Tax Associate

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.

Position Overview

• Prepare individual, trust, gift, and pass-through entity income tax returns, along with estimates and projections, for high-net-worth clients.


• Build workpapers and calculations that catch and resolve discrepancies before returns are filed.


• Research complex or unusual tax issues and share recommendations with the tax team and clients.


• Draft responses to inquiries from the IRS and other taxing authorities, and support the team on audits.


• Track tax law changes that affect high-net-worth individuals and keep the team informed.


• Build long-term client relationships through responsive service, following up promptly on missing information, corrections, and open questions.


• Keep client information accurate and current in the CRM and other platforms.


• Manage multiple engagements and deadlines, keeping the team updated on status and significant changes.

Required Qualifications

• Bachelor's degree in a relevant field.


• At least 1 year of tax preparation experience.


• Flexibility to work extended hours during peak tax periods.

Preferred Qualifications

• Active CPA or Enrolled Agent (EA) certification, or currently pursuing one.


• Proficiency in CCH Axcess Tax, Bloomberg Income Tax Planner, Canopy, or comparable tax platforms.