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.

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.

• Prepare individual, trust, gift, and passthrough-entity income tax returns, estimates, and projections
• Prepare work papers, 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
  Compensation and Benefits

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

  • 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
  • much more
  Why Join GGWM?

  At Godsey and Gibb Wealth Management, you’ll join a growing, relationship-driven wealth management firm with more than 40 years of experience, based in Richmond, VA and serving clients nationwide. We are a second-generation, family-led firm that values trust, teamwork, professional development, and exceptional client service. If you enjoy meaningful work, collaboration, and the opportunity to grow with a firm, GGWM offers a strong environment to build a long-term career.

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  Firm Overview

  Godsey and 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.

  Additional Information

  Work Authorization: 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).
  Recruiting Agencies: Godsey and Gibb Wealth Management does not accept any unsolicited resumes from third-party recruiters or agencies.