Tax Manager, Family Wealth Services Group (High-Net-Worth, Fiduciary, Gift & Estate)

Job overview

The Tax Manager, Family Wealth Services Group (High-Net-Worth, Fiduciary, Gift & Estate) role is hybrid in Alexandria, VA, with compensation of $156,000–$170,000 per year. The role supports KWC’s Family Wealth Services Group, serving high-net-worth individuals and family groups. The manager leads tax compliance and planning engagements, provides technical review, owns assigned client relationships, and develops staff. The work helps clients address complex individual, fiduciary, gift, and estate tax matters while supporting the firm’s tax practice.

What you'll do

• Manage multiple client engagements
• prepare and review individual, fiduciary, gift, and estate tax returns
• identify tax-planning opportunities
• research and communicate federal and state tax matters
• monitor technical developments
• supervise, train, and mentor staff
• participate in business development and referral relationships.

What we're looking for

Skills & competencies

tax manager

family wealth services group

high-net-worth tax

fiduciary tax

gift and estate tax

alexandria va

kositzka wicks and co

hybrid

$156,000–$170,000/year

cpa

enrolled agent

client engagement leadership

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision coverage
• 15 days of PTO to start
• 12 paid holidays
• 401(k) with 3% annual contribution
• company-paid life and short- and long-term disability insurance
• free parking
• flexible summer hours.

Why this role

Focus on high-net-worth individuals, trusts, estates, and family groups; flexible work schedule and some remote-work ability; active CPA or Enrolled Agent required.

About the employer

Kositzka Wicks and Co is hiring for this role. Industry: Offices of Lawyers. Sector: 54.