Staff Accountant - Family Wealth Services Group
The Staff Accountant I role in the Family Wealth Services Group offers an early-career accounting professional comprehensive exposure to tax preparation, accounting services, and client communication within a respected public accounting firm. This position emphasizes mentorship, technical training, and career growth in a flexible hybrid work environment, providing a strong foundation for advancement in public accounting.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Why This Opportunity Stands Out
Confidential Client is hiring a Staff Accountant I to join the Family Wealth Services Group in Trade, VA. This early-career public accounting role offers broad exposure to tax, trust & estate work, bookkeeping, and financial statement preparation — supported by strong mentorship and technical training.
- $86,000 base salary + comprehensive benefits
- Flexible hybrid schedule
- Hands-on tax and accounting experience (individual, trust, estate, partnership, corporate)
- Clear path for career growth and promotion
- Collaborative, team-oriented culture
What You’ll Do
As a Staff Accountant I you will support engagement teams across tax and accounting work, including:
- Prepare individual income tax returns and supporting workpapers
- Assist with trust and estate tax return preparation
- Support partnership and corporate tax engagements
- Prepare tax return extensions and related filings
- Perform bookkeeping and accounting services for clients
- Assist with financial statement preparation and trust accounting functions
- Organize client tax information and engagement documentation
- Research tax and accounting issues and learn firm methodologies
- Prepare client correspondence and respond professionally to client requests
- Support engagement teams during busy seasons and contribute to team projects
Qualifications
- 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 meet deadlines
- Strong analytical and problem-solving abilities
- Demonstrated interest in building a long-term career in public accounting
Who Thrives Here
- Candidates who value mentorship and technical training
- Professionals who enjoy client service and cross-functional exposure
- Individuals committed to high-quality, accurate work and ongoing learning
- Team players with a proactive, growth-oriented mindset
Benefits
- Competitive compensation package (base salary listed above)
- Flexible hybrid work schedule
- Medical, dental, and vision coverage
- 15 days PTO to start and 12 paid holidays annually
- 401(k) with company contribution
- Company-paid life insurance; short- and long-term disability
- Flexible summer hours, free parking, busy-season meals/snacks
- Continuing education and professional development support
- Business-casual “dress for your day” environment
About Our Client
Confidential 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, audit & assurance, and business advisory services. The firm emphasizes quality personal service, professional development, and a collaborative culture.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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