Senior Tax Associate

Hoxton Circle•Richmond, VA

12d•Hybrid

About The Position

Our client, a wealth management firm based in Richmond, VA is searching for a Senior Tax Associate. Our client is a growing wealth management firm serving high-net-worth individuals, with an integrated tax and financial planning offering. They're hiring a Senior Tax Associate to join their Tax team, reporting into the Tax & Financial Planning Manager. This is a strong fit for someone with public accounting experience who wants to move into a firm where tax and planning work sit side by side, and where the client base is sophisticated but the team is small enough that your work has real visibility.

Requirements

CPA or Enrolled Agent certification, or willingness to obtain within 6 months of hire
At least 2 years of public accounting experience
Experience preparing estate and trust tax returns for high-net-worth individuals
Proficiency with CCH Axcess Tax, Bloomberg Income Tax Planner, Canopy, or a comparable tax platform

Responsibilities

Manage a caseload within a book of roughly 250 tax clients, focusing on estate and trust tax return preparation for high-net-worth individuals.
Prepare and review complex individual, trust, and estate returns.
Work closely with the financial planning side to make sure tax strategy and planning advice are aligned.
Use the firm's tax and planning platforms to manage workflow and client data.
Have direct client contact, particularly around tax planning conversations tied to broader wealth management relationships.