Tax Associate

Job Description

We have a growing SEC-registered investment advisor in Richmond is hiring a Tax Associate to prepare returns for high-net-worth individuals and families. The firm focuses on high-touch, relationship-driven wealth management, and this role suits a detail-oriented tax professional who wants to keep learning alongside an experienced team. It's a full-time hybrid position reporting to the Tax and Financial Planning Manager.

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Position Overview

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• Prepare individual, trust, gift, and pass-through entity income tax returns, along with estimates and projections, for high-net-worth clients.
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• Build workpapers and calculations that catch and resolve discrepancies before returns are filed.
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• Research complex or unusual tax issues and share recommendations with the tax team and clients.
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• Draft responses to inquiries from the IRS and other taxing authorities, and support the team on audits.
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• Track tax law changes that affect high-net-worth individuals and keep the team informed.
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• Build long-term client relationships through responsive service, following up promptly on missing information, corrections, and open questions.
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• Keep client information accurate and current in the CRM and other platforms.
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• Manage multiple engagements and deadlines, keeping the team updated on status and significant changes.
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Required Qualifications

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• Bachelor's degree in a relevant field.
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• At least 1 year of tax preparation experience.
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• Flexibility to work extended hours during peak tax periods.
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Preferred Qualifications

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• Active CPA or Enrolled Agent (EA) certification, or currently pursuing one.
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• Proficiency in CCH Axcess Tax, Bloomberg Income Tax Planner, Canopy, or comparable tax platforms.
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