Senior Tax Accountant / Advisor (HNWIs)

A prestigious multi-location wealth management firm headquartered in Richmond seeks a Senior Tax Associate. Work with an accomplished group of CPAs, CFPs, and CFAs that are focused on advising clients on investment management, financial planning, tax planning and preparation, and charitable giving. As a Senior Tax Associate you will assist the Tax Manager and Client Service team with servicing clients in the areas of tax preparation, financial planning and estate planning. Client objectives include:

  • Proactive tax planning that minimizes expenses and risks
  • Understanding taxable concerns to increase cash flow and investment success
  • Effective tax management to improve asset allocation decisions

Apply today or contact Jarred VandeMark with Incendia Partners to be considered for this and future opportunities. 

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