Tax Manager – High-Net-Worth Individuals; BSG

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ACCOUNTANTS Full Time Management Alexandria, VA, US

5 days ago Requisition

Salary Range: $ To $ Annually

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.

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.

KWC’s Business Service Group is seeking an experienced Tax Manager to lead and deliver sophisticated tax compliance and planning services for high-net-worth individuals, families, and closely held business owners.

This position is primarily focused on complex individual income tax compliance and planning, including the review and management of Forms 1040 involving substantial investment income, pass‑through entities, multistate activity, and other complex tax matters. The Tax Manager will serve as a primary point of contact for assigned clients, provide proactive planning throughout the year, and coordinate the various tax matters affecting an individual or family’s overall financial picture.

The ideal candidate has deep experience with complex Forms 1040 and understands how individual tax issues intersect with partnerships, S corporations, trusts, estates, gifts, and closely held investments. Experience with fiduciary and transfer‑tax matters is valuable, but the primary emphasis of this role is high‑net‑worth individual taxation.

The Tax Manager will plan, supervise, and complete multiple client engagements; deliver a finished and accurate work product for principal review; manage client communications; support engagement billing and profitability; and supervise, train, and mentor staff. This person will combine strong technical knowledge with sound judgment, critical thinking, accountability, and a client‑focused mindset.

• Review and manage the preparation of complex federal and state individual income tax returns, with a strong emphasis on Forms 1040.
• Provide proactive tax planning for high-income individuals, families, business owners, executives, and investors.
• Analyze tax matters involving pass‑through income, investment activity, capital gains, estimated tax payments, multistate filings, charitable giving, retirement planning, and other issues affecting high-net-worth taxpayers.
• Understand and evaluate how partnership, S corporation, trust,…