Tax Manager

Godsey & Gibb Wealth Management; Richmond (VA); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive base salary

Annual discretionary bonus up to 20%

Comprehensive medical, dental, and vision insurance

401(k) profit sharing with company match

18 days of PTO

Education and professional development assistance

Education assistance

Job summary

A boutique wealth management firm in Richmond, VA is seeking a Tax Manager who will lead a small team in managing complex tax engagements for high-net-worth clients. The role involves preparing and reviewing tax returns, communicating with clients, and mentoring associates. The firm offers competitive salary, annual bonuses, and a comprehensive benefits package including 18 days PTO, medical insurance, and professional development assistance.

Qualifications

• 5+ years of experience in tax management in public accounting.
• Proven tax engagement management skills for high-net-worth individuals.
• Active CPA license.

Responsibilities

• Manage federal and state income tax planning and consulting engagements.
• Prepare and review individual and trust income tax returns.
• Communicate directly with clients to discuss results and insights.
• Supervise and mentor tax associates.
• Communicate with clients to gather information, discuss results, and provide tax planning insights.
• Support business development and client retention with meetings and relationship-building.
• Integrate tax insights with long-term financial planning with the wealth advisory team.
• Assist Director in communicating relevant tax developments to associates and clients.
• Research and analyze complex tax issues and share insights with team and clients.
• Correspond with IRS and other authorities and manage tax audits.

Skills

Tax planning

Tax compliance

Client communication

Leadership

Education

Bachelor's degree in relevant field

Active CPA license

Job description

Chief Compliance Officer | Transformational HR Leader | Organizational Development | Military Veteran

About the Role

As a Tax Manager, you will join a boutique tax team within our wealth management firm, working alongside and leading a small group of tax professionals. You will manage complex tax engagements for high-net-worth individuals, their families, and other clients with sophisticated needs, blending strong technical expertise with effective team leadership. You’ll stay closely involved with colleagues throughout every phase of the tax process, including hands‑on preparation and review of returns. This is a full‑time hybrid position located in Richmond, VA and reports to the Tax Director.

Responsibilities

• Manage federal and state income tax planning and consulting engagements for our high-net-worth individuals
• Prepare and review simple-to-complex individual, estate & trust, gift, and passthrough‑entity income tax returns
• Oversee the accurate and timely preparation of income tax returns including conducting primary and secondary reviews
• Gather, analyze, and input relevant client information into CRM systems and other platforms
• Communicate directly with clients to gather information, discuss results, and provide proactive tax planning insights
• Support business development and client retention initiatives by participating in client and prospect meetings, developing tax-practice client base while building and maintaining strong relationships with clients
• Integrate tax insights and strategies with long-term financial planning alongside our wealth advisory team
• Assist Director with communicating relevant tax developments to associates and clients
• Research and analyze complex or atypical tax issues and share insights with tax team and clients
• Correspond with IRS and other taxing authorities on behalf of clients and manage tax audits
• Monitor and interpret evolving tax law changes and implement improvements in our services
• Seasonal overtime at certain points in the year, particularly those months leading to and including major tax deadlines
• Perform other related duties and projects as assigned
• Supervise, mentor, and manage workload of tax associates on all tax-related projects

Qualifications

• Bachelor’s degree in relevant field
• At least 5+ years of experience in tax management in public accounting
• Active Certified Public Accountant (CPA) license

Benefits We Offer

Competitive base salary, plus annual discretionary bonus up to 20% based on individual and firm performance. The base compensation for this role will be determined after consideration of various factors including but not limited to skill sets, experience, education, qualifications, licensure and certifications, and hiring location of the individual selected for this role. Our full‑time employees may be eligible for discretionary bonuses based on individual performance and firm performance.

Beyond base compensation and discretionary bonus program, Godsey & Gibb Wealth Management offers a comprehensive benefits package and bonus program (for eligible roles), 18 days of PTO, comprehensive medical, dental, and vision insurance, 401(k) profit sharing with company match, life insurance, education and professional development assistance to obtain relevant certifications and licenses, health and fitness program, and much more.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Accounting/Auditing, Consulting, and Management

Investment Management, Financial Services, and Accounting

Location: Richmond, VA

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