Tax Services Manager: Client Advisory & Leadership

KWC CPAs; Glen Allen (VA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) with match

Job summary

KWC CPAs is seeking a Business Services Group (BSG) Manager in Virginia to plan, supervise, and complete multiple client engagements, providing a finished work product for Principals for review. You will be the primary client contact, oversee staff, and participate in budgeting and business development.

The role requires 5–7 years in public accounting, a CPA or EA license, and strong tax and advisory skills. Remote work options may be limited; occasional travel may be required.

Qualifications

• Bachelor’s degree in Accounting or accounting certificate.
• CPA or EA license required.
• 5-7 years of public accounting experience in tax, accounting, advisory, or related services.
• Previous supervisory experience required.
• 2-3 years of experience in a Management role.
• Strong understanding of accounting principles and business advisory services.

Responsibilities

• Reviews tax returns and workpapers for individual, partnership, S corporation, C corporation, trust and estate taxa
• Applies relevant accounting principles and tax laws while maintaining current knowledge of regulations, processes, and procedures.
• Performs tax research and documents conclusions on technical issues.
• Identifies tax planning opportunities and communicates recommendations to Principals and clients.
• Assists with IRS and state tax notices and examinations.
• Develops and maintains strong client relationships by anticipating needs, identifying opportunities for additional services, and providing proactive communication throughout the year.
• Communicates effectively, professionally, and in a timely manner with clients and team members through correspondence, meetings, and other interactions.
• Produces accurate and well-organized work products appropriate for the role and conducts thorough self-reviews to ensure quality and completeness.
• Monitors engagement budgets, realization, and profitability; proactively communicates scope changes and recommends solutions when budgets or deadlines are at risk.
• Utilizes KWC technology systems efficiently; adopts new applications and processes; and resolves technical issues as needed.
• Demonstrates critical thinking by understanding KWC methods and practices; identifies root causes of issues; and evaluates, tests, and improves processes and solutions.
• Provides leadership by supervising, mentoring, training and developing team members; fostering collaboration, delivering timely coaching and feedback, and promoting successful engagement outcomes.
• Maintains the highest professional standards, demonstrating integrity and excellence while building client trust and supporting a culture of continuous improvement.
• Participates in networking and business development activities.
• Assists Principals with proposals and new client onboarding.
• Performs other tasks as assigned.

Skills

Leadership

Communication

Tax knowledge

Client service

Project management

Supervisory experience

Education

Bachelor's degree in Accounting

CPA or EA license

Job description

KWC CPAs is seeking a Business Services Group (BSG) Manager in Virginia to plan, supervise, and complete multiple client engagements, providing a finished work product for Principals for review. You will be the primary client contact, oversee staff, and participate in budgeting and business development.

The role requires 5–7 years in public accounting, a CPA or EA license, and strong tax and advisory skills. Remote work options may be limited; occasional travel may be required.