Senior Tax Associate

Company Overview: An independent RIA firm specializing in investment management and wealth planning is seeking to expand its tax practice. The firm is adding a Senior Tax Associate to its DC-area team to support its growing client base of high-net-worth individuals and families. Job Responsibilities: Prepare and review federal and state returns for individuals (1040), partnerships (1065), and S-Corps (1120-S)Handle quarterly estimates, extensions, and tax projections for HNW clientsWork with wealth advisors on tax-efficient planning, including business-owner, exit, and gifting strategiesRespond to IRS and state notices and correspondenceHelp onboard newly acquired client relationships onto the firm's tax platformUse and help refine the firm's new AI-driven tax prep workflowMentor and review the work of junior staff as the team grows Qualifications: 2-6 years of tax compliance experience in public accounting, a family office, or a wealth management firmStrong 1040/1065/S-Corp generalist background with HNW clientsCPA or EA, or actively pursuing one, preferredTrust and estate (1041/706/709) experience a strong plusExperience with AI tax prep tools a major plusProficiency in CCH Axcess or similar tax software; strong Excel skillsDC-metro based, or willing to be, with at least 2 days a week in office Compensation: Salary: $110,000 – $150,000, Plus Bonus The post Senior Tax Associate appeared first on Landing Point.