Tax Manager – High Net-Worth, Fiduciary, Gift & Estate

KWC

. Anticipate and satisfy assigned clients’ needs across the annual compliance cycle and related advisory matters .

Posted 10/13/2026full-timeAlexandria • Virginia • United StatesMid-LevelSenior💰 $156,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax compliance and planning for high-net-worth individuals, trusts, and estates, with a strong focus on client relationship management and advisory services. Proficient in preparing and reviewing various tax returns while supervising and mentoring staff.

Highest-signal resume keywords

Tax Compliance and PlanningHigh-Net-Worth Individual ExpertiseCPA or Enrolled Agent CertificationCCH Axcess ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax PlanningFederal and State Tax ResearchForms 1040, 1041, 706, and 709Tax AnalysisEngagement ManagementFiduciary Tax ComplianceTransfer Tax ComplianceClient Engagement SupervisionTax Advisory Services

Soft Skills

Relationship BuildingMentoringCommunicationProblem SolvingTeam Leadership

Tools & Technologies

CCH Axcess

Certifications & Qualifications

CPAEnrolled Agent

Industry Keywords

Public AccountingTrust AdministrationEstate PlanningHigh-Income Taxpayer AdvisoryCompliance Cycle

About the role

Key responsibilities & impact

Anticipate and satisfy assigned clients’ needs across the annual compliance cycle and related advisory matters
Develop and maintain strong relationships with assigned clients
Serve as a regular point of contact for tax matters affecting individuals and trusts/estates
Plan, supervise, and complete multiple client engagements
Balance larger, complex engagements alongside smaller engagements throughout the year
Prepare and review individual, fiduciary, and transfer tax returns
Identify and evaluate tax planning opportunities for high-income taxpayers and family groups
Research, analyze, and communicate federal and state tax matters affecting high-net-worth individuals, trusts, estates, and family groups
Monitor new developments in technical tax areas and assess their impact on clients and firm positions
Supervise staff, including training, mentoring, and providing regular feedback
Participate in firm and tax practice operations as assigned
Participate in business development by cultivating referral networks and strategic relationships

Requirements

What you’ll need

5–7+ years of experience in public accounting or a professional tax environment
At least 3 years focused on high-net-worth individuals, trusts, and estates
Experience with tax compliance and planning, including Forms 1040, 1041, 706, and 709
Active CPA or Enrolled Agent (EA)
Prolonged periods of sitting at a desk and working on a computer
Occasional non-local travel, no more than 5–10% of the year depending on client base
Occasional lifting of boxes and/or paperwork up to 25 pounds
Proficiency with CCH Axcess products preferred
Familiarity with estate and trust administration preferred

Benefits

Comp & perks

Health, dental, and vision coverage
15 days of PTO to start
12 paid holidays
401(k) plan with 3% contribution each year
Company-paid life insurance
Company-paid short-term disability insurance
Company-paid long-term disability insurance
Free parking
Flexible summer hours
Some ability to work remotely
Meals and snacks during the tax busy season
Flexible work schedule year round
Business casual “Dress for your day” attire