Supervisor - Business Services Group (BSG)

Kositzka Wicks and Co • Alexandria, VA

6h • $112,000 - $126,000 • Hybrid

About The Position

A Business Services Group (BSG) Supervisor is responsible for planning, supervising, and completing multiple client engagements for privately held business clients and high-net-worth individuals, with a focus on tax compliance, accounting, business advisory, and proactive tax planning services. This position serves as a primary point of contact for clients, provides a complete and technically sound work product for review by Principals, and actively develops, mentors, and trains Staff Accountants.

Requirements

• Bachelor’s degree in Accounting or Accounting certificate.
• 4 - 7 years of tax and accounting exp.
• An understanding of the basic principles of accounting.
• CPA, EA or similar certification.
• Excellent oral and written communication skills.
• Proven ability to handle multiple projects simultaneously.
• Strong understanding of US tax regulations.
• Knowledge of state and federal tax form processes and how to accurately properly prepare forms for each.
• Ability to prioritize daily tasks and meet timely obligations with many clients.
• Knowledge of accounting processes and advanced mathematical skills.
• Experience consulting tax handbooks or other printed materials to determine the proper procedure for preparing challenging returns.
• Skilled using various accounting software and experience in troubleshooting common accounting program problems.
• Personal integrity when working with personal and sensitive financial information.
• Professional experience in financial forecasting and risk analysis.

Nice To Haves

• Proficiency with CCH Axcess products.
• Proficiency with QuickBooks online and/or desktop.

Responsibilities

• Reviews complex federal and state business income tax returns, including Forms 1065, 1120S, and 1120, ensuring accuracy, technical quality, and appropriate documentation.
• Identifies, analyzes, and resolves multistate tax issues, including nexus, apportionment, filing requirements, state withholding or composite return considerations, and related client matters.
• Conducts and interprets complex tax research on federal, state, and local tax matters; summarizes conclusions clearly and applies technical guidance to client facts and engagement deliverables.
• Leads complex business and owner tax planning engagements, including quarterly projections, entity-level tax strategies, state tax considerations, and the integration of business tax planning positions into owner-level Form 1040 tax planning and estimated tax calculations.
• Plans, supervises, and completes multiple BSG client engagements, including monitoring workflow, budgets, deadlines, deliverables, and client communications.
• Reviews workpapers, tax returns, accounting records, and client correspondence for completeness, technical accuracy, organization, and consistency with KWC standards.
• Serves as a primary client contact and communicates timely and professionally with clients and co-workers.
• Supervises, trains, mentors, and develops Staff Accountants by reviewing work, answering questions, monitoring progress, and providing timely and constructive feedback.
• Understands and applies relevant accounting principles, tax laws, KWC policies, and technology systems; continually learns new laws, processes, applications, and procedures.
• Demonstrates leadership qualities consistent with building and managing a professional team, fostering collaboration, celebrating team successes, and maintaining positive working relationships.
• Uses sound professional judgment to identify issues, evaluate possible solutions, improve processes, and support engagement profitability while maintaining high standards of excellence and integrity.
• Recruits, hires, and conducts performance evaluations.
• Implements training, or identifies training opportunities.
• Handles corrective action and termination as needed, and in accordance with firm’s policies.

Benefits

• 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
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level