Tax Associate

Godsey & Gibb Wealth Management is a rapidly growing SEC-Registered Investment Advisor (RIA) overseeing approximately $1.6 billion in assets under management. As a second generation, family-led firm, we are committed to building trusted relationships, delivering high-touch wealth management services, and helping our clients plan for their long-term goals.

About the Role

As a Tax Associate, you’ll deliver tax services to high-net-worth individuals, including preparing individual, trust, gift, and pass-through-entity income tax returns. This is an opportunity for a detail-oriented professional eager to learn, grow, and contribute to a collaborative team that prioritizes quality, accuracy, and personalized service. This is a full-time hybrid position located in Richmond, VA and reports to the Tax & Financial Planning Manager.

Key Responsibilities

• Prepare individual, trust, gift, and passthrough-entity income tax returns, estimates, and projections
• Prepare 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
• Research and prepare responses to inquiries from IRS and other taxing authorities on behalf of clients, including assisting team with tax audits
• Monitor tax law changes impacting high-net-worth individuals and communicate relevant updates to tax team
• Build long-term client relationships and support business development through excellent service
• Promptly communicate with associates and clients regarding tax engagements ensuring ongoing support
• Follow up with associates and clients to resolve corrections, discrepancies, missing information, and other inquiries
• Gather, analyze, and input relevant client information into CRM systems and other platforms
• Manage multiple work assignments and deadlines
• Communicate work statuses and significant changes with appropriate team members
• Perform other related duties and projects as assigned

Required Qualifications

• Bachelor’s degree in relevant field
• 1+ years of tax preparation experience
• Flexibility to work extended hours during peak tax periods

Preferred Qualifications

• Active CPA or Enrolled Agent (EA) certification or pursuing certification
• Proficiency in CCH Axcess Tax, Bloomberg Income Tax Planner, Canopy, or comparable tax platforms

Pay

The expected base salary range for this position is between $65,000 to $75,000 USD annually across all Virginia locations. 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.

Benefits

• comprehensive medical, dental, and vision insurance
• 401(k) profit sharing with company match
• life insurance
• education and professional development assistance
• health and fitness program
• discretionary bonus program
• paid time off
• and much more

Applicants must be legally authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B). Godsey and Gibb Wealth Management does not accept any unsolicited resumes from third-party recruiters or agencies. Interested applicants are encouraged to apply online at jobs.appone.com/godseyandgibb.