Supervisor - Business Services Group (BSG)
About the Company
We are a growing public accounting firm (top 25 in Virginia, as measured by the number of CPAs on staff) with a great reputation in the business community, diversified practice, and a high-tech work environment. We have received the ‘Best Places to Work’ designation from both Virginia Business magazine and Accounting Today and have been named a Top Workplace by the Washington Post. We are an independent alliance member of BDO national accounting firm.
KWC specializes in providing tax, audit, accounting, and business advisory services for privately held businesses, individuals, estates, trusts, nonprofit organizations, and employee benefit plans. Our diverse client base includes industries such as professional service firms, government contractors, nonprofits, real estate, construction and specialty contractors, and healthcare providers.
About the Role
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.
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.
Qualifications
- Bachelor’s degree in Accounting or Accounting certificate.
- 4 - 7 years of tax and accounting experience.
- An understanding of the basic principles of accounting.
- CPA, EA or similar certification.
Skills
Required Skills
- Proficiency with CCH Axcess products.
- Proficiency with QuickBooks online and/or desktop.
Preferred Skills
- 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.
Benefits
- Health, dental, and vision coverage.
- 15 days of PTO to start, plus 12 paid holidays.
- 401(k) plan with 3% company contribution each year.
- Company-paid life, short-term, and long-term disability insurance.
- Free parking.
- Flexible summer hours, with some ability to work remotely.
- Meals and snacks offered during the tax busy season.
- “Dress for your day” business casual attire.
- Flexible work schedule available year-round.