Tax Associate

Hoxton Circle; Virginia; Hybrid; USD 60,000 - 85,000; Full time

Job summary

Hoxton Circle in Richmond, VA, is hiring a Tax Associate to prepare returns for high-net-worth individuals and families. The role offers a full-time hybrid schedule reporting to the Tax and Financial Planning Manager.

You will prepare various tax returns, draft IRS responses, and stay current on tax law changes while maintaining strong client relationships.

Qualifications

• Bachelor's degree required in a relevant field.
• Minimum 1 year of tax preparation experience.
• Flexibility to work extended hours during peak periods.

Responsibilities

• Prepare individual, trust, gift, and pass-through tax returns for high-net-worth clients.
• Build workpapers and calculations to resolve discrepancies before filing.
• Research complex tax issues and share recommendations with the team and clients.
• Draft responses to IRS inquiries and support audits.
• Track tax law changes affecting high-net-worth clients and inform the team.
• Maintain long-term client relationships with proactive follow-up and accurate data in CRM.
• Manage multiple engagements and deadlines, keeping the team updated.

Skills

Tax preparation

Attention to detail

Client relations

Time management

Education

Bachelor's degree in a relevant field

Tools

CCH Axcess Tax

Bloomberg Income Tax Planner

Canopy

Job description

We have a growing SEC-registered investment advisor in Richmond is hiring a Tax Associate to prepare returns for high-net-worth individuals and families. The firm focuses on high-touch, relationship-driven wealth management, and this role suits a detail-oriented tax professional who wants to keep learning alongside an experienced team. It's a full-time hybrid position reporting to the Tax and Financial Planning Manager.

Position Overview

• Prepare individual, trust, gift, and pass-through entity income tax returns, along with estimates and projections, for high-net-worth clients.
• Build workpapers and calculations that catch and resolve discrepancies before returns are filed.
• Research complex or unusual tax issues and share recommendations with the tax team and clients.
• Draft responses to inquiries from the IRS and other taxing authorities, and support the team on audits.
• Track tax law changes that affect high-net-worth individuals and keep the team informed.
• Build long-term client relationships through responsive service, following up promptly on missing information, corrections, and open questions.
• Keep client information accurate and current in the CRM and other platforms.
• Manage multiple engagements and deadlines, keeping the team updated on status and significant changes.

Required Qualifications

• Bachelor's degree in a relevant field.
• At least 1 year of tax preparation experience.
• Flexibility to work extended hours during peak tax periods.

Preferred Qualifications

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