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Staff Tax Associate

Blue Heron Capital
Richmond, VA Full Time
POSTED ON 1/8/2026
AVAILABLE BEFORE 1/30/2026
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Staff Tax Associate

Cookie Finance Richmond, VA

Staff Tax Associate

Cookie Finance Richmond, VA

2 weeks ago Be among the first 25 applicants

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About Cookie Finance

Cookie Finance is a rapidly growing accounting and tax technology startup for content creators. We work exclusively with influencers on platforms like YouTube, Instagram, Twitch, and TikTok, supporting everyone from up-and-coming creators to large influencers. We are looking for an experienced Senior Tax Associate to help us continue our growth and help thousands of creators.

The Job

As a Staff Tax Associate at our fast-growing firm, you'll play a critical role in supporting our amazing and creative clients, many of whom are industry-leading content creators, entrepreneurs, and influencers. You won't just be working with numbers behind the scenes—you'll be front and center, helping clients understand and manage tax obligations with clarity and confidence. You'll help clients navigate complex tax situations, identify opportunities for optimization, and ensure they're positioned for success come tax season and beyond.

We're growing fast. That means you'll get direct exposure to leadership, be involved in high-impact conversations, and have real opportunities for growth and ownership as we scale.

Key Responsibilities

Strategic Tax Planning:

  • Meet regularly with clients to develop personalized tax strategies and identify optimization opportunities

Tax Preparation Oversight

  • Manage preparation of complex filings including 1040, Partnership and S Corp returns alongside our staff accountants

Client Relationship Management

  • Partner closely with team members to deliver exceptional client experiences

Growth & Learning

  • Take on expanding responsibilities as our firm scales, with comprehensive training and career development support

Qualifications

  • Associate’s or Bachelor’s degree, ideally in Accounting, Finance, or a related field
  • 1-3 years experience in tax preparation
  • Proficiency in QuickBooks and general accounting software
  • Strong customer service orientation and communication skills
  • Excellent organizational, analytical, and problem-solving abilities

Cookie Finance is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law

E-Verify Notice: Cookie Finance participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

  • Seniority level Mid-Senior level
  • Employment type Full-time
  • Job function Accounting/Auditing and Finance
  • Industries Accounting

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