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KWC CPAs

Job in Glen Allen, Henrico County, Virginia, 23060, USA
Listing for: Wertz & Associates
Full Time position
Listed on 2026-10-08
Job specializations:
  • Finance & Banking
    Tax Manager, Tax Advisor, Accounting & Finance
  • Accounting
    Tax Manager, Tax Advisor, Accounting & Finance, Public Accounting
Salary/Wage Range or Industry Benchmark: 91000 - 103000 USD Yearly USD 91000.00 103000.00 YEAR
Job Description & How to Apply Below
Tax Senior / Tax Supervisor Family Wealth Services | High-Net-Worth Tax Planning | Trust & Estate Expertise | Career Growth

Compensation: $91,000–$103,000 Base + Performance Bonus + Exceptional Benefits Package

Location: Glen Allen, Virginia
Schedule: Flexible Hybrid

Our client, a highly respected public accounting and advisory firm recognized as one of Virginia's premier employers, is seeking a Tax Senior / Tax Supervisor to join its growing Family Wealth Services practice.

This is more than a traditional tax compliance role.

It's an opportunity to become a trusted advisor to high-net-worth individuals, families, trusts, and estates while helping clients navigate complex tax matters, identify planning opportunities, and preserve multi-generational wealth.

As a Tax Senior or Supervisor, you'll take ownership of client relationships, manage sophisticated tax engagements, provide technical guidance to developing staff, and gain significant exposure to estate, trust, gift, and individual income tax planning strategies.

If you're looking for a public accounting opportunity that combines technical tax expertise, client advisory work, leadership development, and long-term career advancement, we'd welcome a confidential conversation.

Why This Opportunity Stands Out
  • $91,000–$103,000 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 high-net-worth planning matters
  • Significant client-facing and advisory responsibilities
  • Strong mentorship and leadership development
  • Opportunity to supervise and develop staff
  • Direct access to firm leadership and principals
  • Clear path toward Manager and Senior Manager advancement

Outstanding candidates with advanced trust and estate expertise, strong review experience, or demonstrated client relationship management skills may be considered above the posted compensation range.

About the Firm

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 firm, creating an environment where professionals can develop meaningful client relationships while expanding their technical expertise.

The Opportunity

As a Tax Senior / Supervisor within the Family Wealth Services Group, you'll work directly with high-net-worth individuals, family groups, trusts, and estates while helping clients address sophisticated tax planning and compliance needs.

You’ll gain exposure to:

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

This role offers a unique blend of technical tax expertise, relationship management, and leadership responsibility.

Key Responsibilities High-Net-Worth Tax Compliance
  • Prepare and review complex individual income tax returns
  • Prepare and review fiduciary income tax returns
  • Assist with estate and gift tax compliance matters
  • Ensure accuracy, quality, and regulatory compliance across engagements
  • Manage multiple client engagements simultaneously
Tax Planning & Advisory
  • Identify tax planning opportunities for high-income taxpayers and family groups
  • Research federal and state tax matters affecting individuals, trusts, and estates
  • Evaluate the impact of changing tax laws and…
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