Tax Manager - Business Services Group (BSG)

KWC CPAs; Alexandria (VA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, dental and vision coverage

15 days PTO to start

12 paid holidays

401(k) with 3% contribution

Company-paid life, short-term and long

Disability insurance

Flexible summer hours

Some ability to work remotely

Job summary

KWC CPAs, a growing public accounting firm in Virginia, seeks a Manager of both tax and accounting to plan, supervise and complete multiple client engagements with a finished work product for Principals. You will work directly with clients and client accounting personnel as the primary contact and participate in billing.

The role requires leadership, strong communication, and deep knowledge of US tax regulations, with the ability to train and oversee staff while ensuring timely, accurate

Qualifications

• Bachelor's or master's degree in accounting is required.
• CPA or EA license is required.
• 5–7 years of tax and accounting experience.
• 2–3 years in a management role.

Responsibilities

• Plan, supervise, and complete multiple client engagements with a finished work product for Principals.
• Directly work with clients and their accounting personnel as the primary contact.
• Participate in billing and supervise/train lower level accountants.
• Lead and coach staff accountants and senior staff to meet deadlines and quality standards.
• Maintain high professional standards, integrity, and continuous improvement.

Skills

Leadership

Client communication

Tax regulations (US)

Multi-project management

Problem solving

Education

Bachelor's or Master's in accounting

CPA or EA license

Job description

Who We Are

We are a growing public accounting firm (top 25 in Virginia, as measured by the number of CPAs on staff) with a great reputation in the business community, diversified practice and a high-tech work environment. We have received the ‘Best Places to Work’ designation from both Virginia Business magazine and Accounting Today and have been named a Top Workplace by the Washington Post. We are an independent alliance member of BDO national accounting firm.

Who We Are

We are a growing public accounting firm (top 25 in Virginia, as measured by the number of CPAs on staff) with a great reputation in the business community, diversified practice and a high-tech work environment. We have received the ‘Best Places to Work’ designation from both Virginia Business magazine and Accounting Today and have been named a Top Workplace by the Washington Post. We are an independent alliance member of BDO national accounting firm. KWC specializes in providing tax, audit, accounting and business advisory services for privately held businesses, individuals, estates, trusts, nonprofit organizations, and employee benefit plans. Our diverse client base includes industries such as professional service firms, government contractors, nonprofits, real estate, construction and specialty contractors, and healthcare providers.

Why KWC?

KWC offers a competitive compensation package with benefits that include health, dental and vision coverage, 15 days of PTO to start, 12 paid holidays, a 401(k) plan with 3% contribution each year, and company-paid life, short-term and long-term disability insurance. Other benefits include free parking, flexible summer hours, with some ability to work remotely. Meals and snacks are offered during the tax busy season. “Dress for your day” is the business casual attire chosen by staff, based on the daily schedule. Flexible work schedule is also available year round.

Position Overview

A Manager of both tax and accounting will be responsible for planning, supervising and completion of multiple client engagements and provides a finished, complete work product for overview by the Principals. A Manager works directly with clients and clients’ accounting personnel and has become the primary point of contact for clients. A Manager will be involved with the billing process and will supervise and train multiple lower level accountants. A Manager should be a sound generalist in all accounting and tax matters but has focused on an area of specialty or niche and continues to develop technical expertise pertinent to the practice.

Essential Functions

• Completed work is accurate and organized.
• Work is free of mistakes at a level that is appropriate for current job level. Demonstrates appropriate skills. Self-reviews.
• Understands and applies the relevant accounting principles and/or tax laws. Continually learns the newest laws, processes, and procedures
• Understands the relevant KWC technology systems and uses them efficiently. Learns new applications, technology processes and procedures. Seeks help and resolves technical problems as needed.
• Work is completed within budgeted time. Reasons for missed budgets are documented; meets deadlines.
• Demonstrates leadership qualities consistent with building and managing a professional team. Trains and reviews work, answers questions for Staff Accountants, Senior Accountants and Supervisors and provides timely feedback. Monitors Progress and provides coaching to staff members.
• Promotes and celebrates team successes with all team members; fosters collaboration with others; develops and maintains positive work relationships; actively participates in team-oriented objectives and activities.
• Conforms to the highest professional standards; develops and maintains the highest standards of excellence and integrity; builds internal/external customer respect and loyalty; creates an environment of continuous improvement and innovation.
• Not just task-oriented but employee actively engages to understand the reason behind KWC methods and practices; identifies and evaluates many possible causes for a problem; is open to new ideas perspectives, strategies or positions; proactively seeks to test validate, modify and improve new ideas and methods.
• Prepares client correspondence and effectively communicates on a timely and responsive basis with fellow employees.
• Makes daily decisions and adjusts activity to enhance profitability; identifies and takes advantage of opportunities to accomplish multiple tasks; takes action without being asked or required to do so.
• Performs other tasks as assigned.

Supervisory Responsibilities

• Staff Level I, II, III, Senior Accountant and Supervisor
• Recruits, hires, and conducts performance evaluations.
• Implements training, or identifies training opportunities.
• Handles corrective action and termination as needed, and in accordance with firm’s policies.

Minimum Requirements

• Bachelor's or master’s degree in accounting.
• CPA or EA License.
• 2-3 years in Management role.
• 5-7 years of tax and accounting experience.

Other Skills / Abilities

• Excellent oral and written communication skills
• Proven ability to handle multiple projects simultaneously
• Strong understanding of US tax regulations
• Knowledge of state and federal tax form processes and how to accurately properly prepare forms for each
• Ability to prioritize daily tasks and meet timely obligations with many clients
• Knowledge of accounting processes and advanced mathematical skills
• Experience consulting tax handbooks or other printed materials to determine the proper procedure for preparing challenging returns
• Skilled using various accounting software and experience in troubleshooting common accounting program problems
• Personal integrity when working with personal and sensitive financial information
• Professional experience in financial forecasting and risk analysis

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Occasional non-local travel may be required no more than 5-10% of the year, depending on your client base.
• Occasional lifting of boxes and/or paperwork up to 25 pounds.

Note: the job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.