Tax Associate

Tax Associate

Richmond, 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 Do

• Prepare individual, partnership, and fiduciary tax returns for Tax Manager review
• Gather and organize client tax documents, workpapers, and supporting schedules
• Support tax planning projects, including estate, gift, and charitable planning
• Handle year-round client needs, including estimated payments, extensions, and tax notices
• Work with clients and their outside advisors (investment, legal, and insurance) as your role grows
• Stay current on tax law changes and developments

What You Bring

• 1–3 years of tax experience in public accounting (required)
• Bachelor’s degree in Accounting or a related field
• CPA, or working toward licensure, preferred
• Experience preparing individual returns; exposure to partnership, trust, or high-net-worth returns is a plus
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• Comfortable with tax compliance and research software; QuickBooks experience is a plus
• Detail-oriented, organized, and eager to learn

What’s Offered

• Retirement plan with employer match
• Health, dental, and vision insurance, plus HSA/FSA
• Paid time off and life insurance
• Much better hours and work-life balance than public accounting
• In-office role with some flexibility