High-Net-Worth Tax Associate (Hybrid)

Hoxton Circle; Virginia (MN); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Hoxton Circle, a growing SEC-registered investment advisor in Richmond, seeks a Tax Associate to prepare returns for high-net-worth individuals and families. The role emphasizes accuracy, learning alongside an experienced team, and relationship-driven service in a full-time hybrid setup.

Responsibilities include preparing various tax returns, building working papers, researching issues, drafting IRS responses, and keeping client data current while managing multiple engagements.

Qualifications

• Bachelor's degree required; CPA/EA certification preferred or in progress.
• Experience in tax preparation and handling high-net-worth clients is advantageous.
• Willingness to work extended hours during peak tax season.

Responsibilities

• Prepare returns for individuals, trusts, gifts, and pass-through entities for high-net-worth clients.
• Build workpapers and calculations to resolve discrepancies before filing.
• Research complex tax issues and provide recommendations to team and clients.
• Draft responses to IRS inquiries and assist with audits.
• Stay updated on tax law changes affecting high-net-worth individuals.
• Maintain client relationships and keep CRM data current.

Education

Bachelor's degree in a relevant field

CPA or EA certification (or pursuing)

Tools

CCH Axcess Tax

Bloomberg Income Tax Planner

Canopy

Job description

Hoxton Circle, a growing SEC-registered investment advisor in Richmond, seeks a Tax Associate to prepare returns for high-net-worth individuals and families. The role emphasizes accuracy, learning alongside an experienced team, and relationship-driven service in a full-time hybrid setup.

Responsibilities include preparing various tax returns, building working papers, researching issues, drafting IRS responses, and keeping client data current while managing multiple engagements.