About this position
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.
Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.
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. xavwley
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.
Location and commute
104 Washington Ave, Richmond, CA 94801.
Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.
How to apply
Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3207204857.