Staff Accountant - Family Wealth Services Group

Staff Accountant I - Family Wealth Services Group (FWSG) Public Accounting | Tax & Accounting Exposure | Career Development | Best Places to Work

Compensation: $86,000 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 top workplaces, is seeking a Staff Accountant I to join its Family Wealth Services Group (FWSG).

This is an outstanding opportunity for an early-career accounting professional to gain hands-on experience working alongside experienced tax, accounting, and advisory professionals while building a strong technical foundation within public accounting.

As a Staff Accountant I, you’ll gain exposure to individual, trust, estate, corporate, and partnership tax engagements while assisting with accounting projects, financial statement preparation, and client service initiatives. You’ll work directly with experienced Managers and Principals who are committed to developing future leaders within the firm.

• $86,000 base salary
• Flexible hybrid work environment
• Top-ranked Virginia public accounting firm
• Best Places to Work and Top Workplace recognition
• Strong mentorship and technical training
• Exposure to tax, accounting, trust, and estate engagements
• Opportunity to work directly with experienced Managers and Principals
• Diverse client base and engagement experience
• Excellent work-life balance and flexible scheduling
• Strong career growth and promotion opportunities
• Collaborative and team-oriented culture

Our client is a leading public accounting and advisory firm serving privately held businesses, individuals, estates, trusts, nonprofit organizations, and employee benefit plans.

Service offerings include:

• Tax Planning & Compliance
• Family Wealth Services
• Estate & Trust Planning
• Accounting Services
• Audit & Assurance
• Business Advisory Services

The firm's commitment to Quality Personal Service has helped establish long-standing client relationships and a reputation for excellence throughout the Mid-Atlantic region.

As a Staff Accountant I, you’ll work closely with experienced professionals while building the technical knowledge and practical experience necessary for long-term success in public accounting.

You’ll gain experience with:

• Individual Income Tax Returns
• Estate & Trust Tax Returns
• Partnership Taxation
• Corporate Taxation
• Tax Research
• Tax Planning Initiatives
• Bookkeeping & Accounting Services
• Financial Statement Preparation
• Client Service & Communication

This role offers exceptional exposure to both tax and accounting functions while providing a strong foundation for advancement into Senior Accountant and future leadership positions.

• Prepare individual income tax returns and supporting work papers
• Assist with trust and estate tax return preparation
• Prepare tax return extensions and related filings
• Organize client tax information and engagement documentation
• Ensure compliance with federal and state filing requirements

• Perform bookkeeping and accounting services for clients
• Assist with trust and estate accounting functions
• Prepare and maintain financial records
• Support accounting engagements and client projects
• Assist with financial statement preparation

• Prepare client correspondence and engagement communications
• Respond promptly and professionally to client requests
• Develop positive client relationships
• Support client service initiatives and engagement teams
• Assist with gathering information and managing documentation

• Research tax and accounting issues as assigned
• Learn firm methodologies, systems, and best practices
• Develop technical knowledge of tax regulations and accounting principles
• Gain exposure to advanced tax planning concepts
• Stay informed on professional developments and industry trends

• Participate in team-oriented projects and initiatives
• Support engagement teams during busy seasons
• Collaborate with Managers, Principals, and fellow staff members
• Contribute to a positive and professional work environment
• Assist…