Tax Advisor Job Richmond area,Virginia USA,Finance & Banking

Job Overview

We are seeking an experienced, client‑facing Certified Public Accountant (CPA) to spearhead integrated tax services in a traditional RIA setting. This role brings tax expertise in‑house, working hand‑in‑hand with CFA® and CFP® professionals to analyze, design, and execute sophisticated tax‑mitigation strategies.

Responsibilities

Advanced Tax Strategy & Advisory (60%)

HNW & Ultra‑HNW Planning:
Analyze complex financial profiles of affluent individuals, multi‑generational families, estates, and trusts to minimize lifetime tax exposure.
Cross‑Discipline

Collaboration:

Partner directly with Portfolio Managers to optimize tax‑loss harvesting, asset location, stock option executions (ISOs/NSOs), and concentrated equity monetization.
Estate & Trust Navigation:
Guide clients through generation‑skipping transfer taxes, the step‑up in basis rules, and the tax implications of various trust structures (GRATs, SLATs, ILITs).
Philanthropic Structuring:
Advise clients on tax‑efficient charitable giving vehicles, including Donor‑Advised Funds (DAFs), Charitable Remainder/Lead Trusts (CRUTs/CLATs), and private foundations.

Compliance, Oversight & Review (25%)

High‑Level Review:
Oversee the technical prep and final review of complex federal, state, and local tax returns for individuals, gift tax (Form 709), trusts/estates (Form 1041), and closely‑held business entities.
IRS/State Representation:
Manage any audit notices, tax authority correspondence, or complex regulatory compliance inquiries on behalf of the firm’s clients.

Client Relationship Management (15%)

Client Interface:
Lead proactive, year‑round “tax‑reduction” planning meetings with clients to discuss quarterly projections, withholding adjustments, and year‑end strategies.

Compensation & Work Details

Salary: $130,000–$150,000 per year

Shift: First

Work Hours: 8 AM – 5 PM

Education: Bachelor’s degree preferred

Skills & Experience

TAX – 5 years of experience required
TAX LAW – 5 years of experience required
Trust & Estate Tax – 1 year of experience preferred
Individual/Personal Tax Planning – 1 year of experience preferred
Tax Planning – 1 year of experience preferred
Tax Compliance – 1 year of experience preferred
CPA – 5 years of experience required

Qualifications

Years of experience: 5 years
Experience level:
Experienced

Benefits

Randstad offers a comprehensive benefits package, including medical, prescription, dental, vision, AD&D, and life‑insurance; short‑term disability; and a 401 K plan (eligibility applies).

Equal Opportunity Employer

Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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