Tax Manager - Family Wealth Management

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Company:
 
Argy, Wiltse, & Robinson PC
Company Profile | Current Opportunities (3)
Job Location(s): McLean
Employment Term: Regular
Employment TypeFull Time
Start Date:As soon as possible
Starting Salary Range:Competitive
Required Education: Bachelor's Degree
Required Experience: Open
Related Categories:Accounting - General, Accounting - Taxes and Preparation, Accounting - Management

Position Description

Company Name Argy, Wiltse & Robinson, P.C.
City McLean
State Virginia [VA]
Title Tax Manager - Family Wealth Management
Summary Description Argy, Wiltse & Robinson, P.C. (Argy), recently named as one of the Top 50 Best Places to Work by the Washington Business Journal and Accounting Today, provides an array of specialized tax, audit, accounting and business advisory services. Argy serves a broad base of clients in the government contracting, non-profit, technology, real estate, medical, automotive, publishing, professional services and hospitality sectors. Our exceptional service and consistent rapid growth have been recognized by such publications as Inside Public Accounting, Accounting Today, Public Accounting Report and Forbes. Most notably, Argy has been named one of the 25 Best of the Best firms in the U.S. for several consecutive years, we were listed on the Top 100 firms in the nation in terms of revenue and size, and we continue to climb the local Business Journal’s list of top CPA firms, yet we remain one of the youngest firms recognized.

In an industry known for excessively long hours and great personal sacrifices, Argy offers its employees a truly solid work-life balance. This balance allows Argy to attract and retain top talent, offering clients tremendous industry and technical experience from a highly qualified team. Argy currently has approximately 250 employees and generated $44M of revenue in 2009.

The Family Wealth Management (FWM) Group works exclusively with high net worth individuals to provide comprehensive tax, estate planning and other vital consulting services.


 
Responsibilities

As a FWM Tax Manager, you will have the opportunity to make an impact by:

  • Understanding the technical issues and possessing the skills necessary to review complex individual related tax returns, including Forms 1040, 1041, 709 & 990-PF
  • Understanding the technical issues and possessing the skills necessary to review basic business tax returns, including Forms 1065 and 1120S
  • Reviewing projects and returns prepared by Tax Staff and Seniors
  • Preparing invoices, following up on receivables and developing budgets
  • Performing research and preparing consulting projects
  • Communicating directly with clients and their advisors by phone email or in person, and serving as the primary point of contact
  • Attending client meetings alone or with a supervisor
  • Identifying tax planning & consulting opportunities, including coordination with client's other advisors
  • Proactively communicating with supervisors on status of projects and assistance needed
  • Handling administrative responsibilities including billing, interviewing candidates, participating in training as an attendee and as a leader
Knowledge, Skills & Abilities
  • Strong understanding of generally accepted accounting principles (GAAP) and auditing standards
  • Understanding of a broad range of accounting issues including those involving higher levels of judgment such as: priority for income taxes, revenue recognition, subsequent events, contingencies and industry specific procedures
  • Experience with Prosystems and BNA Tax planner preferred
  • Knowledge of accounting, tax, audit and related business trends
  • Ability to review and provide feedback on work prepared by Tax Staff and Seniors in a professional manner
  • Ability to gather, organize and summarize information efficiently and effectively
  • Ability to adhere to given budgets and time deadlines
  • Ability to work in a deadline-driven environment
  • Proficient in MS Word, Excel, PowerPoint and the Internet
  • Manages own time and the time of others
  • Motivates, develops and directs people as they work
  • Demonstrates excellent verbal and written communication skills
  • Applies principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Demonstrates strong organizational skills and attention to detail
  • Interviews, trains and orients staff
Educational & Experience Requirements
  • Bachelors degree in Accounting or related field
  • Active Certificate in Public Accounting (CPA) or Juris Doctorate (JD) required
  • Minimum four years experience; preferably relevant U.S. public accounting experience
  • Experience working with high net worth individuals preferred
  • Minimum two years of management experience
Bonus Structure Our compensation and benefits package includes competitive salaries, comprehensive medical plans, dental coverage, vision coverage, FSAs, 401k plan with matching and profit sharing, annual bonuses, CPA bonuses, firm-paid association memberships, free on-site CPE courses, tuition reimbursement, free parking, free gym membership, retail discounts, 5 weeks for paid time off, flexible work schedules and a mentor and buddy program. It is our goal for all Argy employees to have a genuine work-life balance and career development!

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