Tax Supervisor

Wertz & Associates•Alexandria, VA

8d•Hybrid

About The Position

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. If you're seeking a role that combines technical tax expertise, client advisory responsibilities, leadership opportunities, and long-term career growth, we'd welcome a confidential conversation.

Requirements

Active CPA or Enrolled Agent (EA) designation
5+ years of public accounting or professional tax experience
2-3+ years focused on high-net-worth individuals, trusts, and estates
Experience with Forms 1040, 1041, 706, and 709
Strong understanding of tax compliance and planning concepts
Excellent written and verbal communication skills
Proven ability to manage multiple engagements simultaneously
Strong leadership, organizational, and relationship management skills

Nice To Haves

Experience with CCH Axcess products
Familiarity with trust and estate administration
Strong business development and networking skills

Responsibilities

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 and mentor staff accountants and senior professionals
Provide technical guidance and ongoing coaching
Review work product and provide constructive feedback
Assist with staff development and training initiatives
Foster a collaborative and high-performing team environment
Participate in networking and business development initiatives
Cultivate referral relationships and professional connections
Support strategic growth of the Family Wealth Services Group
Contribute to operational improvements and best practices
Assist leadership in strengthening client relationships and service offerings