Project Manager Wealth Management Jobs in Virginia

Godsey & Gibb Wealth Management is a rapidly growing SEC-Registered Investment Advisor (RIA) overseeing approximately $1.6 billion in assets under management. As a second generation, family-led firm, we are committed to building trusted relationships, delivering high-touch wealth management services, and helping our clients plan for their long-term goals.

As a Senior Tax Associate, you’ll deliver tax services to high-net-worth individuals, including preparing individual, trust, gift, and pass-through-entity income tax returns. You will assist with tax research and contribute to the development of customized financial plans as part of our integrated advisory approach. This is a strong opportunity for a detail-oriented professional eager to learn, grow, and contribute to a collaborative team that prioritizes quality, accuracy, and personalized service.

This is a full-time hybrid position located in Richmond, VA and reports to the Tax & Financial Planning Manager.

• Prepare and review individual, trust, gift, and passthroughentity income tax returns, estimates, and projections
• Review workpapers, calculations, and return details to resolve discrepancies before submission
• Research and analyze complex or atypical tax issues and share recommendations with tax team and clients
• Respond to inquiries from IRS and other taxing authorities on behalf of clients, including assisting with tax audits
• Monitor tax law changes impacting highnetworth individuals and communicate relevant updates to advisors and clients
Financial Planning
• Gather, input, and analyze clients’ financial data and circumstances to develop tailored, comprehensive financial plans
• Maintain effective control procedures over financialplanningrelated client service process and daily client activities
• Support planning around estate and gift tax strategies, generational wealth transfer, Roth conversions, required minimum distributions, and qualified charitable distributions
Client Service & Communication
• Build longterm client relationships and support business development through excellent service
• Promptly communicate with clients regarding tax and financial planning engagements ensuring ongoing support
• Follow up with associates and clients to resolve corrections, discrepancies, missing information, and other inquiries
• Participate in client meetings and communicate work statuses and significant changes with appropriate team members
• Gather, analyze, and input relevant client information into CRM systems and other platforms
Workflow Management
• Manage multiple work assignments, team members, and deadlines simultaneously
• Provide ongoing guidance, support, and feedback to junior associates through regular coaching and teachable moments
• Review work prepared by associates and provide clear, constructive feedback to ensure accuracy, quality, and professional development
• Perform other related duties and projects as assigned
Required Qualifications
• Bachelor’s degree in relevant field
• CPA or Enrolled Agent (EA) certification (or obtain within 6 months of hire)
• At least 3 years of public accounting experience
• Flexibility to work extended hours during peak tax periods
Preferred Qualifications
• Experience preparing estate and trust tax returns for highnetworth individuals
• Proficiency in CCH Axcess Tax, Bloomberg Income Tax Planner, Canopy, or comparable tax platforms
• Proficiency in Envestnet MoneyGuideElite, Holistiplan, or comparable financial planning platforms
• CERTIFIED FINANCIAL PLANNER® certification
Compensation & Benefits

The expected base salary range for this position in Richmond, VA is between $80,000 to $100,000 USD annually. This reflects the annual base salary range that GGWM reasonably expects to pay for this position based on a number of factors, which may include relevant job knowledge, skill sets, education, experience, and actual work location of the individual selected for this role.

Additionally, Godsey & Gibb Wealth Management offers a comprehensive benefits package and discretionary bonus program for eligible roles, paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing with company match, life insurance, education and professional development assistance, health and fitness program, and much more.

Why Join GGWM?

At Godsey & Gibb Wealth Management, you’ll join a growing, relationship-driven wealth management firm with more than 40 years of experience, based in Richmond, VA and serving clients nationwide. We are a second-generation, family-led firm that values trust, teamwork, professional development, and exceptional client service. If you enjoy meaningful work, collaboration, and the opportunity to grow with a firm, GGWM offers a strong environment to build a long-term career.

Additional Information

Work Authorization: Applicants must be legally authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B). Recruiting Agencies: Godsey & Gibb Wealth Management does not accept any unsolicited resumes from third-party recruiters or agencies. Interested applicants are encouraged to apply online at jobs.appone.com/godseyandgibb.