Job Description
Join our dynamic team as a Tax Associate at Richmond Financial Partners! We're seeking a detail-oriented professional to deliver exceptional tax services while utilizing our state-of-the-art equipment. Enjoy a modern workspace with provided laptops, dual monitors, advanced tax software, and ergonomic furniture. This role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in the heart of Richmond's financial district.
Responsibilities
- Prepare and file individual, corporate, and partnership tax returns using provided professional software
- Conduct tax research and ensure compliance with current IRS regulations and state tax codes
- Collaborate with senior tax professionals to develop tax planning strategies for clients
- Manage client relationships through regular communication and tax document reviews
- Utilize provided equipment to analyze financial data and identify optimization opportunities
- Maintain accurate tax documentation and digital records in our secure cloud system
- Participate in continuous training on new tax laws and software updates
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with commercial tax software
- Strong knowledge of federal and state tax regulations and compliance requirements
- Proficient in Microsoft Office Suite and provided tax software (e.g., Lacerte, ProSeries)
- Excellent analytical skills with attention to detail and accuracy
- Effective communication skills for client interactions and team collaboration
- Ability to work independently while managing multiple deadlines
- Valid driver's license for occasional client site visits