Senior Tax Associate (Remote) - Wealth Management

About the Role

As a Senior Tax Associate, you’ll deliver tax services to high-net-worth individuals, including preparing individual, trust, gift, and pass-through-entity income tax returns. You will assist with tax research and contribute to the development of customized financial plans as part of our integrated advisory approach. This is a strong opportunity for a detail-oriented professional eager to learn, grow, and contribute to a collaborative team that prioritizes quality, accuracy, and personalized service. This individual reports to the Tax and Financial Planning Manager.

Responsibilities

• Prepare and review individual, trust, gift, and passthrough-entity income tax returns, estimates, and projections
• Review 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
• Respond to inquiries from IRS and other taxing authorities on behalf of clients, including assisting with tax audits
• Monitor tax law changes impacting high-net-worth individuals and communicate relevant updates to advisors and clients
• Gather, input, and analyze clients’ financial data and circumstances to develop tailored, comprehensive financial plans
• Maintain effective control procedures over financial-planning-related client service process and daily client activities
• Support planning around estate and gift tax strategies, generational wealth transfer, Roth conversions, required minimum distributions, and qualified charitable distributions
• Build long-term client relationships and support business development through excellent service
• Promptly communicate with clients regarding tax and financial planning engagements ensuring ongoing support
• Follow up with associates and clients to resolve corrections, discrepancies, missing information, and other inquiries
• Participate in client meetings and communicate work statuses and significant changes with appropriate team members
• Gather, analyze, and input relevant client information into CRM systems and other platforms
• Manage multiple work assignments, team members, and deadlines simultaneously
• Provide ongoing guidance, support, and feedback to junior associates through regular coaching and teachable moments
• Review work prepared by associates and provide clear, constructive feedback to ensure accuracy, quality, and professional development
• Perform other related duties and projects as assigned

Required Qualifications

• Bachelor’s degree in relevant field
• Active CPA or Enrolled Agent (EA) certification
• At least 3 years of public accounting experience
• Flexibility to work extended hours during peak tax periods
• Must reside in Virginia

Preferred Qualifications

• Experience preparing estate and trust tax returns for high-net-worth individuals
• Proficiency in CCH Axcess Tax, Bloomberg Income Tax Planner, Canopy, or comparable tax platforms
• Proficiency in Envestnet MoneyGuideElite, Holistiplan, or comparable financial planning platforms
• CERTIFIED FINANCIAL PLANNER certification

Pay

Base salary range of $80,000 to $100,000 annually, plus up to 20% bonus.

Benefits

• 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

Schedule

Full-time remote position based in Richmond, VA, with a hybrid work option available. Qualified candidates should be available for approximately 2-3 weekly office visits per year, as needed. Travel is less than 10% for training, meetings, or business-related events.

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.