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Job description
Chief Compliance Officer | Transformational HR Leader | Organizational Development | Military Veteran
About the Role
As a Tax Manager, you will join a boutique tax team within our wealth management firm, working alongside and leading a small group of tax professionals. You will manage complex tax engagements for high-net-worth individuals, their families, and other clients with sophisticated needs, blending strong technical expertise with effective team leadership. You’ll stay closely involved with colleagues throughout every phase of the tax process, including hands‑on preparation and review of returns. This is a full‑time hybrid position located in Richmond, VA and reports to the Tax Director.
Responsibilities
Manage federal and state income tax planning and consulting engagements for our high-net-worth individuals
Prepare and review simple-to-complex individual, estate & trust, gift, and passthrough‑entity income tax returns
Oversee the accurate and timely preparation of income tax returns including conducting primary and secondary reviews
Gather, analyze, and input relevant client information into CRM systems and other platforms
Communicate directly with clients to gather information, discuss results, and provide proactive tax planning insights
Support business development and client retention initiatives by participating in client and prospect meetings, developing tax-practice client base while building and maintaining strong relationships with clients
Integrate tax insights and strategies with long-term financial planning alongside our wealth advisory team
Assist Director with communicating relevant tax developments to associates and clients
Research and analyze complex or atypical tax issues and share insights with tax team and clients
Correspond with IRS and other taxing authorities on behalf of clients and manage tax audits
Monitor and interpret evolving tax law changes and implement improvements in our services
Seasonal overtime at certain points in the year, particularly those months leading to and including major tax deadlines
Perform other related duties and projects as assigned
Supervise, mentor, and manage workload of tax associates on all tax-related projects
Qualifications
Bachelor’s degree in relevant field
At least 5+ years of experience in tax management in public accounting
Active Certified Public Accountant (CPA) license
Benefits We Offer
Competitive base salary, plus annual discretionary bonus up to 20% based on individual and firm performance. The base compensation for this role will be determined after consideration of various factors including but not limited to skill sets, experience, education, qualifications, licensure and certifications, and hiring location of the individual selected for this role. Our full‑time employees may be eligible for discretionary bonuses based on individual performance and firm performance.
Beyond base compensation and discretionary bonus program, Godsey & Gibb Wealth Management offers a comprehensive benefits package and bonus program (for eligible roles), 18 days of PTO, comprehensive medical, dental, and vision insurance, 401(k) profit sharing with company match, life insurance, education and professional development assistance to obtain relevant certifications and licenses, health and fitness program, and much more.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Accounting/Auditing, Consulting, and Management
Investment Management, Financial Services, and Accounting
Location: Richmond, VA
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Worksite address
richmond, VA, 23214, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.