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Tax Associate

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Hoxton Circle Richmond, VA
Job typeOther PostedOct 24, 2026 Apply byNov 23, 2026

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About this position

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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Location and commute

Richmond, VA .

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How to apply

Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3206146406.

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