Tax Associate

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

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.