Tax Manager - Business Services Group (BSG)

About the role

We are a growing public accounting firm (top 25 in Virginia) with a strong reputation, diversified practice, and a high-tech work environment. We have received the ‘Best Places to Work’ designation from 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.

Why KWC?

KWC offers a competitive compensation package with benefits that include:

• Health, dental, and vision coverage
• 15 days of PTO to start
• 12 paid holidays
• A 401(k) plan with a 3% 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

Position Overview

A Manager of both tax and accounting will be responsible for planning, supervising, and completing multiple client engagements and providing a finished, complete work product for review by the Principals. The Manager works directly with clients and clients’ accounting personnel and serves as the primary point of contact for clients. The Manager will be involved with the billing process and will supervise and train multiple lower-level accountants. The Manager should be a sound generalist in all accounting and tax matters but has a focused area of specialty or niche and continues to develop technical expertise pertinent to the practice.

Essential Functions

• Completed work is accurate and organized; work is free of mistakes at a level appropriate for the current job level
• Demonstrates appropriate skills and self-reviews
• Understands and applies relevant accounting principles and/or tax laws; continually learns the newest laws, processes, and procedures
• Understands relevant KWC technology systems and uses them efficiently; learns new applications, technology processes, and procedures; seeks help and resolves technical problems as needed
• Work is completed within budgeted time; reasons for missed budgets are documented; meets deadlines
• Demonstrates leadership qualities consistent with building and managing a professional team
• Trains and reviews work, answers questions for Staff Accountants, Senior Accountants, and Supervisors, and provides timely feedback
• Monitors progress and provides coaching to staff members; promotes and celebrates team successes; fosters collaboration; develops and maintains positive work relationships; actively participates in team-oriented objectives and activities
• Conforms to the highest professional standards; develops and maintains the highest standards of excellence and integrity; builds internal/external customer respect and loyalty; creates an environment of continuous improvement and innovation
• Not just task-oriented; actively engages to understand the reason behind KWC methods and practices; identifies and evaluates many possible causes for a problem; is open to new ideas, perspectives, strategies, or positions; proactively seeks to test, validate, modify, and improve new ideas and methods
• Prepares client correspondence and communicates effectively on a timely and responsive basis with fellow employees
• Makes daily decisions and adjusts activity to enhance profitability; identifies and takes advantage of opportunities to accomplish multiple tasks; takes action without being asked or required to do so
• Performs other tasks as assigned

Supervisory Responsibilities

• Supervises Staff Level I, II, III, Senior Accountant, and Supervisor
• Recruits, hires, and conducts performance evaluations
• Implements training or identifies training opportunities
• Handles corrective action and termination as needed, in accordance with firm policies

Minimum Requirements

• Bachelor's or master’s degree in accounting
• CPA or EA License
• 2–3 years in a management role
• 5–7 years of tax and accounting experience

Other Skills / Abilities

• 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 prepare forms
• 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 proper procedures for preparing challenging returns
• Skilled using various accounting software and experience troubleshooting common accounting program problems
• Personal integrity when working with personal and sensitive financial information
• Professional experience in financial forecasting and risk analysis

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer
• Occasional non-local travel may be required, no more than 5–10% of the year, depending on client base
• Occasional lifting of boxes and/or paperwork up to 25 pounds