus

Generous Paid Time Off and Paid Care Leave

Job summary

Keiter CPAs in Glen Allen, Virginia, is seeking a skilled tax professional to manage and liaise with clients in private client services tax engagements. The role requires strong analytical skills and the ability to handle diverse tax returns, preparing for high-net-worth individuals, families, and trusts.

The ideal candidate will have significant public accounting experience, a CPA license, and a commitment to client satisfaction. The position offers a competitive salary and benefits, fostering professional development in a supportive team environment.

Qualifications

• 5+ years of experience in public accounting, tax consulting, or similar with a focus on private client tax services.
• 3+ years of direct private client tax services experience.

Responsibilities

• Serve as a key liaison between managers and clients during tax engagements.
• Manage tax engagements for high-net-worth clients.
• Prepare and review various types of tax returns.
• Research tax guidance and apply it to client needs.
• Identify planning opportunities related to wealth transfer.
• Support client meetings with analysis and recommendations.
• Contribute to staff development and mentoring.

Skills

Strong technical and analytical skills in private client tax services.

Ability to manage deadlines and meet time constraints in a fast-paced environment

Relationship-focused mindset

Desire to coach and develop tax associates

Education

Bachelor’s degree in accounting

Active CPA license; CFP is a plus

Tools

Microsoft Office

Tax preparation software

Job description

Keiter CPAs in Glen Allen, Virginia, is seeking a skilled tax professional to manage and liaise with clients in private client services tax engagements. The role requires strong analytical skills and the ability to handle diverse tax returns, preparing for high-net-worth individuals, families, and trusts.

The ideal candidate will have significant public accounting experience, a CPA license, and a commitment to client satisfaction. The position offers a competitive salary and benefits, fostering professional development in a supportive team environment.