Tax Associate — High‑Net‑Worth Focus (Hybrid, Richmond)

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 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.