Tax Associate

Prospect Blue • Richmond, VA

12d • Onsite

About The Position

ProspectBlue is partnering with a Richmond-based family office accounting firm to hire a Tax Associate. This role prepares individual, partnership, and fiduciary tax returns for high-net-worth families and reports directly to the Tax Manager. It is a long-term growth opportunity on a small team for an early-career tax professional who wants to build expertise and take on greater responsibility over time. The position is in-office in Richmond, Virginia, with some flexibility.

Requirements

• 1–3 years of tax experience in public accounting.
• Bachelor’s degree in Accounting or a related field.
• Experience preparing individual tax returns.
• Comfort with tax compliance and research software.
• Detail-oriented and organized, with an eagerness to learn.

Nice To Haves

• CPA or working toward licensure.
• Exposure to partnership, trust, or high-net-worth returns.
• QuickBooks experience.

Responsibilities

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

Benefits

• Retirement plan with employer match.
• Health, dental, and vision insurance.
• HSA/FSA.
• Paid time off.
• Life insurance.
• Improved hours and work-life balance compared with public accounting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level