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$109k–$141k/yr
Full-time
bachelor degree, professional certificate
Medical Coverage, Dental Coverage, Vision Coverage, 401k, Hsa, Fsa
Posted 35d ago
~40 hrs/week
Responsibilities
Manage tax engagements for high-net-worth individuals, trusts, and estates while serving as a key liaison between clients and partners. Identify tax planning opportunities and provide technical guidance on wealth transfer and compliance matters.
Requirements
Requires a Bachelor's degree in accounting, an active CPA license, and at least 5 years of public accounting experience. Must have 3+ years of direct experience in private client tax services.
Full job description
What You’ll Do
Serve as a key liaison between managers, senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements.
Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
Prepare and review individual, fiduciary, trust, estate, gift, and multi-state tax returns.
Research and apply technical tax guidance related to individual taxation, fiduciary taxation, trusts, estates, and compliance matters.
Serve as a main point of contact for multiple clients and manage tax-related communication with attorneys, brokers, trustees, and other third parties.
Identify planning opportunities and support clients with tax strategies related to wealth transfer, estate planning, trust administration, and family financial matters.
Review client information, assess tax implications, and coordinate with internal team members to deliver timely, accurate, and thoughtful client service.
Monitor tax law changes and evaluate how new guidance may impact private clients, trusts, estates, and related planning strategies.
Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
Contribute to staff development by coaching, mentoring, and sharing technical knowledge through one-on-one teachable moments and regular feedback.
Participate in business development by building relationships with key service providers, identifying opportunities with existing clients, and following through with new client leads.
What We Offer
A large variety of client industries, allowing for diverse day‑to‑day tax projects
Opportunities to build close, trusted relationships with clients
An open environment that encourages new ideas and innovative methodologies
Ongoing professional development and continuing education programs
Access to multiple niche service and industry teams aligned with your interests
A supportive, collaborative team environment
A flexible work environment designed to support your professional and personal goals
Opportunities for community involvement and impact
What You Bring
Strong technical and analytical skills in private client tax services.
Ability to manage deadlines and meet time constraints in a fast‑paced environment
A relationship‑focused mindset with a passion for helping clients achieve their goals
Desire to coach and develop tax associates through knowledge sharing
Professional, inclusive demeanor that contributes to a positive team culture
Willingness to support business development efforts
5+ years of experience in public accounting, tax consulting, or similar, with a focus on private client tax services.
3+ years of direct private client tax services experience
Bachelor’s degree in accounting
Active CPA license; CFP is a plus
Working knowledge of Microsoft Office and tax preparation software
Pay
The anticipated hiring range for this position is $108,600-$141,200 and is dependent on relevant experience, qualifications, and skills.
Benefits
Comprehensive medical, dental, and vision coverage
401K, HSA, and FSA
Eligibility for an annual performance bonus
Disability and life assurance
Generous Paid Time Off and Paid Care Leave
Additional Programs and resources to support you and your family
More than accountants, we are Opportunity Advisors for privately-held businesses and high-net worth individuals
Industry
Accounting
Company size
51-200 employees
Founded
1978
Headquarters
Glen Allen, VA
LinkedIn followers
3,489
You can depend on us to share our knowledge and experience to help you make sound financial decisions throughout the life cycle of your business. We approach your business as a unique entity, enabling us to identify audit, tax, and business strategies that work for how you run your business today and where you want it to go tomorrow.
We serve entrepreneurs, privately-held businesses and their owners in Virginia.
Industry experience includes: Broker-Dealers, Registered Investment Advisors, Hedge & Private Equity Funds, Real Estate, Construction, Manufacturing, Distribution & Retail, Not-for-Profit, Technology, Healthcare and Medical Practices, and Financial Services
Services include: Audit, Broker-Dealer Audits, Surprise Custody examinations, Tax, Valuation & Forensic, Cyber Security, Risk Advisory, SOC Audits, Private Client Tax Services, Fractional Controller, Fractional CFO
Keiter is not responsible for content posted by third parties acting on its behalf. We reserve the right- to the extent permitted under applicable law- to retain, monitor, and remove all electronic communications that violate our social media or legal policies. All rights reserved. https://keitercpa.com/about-us/legal-policy/
Offices: 4401 Dominion Boulevard, Glen Allen, VA 23060, US
How much do Finance & Accounting jobs in Virginia pay?
Based on 3231 listings with disclosed salaries, most finance & accounting jobs in Virginia pay between $66k–$200k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Virginia right now?
There are currently 4,821 open finance & accounting positions in Virginia listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Virginia?
Companies currently hiring include Capital One, Truist, MicroStrategy (now Strategy - Old Page), Amazon, CoStar Group, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Virginia?
Yes — 1455 of the 4821 open finance & accounting positions offer remote or hybrid work (571 remote, 884 hybrid).
How do I apply for Finance & Accounting jobs in Virginia?
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