Family Wealth Services Tax Supervisor

Anticipate and satisfy assigned clients' needs across the annual compliance cycle by developing strong relationships and serving as the regular point of contact for tax matters affecting individuals and trusts/estates. Plan, supervise, and complete multiple client engagements, balancing larger complex matters with smaller ones throughout the year while preparing and reviewing individual, fiduciary, and transfer tax returns. Identify and evaluate tax planning opportunities for high-income taxpayers and research federal and state tax matters impacting high-net-worth individuals, trusts, and estates. Supervise staff through training, mentoring, and regular feedback while participating in functional operations and business development to cultivate referral networks. Monitor new technical tax developments and assess their impact on clients and firm positions. This role sits within the Family Wealth Services Group at a top 25 Virginia public accounting firm, focusing on complex individual income, fiduciary, and gift/estate tax matters for a diverse client base including professionals, government contractors, and healthcare providers.