Attorney in Richmond, VA

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In-House

Richmond, VA

Attorney in Richmond, VA

Non-practicing Attorney

6-7 yrs required

No

Job Title: Tax Senior Manager - Personal Financial Services

Job Responsibilities:
The Tax Senior Manager in Personal Financial Services at the company will be part of a team focused on aiding private companies with a variety of business advisory needs, which include audit, tax compliance, and planning. The role encompasses assisting clients throughout the entire business life cycle, from inception to growth, maturity, and transition. Key responsibilities include:
- Analyzing tax efficiencies related to income tax, investment, insurance, risk, and lifestyle investments to establish a foundation for financial longevity.
- Helping high net worth individuals and private wealth management structures with advisory needs like audit, tax compliance, and planning to enhance operational efficiency and focus on personal wealth strategy.
- As a Senior Manager, lead a team of problem solvers to tackle complex business issues from strategy to execution.
- Encourage team members to voice opinions and manage ambiguous and unstructured problems effectively.
- Initiate open coaching conversations and navigate between big picture thinking and managing detail.
- Anticipate stakeholder needs and develop potential solutions proactively.
- Contribute technical knowledge in specific areas and foster an environment where people and technology collaborate.
- Manage cross-border and diverse teams and engagements, building trust with teams, clients, and stakeholders.
- Adhere to the company's code of ethics and business conduct.

Education and Experience Information:
Basic Qualifications:
- Minimum Degree Required: Bachelor Degree
- Required Fields of Study: Accounting
- Minimum Years of Experience: 6 years
- Certification(s) Required: CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify for this opportunity.

Preferred Qualifications:
- Demonstrates intimate-level abilities and a proven record of success as a team leader and consultant with high net worth individuals in areas such as financial planning, wealth transfer planning, business succession planning, or trust and estate work.
- Possesses comprehensive technical skills with Form 1040 for high net worth individuals and Form K1 production and compliance.
- Has considerable experience identifying and addressing client needs and leading as a business advisor, including developing new relationships and selling new services with a "One Firm" service mindset.
- Familiarity with CRM systems is preferred.
- Demonstrates knowledge of automation and digitization, innovating through new and existing technologies, and leveraging data visualization tools to provide insights to clients.
- Utilizes digitization tools to reduce hours and optimize engagements and advances pricing strategy through pricing tools and alternative fee arrangements.

Salary Information:
The salary range for this position is $119,300 - $328,000, with eligibility for an annual discretionary bonus. Actual compensation within the range depends on the individual's skills, experience, qualifications, location, and applicable employment laws. Benefits offered by the company include medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

The company is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran, marital, or citizenship status, or any other status protected by law. The company evaluates arrest or conviction records thoughtfully to ensure a secure and trusted workplace for all, in compliance with applicable Fair Chance Ordinances and Acts.

Jul 23, 2025
Jun 16, 2025
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