Tax Associate

Tax AssociateRichmond, VA (In-Office with Flexibility)

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ProspectBlue is partnering with a Richmond-based family office accounting firm on the hire of a Tax Associate. The role prepares individual, partnership, and fiduciary tax returns for high-net-worth families and reports directly to the Tax Manager. It’s a long-term growth position on a small team, a good fit for an early-career tax professional who wants to build depth and take on more responsibility over time.
What You’ll DoPrepare individual, partnership, and fiduciary tax returns for Tax Manager reviewGather and organize client tax documents, workpapers, and supporting schedulesSupport tax planning projects, including estate, gift, and charitable planningHandle year-round client needs, including estimated payments, extensions, and tax noticesWork with clients and their outside advisors (investment, legal, and insurance) as your role growsStay current on tax law changes and developments
What You Bring1–3 years of tax experience in public accounting (required)Bachelor’s degree in Accounting or a related fieldCPA, or working toward licensure, preferredExperience preparing individual returns; exposure to partnership, trust, or high-net-worth returns is a plus xzbcwsv Comfortable with tax compliance and research software; QuickBooks experience is a plusDetail-oriented, organized, and eager to learn
What’s OfferedRetirement plan with employer matchHealth, dental, and vision insurance, plus HSA/FSAPaid time off and life insuranceMuch better hours and work-life balance than public accountingIn-office role with some flexibility