Tax Associate

Prospectblue; Richmond (VA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Retirement plan with employer match

Health, dental, and vision insurance,+

Paid time off and life insurance

Much better hours and work-lifeBalance

Job summary

ProspectBlue in Richmond, VA, is hiring a Tax Associate to prepare individual, partnership, and fiduciary tax returns for review by the Tax Manager. This long-term growth role sits on a small team and suits an early-career tax professional seeking depth and increasing responsibility while staying close to clients.

You’ll gather client documents, support planning projects, and handle year-round needs. The role offers a clear path to licensure, exposure to high-net-worth clients, and better hours

Qualifications

• 1–3 years of tax experience in public accounting.
• Bachelor’s degree in Accounting or related field.
• CPA or working toward licensure preferred.
• Experience preparing individual returns; exposure to partnership, trust, or high-net-worth returns is a plus.
• Comfortable with tax compliance and research software.
• Detail-oriented, organized, and eager to learn.

Responsibilities

• Prepare individual, partnership, and fiduciary tax returns for Tax Manager review.
• 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 outside advisors as your role grows.
• Stay current on tax law changes and developments.

Skills

Tax experience

Detail-oriented

Education

Bachelor’s degree in Accounting

Tools

QuickBooks

Job description

Richmond, VA (In-Office with Flexibility)

ProspectBlue is partnering with a Richmond-based family office accounting firm on the hire of a Tax Associate. The role prepares individual, partnership, and fiduciary tax returns for high-net-worth families and reports directly to the Tax Manager. It’s a long-term growth position on a small team, a good fit for an early-career tax professional who wants to build depth and take on more responsibility over time.

What You’ll Do

• Prepare individual, partnership, and fiduciary tax returns for Tax Manager review
• 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 advisors (investment, legal, and insurance) as your role grows
• Stay current on tax law changes and developments

What You Bring

• 1–3 years of tax experience in public accounting (required)
• Bachelor’s degree in Accounting or a related field
• CPA, or working toward licensure, preferred
• Experience preparing individual returns; exposure to partnership, trust, or high-net-worth returns is a plus
• Comfortable with tax compliance and research software; QuickBooks experience is a plus
• Detail-oriented, organized, and eager to learn

What’s Offered

• Retirement plan with employer match
• Health, dental, and vision insurance, plus HSA/FSA
• Paid time off and life insurance
• Much better hours and work-life balance than public accounting