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Tax Program Manager - Individual, Trust…
- MillerMusmar CPAs (VA)
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**Location:** Reston, VA (Hybrid or Remote Flexibility)
**Firm Size:** ~30 employees
**Reports to:** Tax Director
**Department:** Tax – Individual, Trust, and High-Net-Worth
About Us
MillerMusmar CPAs is a full-service accounting and consulting firm headquartered in Reston, Virginia, serving closely held businesses, government contractors, high-net-worth individuals, and nonprofit organizations. Our Tax Department supports ~500 returns annually, with a growing need for strategic leadership in individual taxation, trust & estates, and international compliance. We're proud of our 'client-centric' approach, collaborative culture, and commitment to technical excellence — and we are building a modern tax department with the right people in the right seats.
Role Summary
We are seeking a full-time Tax Manager with strong experience in 1040 review, tax planning for business owners, and exposure to trust, estate, and international individual compliance. This role will serve as a technical leader and reviewer, manage seasonal and full-time staff on individual return preparation, and help build a scalable, quality-focused individual tax function. This is a highly visible position ideal for someone who wants to own and lead a key function in a growing firm.
Key Responsibilities
• Review and finalize ~300 high-net-worth individual returns annually, many involving K-1s, Schedules C/E/F, stock compensation, and flow-through planning
• Review ~20 trust and estate tax returns (Form 1041) and related filings
• Review or support preparation of international compliance forms including FBAR, 5471, 5472, 8938, GILTI
• Serve as a go-to resource for individual tax planning for business owners and families, including year-end planning and estimated payment strategies
• Supervise and mentor staff and seasonal preparers (including remote contractors)
• Coordinate with other Tax Department leaders on workload, deadlines, and firm initiatives
• Collaborate with the GovCon and Accounting departments to deliver cross-functional planning and compliance
• Assist in staff development, documentation of review procedures, and quality control initiatives
Qualifications
• CPA license (required)
• 7+ years of progressive tax experience in public accounting
• Demonstrated expertise in 1040 review and related tax planning
• Solid experience with trust & estate returns and rules (Form 1041)
• Familiarity with international individual compliance (FBAR, 5471, 5472, etc.)
• Strong communication skills; ability to lead review conversations and client interactions
• Comfortable working in a hybrid or remote team environment
• Experience with CCH Axcess Tax, ProSystems Engagement, and Canopy is a plus
What We Offer
• Competitive salary + performance bonuses
• Flexible work environment (hybrid, remote considered)
• CPA license & CPE support
• Leadership and client visibility in a collaborative culture
• Opportunity to shape the Individual Tax function and mentor a growing team
• High degree of autonomy, with support from a Director-level team
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Tax Program Manager - Individual, Trust and International
- MillerMusmar CPAs (VA)