Senior Tax Associate

Cookie Finance; Richmond (VA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading finance firm in Richmond, Virginia, seeks a detail-oriented tax professional to provide exceptional client service. This role involves developing personalized tax strategies, managing complex tax filings, and collaborating closely with clients. Ideal candidates will have a relevant degree and 3-5 years of experience in tax preparation, along with proficiency in QuickBooks and strong analytical skills. Join a team that values clarity and empowerment in navigating tax complexities.

Qualifications

• 3-5 years of experience in tax preparation required.
• Proficient in accounting software, particularly QuickBooks.
• Strong communication and organizational skills are essential.

Responsibilities

• Meet with clients to develop personalized tax strategies.
• Manage preparation of complex tax filings.
• Collaborate with team members for client experiences.

Skills

Customer service orientation

Analytical skills

Problem-solving abilities

Communication skills

Education

Associate's or Bachelor's degree in Accounting or Finance

Tools

QuickBooks

General accounting software

Job description

About the Role

This is not your average tax role. You'll play a critical role in supporting our amazing and creative clients, many of whom are industry-leading content creators, entrepreneurs, and influencers. You won't just be working with numbers behind the scenes—you'll be front and center, helping clients understand and manage tax obligations with clarity and confidence. You'll help clients navigate complex tax situations, identify opportunities for optimization, and ensure they're positioned for success come tax season and beyond.

Who This Role Is Perfect For

This role is perfect for someone who lights up when solving complex tax puzzles and building genuine client relationships. You're naturally detail-oriented and love diving into intricate tax scenarios to find the best solutions for your clients. You get energized by turning tax complexity into clear, confident guidance that makes clients feel informed and empowered rather than overwhelmed.

What You'll Own

• Meet regularly with clients to develop personalized tax strategies and identify optimization opportunities
• Manage preparation of complex filings including 1040, Partnership and S Corp returns alongside our staff accountants
• Partner closely with team members to deliver exceptional client experiences
• Take on expanding responsibilities as our firm scales, with comprehensive training and career development support

What We're Looking For

• Associate's or Bachelor's degree, ideally in Accounting, Finance, or a related field
• 3-5 years of experience in tax preparation
• Proficiency in QuickBooks and general accounting software
• Strong customer service orientation and communication skills
• Excellent organizational, analytical, and problem-solving abilities