We are looking for an experienced Tax Manager to join our team in Richmond, Virginia. In this role, you will play a key part in managing tax planning and compliance for high-net-worth individuals, estates, trusts, and business entities. This position offers the opportunity to collaborate closely with clients and colleagues to deliver innovative tax strategies and solutions.<br><br>Responsibilities:<br>• Lead federal and state income tax planning and consulting engagements tailored to high-net-worth individuals.<br>• Prepare and review individual, estate, trust, gift, and passthrough-entity income tax returns ranging from simple to complex.<br>• Ensure the accuracy and timeliness of tax return preparation by conducting detailed reviews and quality checks.<br>• Gather, assess, and input relevant client information into organizational systems and platforms.<br>• Communicate directly with clients to obtain necessary information, share results, and offer proactive tax planning advice.<br>• Participate in client and prospect meetings to support business development and strengthen client relationships.<br>• Collaborate with the wealth advisory team to align tax strategies with broader financial planning goals.<br>• Research complex tax issues and provide insights and solutions to both clients and the tax team.<br>• Represent clients in correspondence with taxing authorities and manage tax audits efficiently.<br>• Stay informed on evolving tax laws and implement service enhancements to adapt to changes.
We are looking for an experienced Chief Financial Officer (CFO) to join our team in Richmond, Virginia, on a contract basis. In this role, you will play a pivotal part in guiding financial strategy, ensuring compliance, and driving organizational success. The ideal candidate will have a deep understanding of financial management within the healthcare industry and a proven ability to lead teams effectively.<br><br>Responsibilities:<br>• Provide strategic financial advice to the organization and its Board, ensuring alignment with long-term goals.<br>• Develop and oversee comprehensive financial strategies, including forecasting and risk management.<br>• Manage budgeting processes, financial reporting, audits, and compliance with regulatory standards.<br>• Lead capital planning initiatives, investment strategies, and cultivate strategic partnerships.<br>• Act as the primary financial liaison, maintaining strong relationships with internal and external stakeholders.<br>• Build and lead a high-performing finance team, fostering growth and collaboration.<br>• Enhance financial systems and processes to drive innovation and operational efficiency.
