Senior Tax Associate - Wealth Management

About the role

This is a full-time hybrid position located in Richmond, VA and reports to the Tax & Financial Planning Manager.

Key Responsibilities

• Tax Preparation & Review:
  • 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.
• Financial Planning:
  • 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.
• Client Service & Communication:
  • 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.

Required Qualifications

• Bachelor’s degree in relevant field.
• CPA or Enrolled Agent (EA) certification (or obtain within 6 months of hire).
• At least 2 years of public accounting experience.

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 Planning (CFP®) credential.

Compensation & Benefits

The expected base salary range for this position in Richmond, VA is between $70,000 to $100,000 USD annually. This reflects the annual base salary range that GGWM reasonably expects to pay for this position based on a number of factors, which may include relevant job knowledge, skill sets, education, experience, and actual work location of the individual selected for this role. Additionally, Godsey & Gibb Wealth Management offers a comprehensive benefits package and 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, and much more.