Tax Senior/Supervisor

KWC Certified Public Accountants; Glen Allen (VA); Hybrid; USD 91,000 - 103,000; Full time

Benefits offered by this job

Health, dental, vision coverage

PTO 15 days

12 paid holidays

401(k) with 3% contribution

Life and disability insurance

Remote work flexibility

Job summary

KWC Certified Public Accountants in Glen Allen, VA seeks a Tax Senior/Supervisor to lead high-net-worth tax compliance and planning for individuals, trusts and estates. You will oversee client relationships, supervise staff, and review complex returns (1040, 1041, 706, 709).

The ideal candidate has 3+ years in public accounting with at least 2 years on HNW matters; CPA or EA is preferred; experience with CCH Axcess is a plus. The firm offers comprehensive benefits and some remote flexibility.

Qualifications

• 3+ years of experience in public accounting or a professional tax environment.
• At least 2 years focused on high-net-worth individuals, trusts, and estates.
• Experience with tax compliance and planning including Forms 1040, 1041, 706, and 709.

Responsibilities

• Anticipate and satisfy assigned clients’ needs across the annual compliance cycle and related advisory matters.
• Develop and maintain strong relationships with assigned clients and serve as a regular point of contact for tax matters affecting individuals and trusts/estates.
• Plan, supervise, and complete multiple client engagements, balancing larger engagements with smaller ones.
• Prepare and review individual, fiduciary, and transfer tax returns.
• Identify and evaluate tax planning opportunities for high-income taxpayers and family groups.
• Research, analyze, and communicate federal and state tax matters affecting HNW individuals.
• Monitor new developments in tax areas affecting HNW individuals and trusts/estates.
• Supervise staff including training, mentoring, and feedback.
• Participate in business development and client-networking activities.

Skills

Tax compliance

Client management

Staff mentoring

Research & analysis

Education

CPA or EA preferred

Tools

CCH Axcess

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Management Glen Allen, VA, US

Salary Range: $91,000.00 To $103,000.00 Annually

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.

Benefits We Offer

• 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

Our Family Wealth Services Group is seeking a Tax Senior/Supervisor to lead and deliver high-quality tax compliance and planning services for high net-worth (HNW) individuals and family groups. This role focuses on complex individual income tax, fiduciary income tax, and transfer tax (gift and estate) matters, and includes technical review, client ownership for assigned relationships, staff development, and continuous improvement of tax processes and policies.

Who We're looking for

We’re seeking a professional who combines strong technical tax knowledge with sound judgment, critical thinking skills, and a client-focused mindset. The ideal candidate thrives in a collaborative environment, takes ownership of client relationships and results, understands the level of effort required to meet client needs, and demonstrates professionalism in every interaction.

The position may be filled at either the senior or Supervisor level depending on the qualifications and experience of the selected candidate.

Essential Functions

• Anticipate and satisfy assigned clients’ needs across the annual compliance cycle and related advisory matters.
• Develop and maintain strong relationships with assigned clients and serve as a regular point of contact for tax matters affecting individuals and trusts/estates.
• Plan, supervise, and complete multiple client engagements, balancing several larger, complex engagements alongside smaller engagements throughout the year.
• Prepare and review individual, fiduciary, and transfer tax returns.
• Identify and evaluate tax planning opportunities for high-income taxpayers and family groups.
• Research, analyze, and communicate federal and state tax matters affecting high-net-worth individuals, trusts, estates, and family groups.
• Monitor new developments in technical tax areas affecting HNW individuals and trusts/estates; assess impact on clients and firm positions.
• Supervise staff including training, mentoring, and providing feedback on a regular basis.
• Participate in functional operations of the firm and tax practice as assigned.
• Participate in business development including cultivating referral networks and strategic relationships.
• Performs other tasks as assigned.

Note

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 3+ years of experience in public accounting or a professional tax environment, including at least 2 years focused on high-net-worth individuals, trusts, and estates.
• Experience with tax compliance and planning including Forms 1040, 1041, 706, and 709 is required.

Preferred Qualifications

• Active CPA or Enrolled Agent (EA).
• Proficiency with CCH Axcess products.
• Familiarity with estate and trust administration.

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.