Senior Tax Associate

Company Overview: An independent RIA headquartered in La Jolla, CA, specializes in helping high-net-worth individuals and families manage and preserve wealth through investment management, wealth planning, and tax preparation. They are seeking a Senior Tax Associate to join their team and handle compliance and planning for HNW families, businesses, and trusts. Job Responsibilities: Prepare and review 1040, 1065, 1120-S, and 1041 returns for HNW individuals, families, and related entitiesSupport trust and estate compliance and planning, including fiduciary returns, gift tax (709), and estate tax (706) as neededHandle quarterly estimates, extensions, and tax projectionsWork with advisors on wealth transfer, gifting, and tax-efficient planning strategiesRespond to IRS and state noticesHelp onboard newly acquired client relationshipsUse and help refine the firm's new AI-driven tax prep workflow (juno.tax)Review and mentor junior staff Qualifications: 2-6 years of tax experience in public accounting, a family office, or wealth managementHNW individual and pass-through experience required; trust and estate experience strongly preferredCPA or EA, or actively pursuing one, preferredExperience with AI tax prep tools a major plusProficiency in CCH Axcess or similar tax software; strong Excel skillsSan Diego-area based, or willing to be, with at least 2 days a week in office (more during busy season) Compensation: Salary: $110,000 – $150,000 + Bonus The post Senior Tax Associate appeared first on Landing Point.