Tax Supervisor - Family Wealth Services Group

Tax Supervisor - Family Wealth Services Group High-Net-Worth Tax Planning | Trust & Estate Expertise | Client Advisory | Leadership Opportunity

Compensation: $126,000 Base + Comprehensive Benefits Package

Location: Alexandria, Virginia
Schedule: Flexible Hybrid

Our client, a highly respected public accounting and advisory firm consistently recognized as one of Virginia's top employers, is seeking an experienced Tax Supervisor to join its Family Wealth Services Group.

This is more than a traditional tax compliance role.

It's an opportunity to serve as a trusted advisor to high-net-worth individuals, multi-generational families, trusts, and estates while leading complex tax engagements, mentoring staff, and helping clients navigate sophisticated wealth preservation and transfer planning strategies.

As a Tax Supervisor, you'll take ownership of key client relationships, oversee complex compliance and planning engagements, provide technical guidance to team members, and play an important role in the continued growth of a premier Family Wealth Services practice.

• $126,000 base salary
• Flexible hybrid work environment
• Top-ranked Virginia public accounting firm
• Best Places to Work and Top Workplace recognition
• Specialized Family Wealth Services practice
• Exposure to sophisticated estate, trust, and wealth planning matters
• Direct client relationship ownership
• Opportunity to mentor and develop staff
• Strong leadership support and professional development
• Business development and networking opportunities
• Clear path toward Tax Manager and senior leadership opportunities

Exceptional candidates with extensive trust and estate expertise, advanced planning experience, or strong client relationship management skills may be considered for additional compensation opportunities.

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

Core service offerings include:

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

The firm combines the personalized attention of a boutique practice with the expertise and resources of a larger regional organization, creating an environment where professionals can make a meaningful impact while continuing to grow their careers.

As a Tax Supervisor within the Family Wealth Services Group, you'll work directly with high-net-worth individuals, families, fiduciaries, and estate representatives while helping clients address sophisticated tax planning and compliance needs.

You’ll gain exposure to:

• High-Net-Worth Individual Taxation
• Fiduciary Income Taxation
• Estate Tax Compliance
• Gift Tax Planning
• Wealth Transfer Strategies
• Trust & Estate Planning
• Tax Research & Consulting
• Client Advisory Services
• Staff Leadership & Development
• Business Development Initiatives

This role offers a unique blend of technical excellence, client interaction, and leadership responsibility.

• Plan, supervise, and complete multiple tax engagements simultaneously
• Serve as a primary point of contact for assigned client relationships
• Balance complex engagements while managing multiple deadlines
• Ensure timely, accurate, and high-quality client deliverables
• Anticipate client needs throughout the annual compliance cycle

• Prepare and review complex Forms 1040, 1041, 706, and 709
• Identify and evaluate tax-saving opportunities for clients and family groups
• Research federal and state tax matters affecting individuals, trusts, and estates
• Monitor changing tax laws and assess their impact on clients
• Provide proactive planning recommendations and advisory services

• Build and maintain trusted client relationships
• Serve as a regular advisor on tax matters affecting wealth preservation and transfer
• Communicate complex tax concepts clearly and effectively
• Deliver exceptional responsiveness and client service
• Help clients navigate evolving tax and financial challenges

• Supervise…