TEST at Godsey & Gibb Wealth Management – Richmond, Virginia

• Prepare simple-to-complex individual, trust, gift, and pass-through-entity income tax returns, quarterly and annual income tax estimates and projections, and other related filings for high-net-worth clients • Research and analyze complex or atypical tax issues and share recommendations with tax team and clients • Respond to inquiries from the IRS and other taxing authorities on behalf of clients and assist with gathering information for local, state, and federal tax audits • Conduct self-review for accuracy, manage deadlines, participate in client meetings, and communicate work statuses and significant changes with the Tax Administrator and Tax Manager • Gather, analyze, and input relevant client information into CRM systems and other platforms • Communicate with clients regarding tax and financial planning engagements ensuring timely follow-up and ongoing support • Manage multiple tax engagements concurrently to efficiently meet client needs • Assist team members with developing financial plans for clients to address their unique needs • Stay up-to-date and compliant with IRS guidelines and evolving tax laws and regulations • Perform other related duties and projects as assigned