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Tax Program Manager at MillerMusmar CPAs

Role overview

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)

Responsibilities

  • Review and finalize ~300 high-net-worth individual returns annually
  • Review ~20 trust and estate tax returns (Form 1041) and related filings
  • Serve as a go-to resource for individual tax planning for business owners and families
  • Supervise and mentor staff and seasonal preparers

Key facts

Other skills

  • Communication
  • Leadership
  • Teamwork
  • Collaboration

About the company

Performance Driven CPA Firm logo

Performance Driven CPA Firm

Accounting

MillerMusmar, CPA's provides top quality audits & reviews, business valuations, tax and accounting services to clients throughout the Washington Metropolitan area and beyond. Centrally located in the Northern Virginia area, MillerMusmar has been providing auditing, accounting, and financial management consulting services to clients throughout the Washington, D.C. metropolitan area since 1989. The firm was recognized amongst the top 50 the largest accounting firms in the metro D.C. area by the Washington Business Journal's "Book of Lists." Our Clients Are: Not-for-Profit Organizations Including: o Private Voluntary Organizations o Member-Based Associations o Charitable Institutions For-Profit Corporations Including: * Government Contractors * Family-Owned Entities * Medical Practices * Professional Corporations Individual clients Include: * High net Individuals * Self-employed * Realtors * Family MillerMusmar also has a financial advisory affiliate, Financial Strategies Group, that allows our clients access to an investment approach that goes beyond one-dimensional strategies while leveraging the expertise of highly skilled professional investment managers. As a member of the Private Companies Practice Section of the American Institute of Certified Public Accountants, the firm is subject to periodic review by its peers. Unqualified opinions received from the AICPA attest to our practice standards.

Company details

IndustryAccounting
Company size11 - 50

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Job description

**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 and planning. 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-led team

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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