Tax Associate

Godsey & Gibb Wealth Management; Richmond (VA); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Discretionary bonus

Paid time off

Medical insurance

Dental and vision

401(k) with company match

Life insurance

Professional development support

Health and fitness program

Job summary

Godsey & Gibb Wealth Management in Richmond, VA seeks a Tax Associate to deliver comprehensive tax services to high-net-worth clients, including preparing individual, trust, gift, and pass-through-entity tax returns. This full-time hybrid role reports to the Tax & Financial Planning Manager and emphasizes accuracy and personalized service.

The position requires 1+ year tax prep experience, a Bachelor’s degree, and flexibility for peak-season hours.

Qualifications

• Bachelor’s degree in relevant field.
• 1+ years of tax preparation experience.
• Flexibility to work extended hours during peak tax periods.

Responsibilities

• Prepare individual, trust, gift, and passthrough-entity tax returns and estimates.
• Research tax issues and respond to IRS inquiries.
• Build long-term client relationships and support business development.
• Manage multiple assignments and communicate status to the team.

Skills

Tax preparation

Client communication

CRM data entry

Education

Bachelor’s degree in relevant field

Tools

CCH Axcess Tax

Bloomberg Income Tax Planner

Canopy

Job description

Godsey & Gibb Wealth Management is a rapidly growing SEC-Registered Investment Advisor (RIA) overseeing approximately $1.6 billion in assets under management. As a second generation, family-led firm, we are committed to building trusted relationships, delivering high-touch wealth management services, and helping our clients plan for their long-term goals.

About the Role

As a Tax Associate, you’ll deliver tax services to high-net-worth individuals, including preparing individual, trust, gift, and pass-through-entity income tax returns. This is an opportunity for a detail-oriented professional eager to learn, grow, and contribute to a collaborative team that prioritizes quality, accuracy, and personalized service.

This is a full-time hybrid position located in Richmond, VA and reports to the Tax & Financial Planning Manager.

Key Responsibilities

Tax Preparation

• Prepare individual, trust, gift, and passthrough-entity income tax returns, estimates, and projections
• Prepare workpapers, calculations, and return details to resolve discrepancies before submission
• Research and analyze complex or atypical tax issues and share recommendations with tax team and clients
• Research and prepare responses to inquiries from IRS and other taxing authorities on behalf of clients, including assisting team with tax audits
• Monitor tax law changes impacting high-net-worth individuals and communicate relevant updates to tax team

Client Service & Communication

• Build long-term client relationships and support business development through excellent service
• Promptly communicate with associates and clients regarding tax engagements ensuring ongoing support
• Follow up with associates and clients to resolve corrections, discrepancies, missing information, and other inquiries
• Gather, analyze, and input relevant client information into CRM systems and other platforms

Workflow Management

• Manage multiple work assignments and deadlines
• Communicate work statuses and significant changes with appropriate team members
• Perform other related duties and projects as assigned

  Required Qualifications

  • Bachelor’s degree in relevant field
  • 1+ years of tax preparation experience
  • Flexibility to work extended hours during peak tax periods

  Preferred Qualifications

  • Active CPA or Enrolled Agent (EA) certification or pursuing certification
  • Proficiency in CCH Axcess Tax, Bloomberg Income Tax Planner, Canopy, or comparable tax platforms

  Compensation and Benefits

  The expected base salary range for this position is between $65,000 to $75,000 USD annually across all Virginia locations.

  • discretionary bonus program for eligible roles
  • paid time off
  • comprehensive medical
  • dental, and vision insurance
  • 401(k) profit sharing with company match
  • life insurance
  • education and professional development assistance
  • health and fitness program
  • much more

  Why Join GGWM?

  At Godsey and Gibb Wealth Management, you’ll join a growing, relationship-driven wealth management firm with more than 40 years of experience, based in Richmond, VA and serving clients nationwide. We are a second-generation, family-led firm that values trust, teamwork, professional development, and exceptional client service. If you enjoy meaningful work, collaboration, and the opportunity to grow with a firm, GGWM offers a strong environment to build a long-term career.

  Learn more about us:

  • Discover Your Employee Benefits
  • Explore Careers
  • Learn About Our Services
  • Visit Our Website

  Firm Overview

  Godsey and Gibb Wealth Management is a rapidly growing SEC-Registered Investment Advisor (RIA) overseeing approximately $1.6 billion in assets under management. As a second generation, family-led firm, we are committed to building trusted relationships, delivering high-touch wealth management services, and helping our clients plan for their long-term goals.

  Additional Information

  Work Authorization: Applicants must be legally authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B). Recruiting Agencies: Godsey and Gibb Wealth Management does not accept any unsolicited resumes from third-party recruiters or agencies.