Supervisor - Business Services Group

Wertz & Associates; Alexandria (VA); Hybrid; USD 112,000 - 126,000; Full time

Benefits offered by this job

Flexible hybrid work environment

Job summary

Wertz & Associates in Alexandria, Virginia is seeking a Supervisor in the Business Services Group to lead complex tax engagements, advise clients on strategic tax matters, and mentor staff. You will manage multi-state tax planning, client relations, and staff development, with a clear path to Manager and senior leadership roles.

The role offers flexible hybrid work, exposure to diverse industries, and opportunities to impact privately held businesses and high-net-worth individuals.

Qualifications

• Bachelor's Degree in Accounting or related certificate.
• CPA/EA or comparable certification preferred.
• 4–7 years of public accounting tax experience; supervisory experience.

Responsibilities

• Review complex federal and state business tax returns.
• Lead business and owner-level tax planning engagements.
• Mentor and develop staff members.
• Manage engagement budgets and deadlines.

Skills

Client relationship management

Team leadership

Communication skills

Education

Bachelor's Degree in Accounting or Accounting Certificate

CPA, EA, or comparable professional certification

Tools

CCH Axcess

QuickBooks Online

QuickBooks Desktop

Job description

Tax Advisory | Multi-State Tax Expertise | Client Leadership | Career Growth

Compensation: $112,000–$126,000 Base + Comprehensive Benefits Package

Location: Alexandria, Virginia
Schedule: Flexible Hybrid

Our client, a highly respected public accounting and advisory firm recognized as one of Virginia's premier employers, is seeking an experienced Supervisor to join its Business Services Group (BSG).

This is more than a traditional tax supervision role.

It's an opportunity to work directly with privately held businesses, business owners, government contractors, healthcare companies, construction firms, nonprofit organizations, and high-net-worth individuals while leading complex tax engagements, advising clients on strategic tax matters, and mentoring the next generation of accounting professionals.

As a Business Services Group Supervisor, you'll serve as a primary point of contact for clients, oversee sophisticated business tax engagements, guide staff development, and help clients navigate multi-state tax, business planning, and compliance matters.

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

Why This Opportunity Stands Out

• $112,000–$126,000 base salary
• Flexible hybrid work environment
• Top-ranked Virginia public accounting firm
• Best Places to Work and Top Workplace recognition
• Significant client-facing responsibilities
• Exposure to complex business tax and advisory engagements
• Opportunity to mentor and develop accounting professionals
• Direct interaction with firm Principals and leadership
• Strong professional development support
• Diverse client base across multiple industries
• Clear path toward Manager and senior leadership opportunities

Exceptional candidates with extensive multi-state tax expertise, business advisory experience, or demonstrated leadership success may be considered for compensation above the posted 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
• Business Advisory Services
• Accounting Services
• Audit & Assurance
• Estate & Trust Services
• Strategic Consulting

The firm combines the personalized service of a boutique practice with the resources and technical capabilities of a larger regional organization, providing professionals with both meaningful client relationships and significant career development opportunities.

The Opportunity

As a Supervisor within the Business Services Group, you'll oversee complex tax and advisory engagements while serving as a trusted advisor to business owners and leadership teams.

You'll gain exposure to:

• Partnership Taxation (Form 1065)
• S-Corporation Taxation (Form 1120S)
• C-Corporation Taxation (Form 1120)
• Multi-State Tax Compliance
• State & Local Tax Planning
• Business Owner Tax Planning
• High-Net-Worth Individual Tax Matters
• Financial Forecasting & Analysis
• Business Advisory Services
• Staff Leadership & Development

This role offers an outstanding blend of technical tax work, consulting, relationship management, and leadership responsibility.

Key Responsibilities

Tax & Advisory Leadership

• Review complex federal and state business tax returns
• Analyze and resolve multi-state tax issues including nexus, apportionment, and filing requirements
• Conduct advanced federal, state, and local tax research
• Develop and communicate tax planning recommendations
• Assist clients with IRS and state tax notices, audits, and examinations

Business Planning & Consulting

• Lead business and owner-level tax planning engagements
• Prepare and review quarterly tax projections
• Advise clients regarding entity structure and tax strategies
• Assist with state tax planning considerations
• Integrate business and individual tax planning recommendations

Client Relationship Management

• Serve as a primary client contact
• Maintain proactive communication throughout the year
• Identify opportunities to expand client services
• Deliver high-quality client service and responsiveness
• Build long-term trusted advisor relationships

Leadership & Staff Development

• Supervise Staff Accountants and Senior Accountants
• Review workpapers, returns, and client deliverables
• Mentor, train, and develop team members
• Conduct performance evaluations and provide feedback
• Help recruit, hire, and retain talented professionals

Practice Management

• Monitor engagement budgets and profitability
• Manage deadlines, workflow, and staffing needs
• Utilize firm technology and workflow systems effectively
• Assist with process improvements and operational efficiencies
• Support overall practice growth initiatives

Qualifications

Required

• Bachelor's Degree in Accounting or Accounting Certificate
• CPA, EA, or comparable professional certification
• 4-7 years of public accounting tax and accounting experience
• Strong knowledge of business taxation
• Experience supervising and mentoring staff
• Strong understanding of accounting principles
• Excellent communication and client relationship skills
• Ability to manage multiple engagements simultaneously

Preferred

• Experience with CCH Axcess products
• Experience with QuickBooks Online and Desktop
• Multi-state tax experience
• Business advisory and consulting experience
• Experience working directly with business owners

Who Thrives Here?

The ideal candidate:

• Enjoys serving as a trusted advisor to business clients
• Wants meaningful leadership responsibilities
• Has strong technical tax knowledge
• Enjoys mentoring and developing team members
• Thrives in a fast-paced client service environment
• Values collaboration and continuous improvement
• Wants a clear path toward Manager-level advancement

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" culture

What Makes This Opportunity Different?

Many Supervisor roles focus solely on technical return review and compliance management.

This opportunity provides meaningful exposure to sophisticated business tax planning, multi-state tax strategy, advisory services, staff leadership, and client relationship development. You'll work directly with successful business owners and executives while helping clients make strategic decisions that drive growth and long-term success.

The combination of technical complexity, client ownership, leadership opportunities, and advancement potential makes this an exceptional opportunity for an experienced public accounting professional ready for the next stage of their 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, strong leadership, and a commitment to Quality Personal Service, the firm has become one of Virginia's most desirable public accounting employers.

If you're a Tax Supervisor, Senior Tax Professional, or experienced public accountant seeking greater client impact, leadership opportunities, and long-term career growth, we'd love to speak with you confidentially.