Tax Associate

About this position

Job Description

Tax Associate

Richmond, VA (In-Office with Flexibility)

ProspectBlue is partnering with a Richmond-based family office accounting firm on the hire of a Tax Associate. The role prepares individual, partnership, and fiduciary tax returns for high-net-worth families and reports directly to the Tax Manager. It’s a long-term growth position on a small team, a good fit for an early-career tax professional who wants to build depth and take on more responsibility over time.

What You’ll Do

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• Prepare individual, partnership, and fiduciary tax returns for Tax Manager review
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• Gather and organize client tax documents, workpapers, and supporting schedules
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• Support tax planning projects, including estate, gift, and charitable planning
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• Handle year-round client needs, including estimated payments, extensions, and tax notices
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• Work with clients and their outside advisors (investment, legal, and insurance) as your role grows
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• Stay current on tax law changes and developments
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What You Bring

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• 1–3 years of tax experience in public accounting (required)
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• Bachelor’s degree in Accounting or a related field
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• CPA, or working toward licensure, preferred
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• Experience preparing individual returns; exposure to partnership, trust, or high-net-worth returns is a plus
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• Comfortable with tax compliance and research software; QuickBooks experience is a plus
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• Detail-oriented, organized, and eager to learn
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What’s Offered

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• Retirement plan with employer match
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• Health, dental, and vision insurance, plus HSA/FSA
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• Paid time off and life insurance
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• Much better hours and work-life balance than public accounting
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• In-office role with some flexibility
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Location and commute

Richmond, VA 23214.

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-3204011917.