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Tax Manager - Family Wealth Services

companyKWC Certified Public Accountants
locationAlexandria, VA, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Description

Tax Manager in Family Wealth Services – Full-Time

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?

We offer a highly-competitive compensation package, excellent opportunity for career growth/promotion, flexible work schedules, ability to work remotely, work-life balance and a great team environment, where people care about each other and recognize each other’s achievements on a regular basis. Founded in 1983, we are a well-run firm, consistently recognized as a top workplace by our staff members.

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:

We are currently seeking an experienced Tax Manager for our Alexandria, Virginia office. The Tax Manager will work exclusively in our Family Wealth Services group providing high-net worth individual and fiduciary income tax, gift and estate tax compliance and planning. The ideal candidate will have a strong desire to serve clients with their tax and financial needs. The successful candidate will be a self-starter capable of working directly with firm principals and client contacts. An ability to communicate clearly on complex matters both orally and in writing is very important.

Job Duties:

  • Lead and manage client relationships with a focus on high-value quality tax advice and seek to expand services to clients
  • Interact directly with clients handling questions, planning, consulting, etc.
  • Build relationships to ensure excellent client service through an integrated service approach
  • Manage client needs with respect to tax services and federal and state tax compliance
  • Train and develop staff members
  • Remain up-to-date on current tax practices and changes in tax law

Qualifications:

  • CPA or EA required
  • Tax technical expertise in high-net worth individual and fiduciary gift and estate
  • 5+ years of experience in area of high-net worth individual and fiduciary income tax, gift and estate tax compliance and planning
  • Prior experience serving in a supervisory capacity required
  • Ability to work with principals and staff from both Alexandria and Richmond offices
  • Capable of supervising, scheduling and training a team of multiple lower level tax professionals
  • Executive-level demeanor and ability to serve as the firm’s main contact with client management and staff
  • Ability to develop and maintain client relationships, including prompt handling of client inquiries and requests
  • Strong decision-making skills based upon thorough research and critical analysis

Salary commensurate with experience.

This is a full time position, but reduced off-season hours are possible for the successful candidate

Other skills / abilities:

  • Excellent written and verbal communication skills
  • Must be detail-oriented, thorough and organized
  • Professional image and positive attitude
  • Team player that wants their voice heard and is receptive to constructive feedback
  • Excellent computer skills, including the ability to work in a paperless environment
  • Physical Requirements: Sitting: Prolonged periods of sitting at a desk and working on a computer.
  • Travel: Occasional non-local travel may be required no more than 5-10% of the year, depending on your client base.
  • Lifting: Occasional lifting of boxes and/or paperwork up to 25 pounds.

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

Company DescriptionKWC Certified Public Accountants is a team of accountants and advisors all dedicated to the founding principle of providing quality personal service. We are committed to helping our clients reach their financial goals by providing innovative accounting solutions to today's complex problems. Our strong client relationships are built on the knowledge and responsiveness of our service teams. We take the time to understand our clients and their organization. KWC principals are active members of each service team, combining the personal attention of a small firm with the expertise and resources of a large firm. Quality personal service is the priority of each KWC team member.

KWC specializes in providing tax, audit, accounting and business advisory services for privately held businesses, individuals, estates, trusts, non-profit organizations, and employee benefit plans. Our diverse client base served includes industries such as professional service firms, government contractors, non-profits, real estate, construction and specialty contractors, and healthcare providers.

Our team is comprised of more than 100 employees with locations in Alexandria and Richmond, Virginia.

Company Description

KWC Certified Public Accountants is a team of accountants and advisors all dedicated to the founding principle of providing quality personal service. We are committed to helping our clients reach their financial goals by providing innovative accounting solutions to today's complex problems. Our strong client relationships are built on the knowledge and responsiveness of our service teams. We take the time to understand our clients and their organization. KWC principals are active members of each service team, combining the personal attention of a small firm with the expertise and resources of a large firm. Quality personal service is the priority of each KWC team member.\r\n\r\nKWC specializes in providing tax, audit, accounting and business advisory services for privately held businesses, individuals, estates, trusts, non-profit organizations, and employee benefit plans. Our diverse client base served includes industries such as professional service firms, government contractors, non-profits, real estate, construction and specialty contractors, and healthcare providers.\r\n\r\nOur team is comprised of more than 100 employees with locations in Alexandria and Richmond, Virginia.

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