Staff Accountant - Family Wealth Services Group

Staff Accountant I - Family Wealth Services Group (FWSG) Public Accounting | Tax & Accounting Exposure | Career Development | Best Places to Work

Compensation: $86,000 Base Comprehensive Benefits Package

Location: Alexandria, Virginia
Schedule: Flexible Hybrid

Our client, a highly respected public accounting and advisory firm recognized as one of Virginia's top workplaces, is seeking a Staff Accountant I to join its Family Wealth Services Group (FWSG).

This is an outstanding opportunity for an early-career accounting professional to gain hands-on experience working alongside experienced tax, accounting, and advisory professionals while building a strong technical foundation within public accounting.

As a Staff Accountant I, you'll gain exposure to individual, trust, estate, corporate, and partnership tax engagements while assisting with accounting projects, financial statement preparation, and client service initiatives. You'll work directly with experienced Managers and Principals who are committed to developing future leaders within the firm.

If you're looking for a public accounting opportunity that offers mentorship, technical training, career growth, and exposure to a wide variety of engagements, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $86,000 base salary
• Flexible hybrid work environment
• Top-ranked Virginia public accounting firm
• Best Places to Work and Top Workplace recognition
• Strong mentorship and technical training
• Exposure to tax, accounting, trust, and estate engagements
• Opportunity to work directly with experienced Managers and Principals
• Diverse client base and engagement experience
• Excellent work-life balance and flexible scheduling
• Strong career growth and promotion opportunities
• Collaborative and team-oriented culture

About the Firm

Our client is a leading public accounting and advisory firm serving privately held businesses, individuals, estates, trusts, nonprofit organizations, and employee benefit plans.

Service offerings include:

• Tax Planning & Compliance
• Family Wealth Services
• Estate & Trust Planning
• Accounting Services
• Audit & Assurance
• Business Advisory Services

The firm's commitment to Quality Personal Service has helped establish long-standing client relationships and a reputation for excellence throughout the Mid-Atlantic region.

The Opportunity

As a Staff Accountant I, you'll work closely with experienced professionals while building the technical knowledge and practical experience necessary for long-term success in public accounting.

You'll gain experience with:

• Individual Income Tax Returns
• Estate & Trust Tax Returns
• Partnership Taxation
• Corporate Taxation
• Tax Research
• Tax Planning Initiatives
• Bookkeeping & Accounting Services
• Financial Statement Preparation
• Client Service & Communication

This role offers exceptional exposure to both tax and accounting functions while providing a strong foundation for advancement into Senior Accountant and future leadership positions.

Key Responsibilities Tax Preparation & Compliance

• Prepare individual income tax returns and supporting workpapers
• Assist with trust and estate tax return preparation
• Prepare tax return extensions and related filings
• Organize client tax information and engagement documentation
• Ensure compliance with federal and state filing requirements

Accounting & Bookkeeping Services

• Perform bookkeeping and accounting services for clients
• Assist with trust and estate accounting functions
• Prepare and maintain financial records
• Support accounting engagements and client projects
• Assist with financial statement preparation

Client Service

• Prepare client correspondence and engagement communications
• Respond promptly and professionally to client requests
• Develop positive client relationships
• Support client service initiatives and engagement teams
• Assist with gathering information and managing documentation

Technical Development

• Research tax and accounting issues as assigned
• Learn firm methodologies, systems, and best practices
• Develop technical knowledge of tax regulations and accounting principles
• Gain exposure to advanced tax planning concepts
• Stay informed on professional developments and industry trends

Team Collaboration

• Participate in team-oriented projects and initiatives
• Support engagement teams during busy seasons
• Collaborate with Managers, Principals, and fellow staff members
• Contribute to a positive and professional work environment
• Assist with special projects as assigned

Qualifications Required

• Bachelor's Degree in Accounting or Finance
• 1 year of accounting, tax, or public accounting experience
• Understanding of accounting principles and financial statements
• Strong attention to detail and organizational skills
• Excellent verbal and written communication skills
• Ability to manage multiple priorities and deadlines
• Strong analytical and problem-solving abilities

Who Thrives Here?

The ideal candidate:

• Wants to build a long-term career in public accounting
• Enjoys learning and developing technical expertise
• Takes pride in producing accurate, high-quality work
• Enjoys collaborating with a professional team
• Values mentorship and continuous improvement
• Thrives in a client-service environment
• Has a proactive and growth-oriented mindset

Benefits

• Competitive compensation package
• Flexible hybrid work schedule
• Medical, dental, and vision coverage
• 15 days PTO to start
• 12 paid holidays annually
• 401(k) with company contribution
• Company-paid life insurance
• Short-term disability coverage
• Long-term disability coverage
• Flexible summer hours
• Free parking
• Busy-season meals and snacks
• Continuing education and professional development support
• Business casual "dress for your day" environment

What Makes This Opportunity Different?

Many entry-level accounting roles focus on a narrow set of responsibilities.

This opportunity provides broad exposure across tax preparation, accounting services, estate and trust work, client communication, and professional development. You'll work alongside experienced professionals who invest heavily in mentoring and helping employees advance their careers.

The combination of technical development, strong leadership support, diverse engagement exposure, and advancement potential makes this an exceptional opportunity for an accounting professional looking to accelerate their public accounting career.

About Our Client

Our client is a highly respected public accounting and advisory firm known for technical excellence, outstanding client service, and employee development. Through a collaborative culture, flexible work environment, and commitment to professional growth, the firm has become one of the most sought-after employers in Virginia public accounting.

If you're a Staff Accountant or early-career accounting professional seeking strong mentorship, meaningful client exposure, and a clear path for career advancement, we'd love to speak with you confidentially.