Family Wealth Services Tax Supervisor

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.

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.

• health
• dental and vision coverage
• 15 days of PTO to start
• 12 paid holidays
• a 401(k) plan with 3% contribution each year
• company-paid life
• short-term and long-term disability insurance
• 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.

Our Family Wealth Services Group is seeking a Tax 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.

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.

• 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…