Hybrid DC Tax Senior: Wealth & AI-Driven Planning

Landing Point; Bethesda (MD); Sur place; USD 110 000 - 150 000; Plein temps

Résumé du poste

Landing Point, a Bethesda-area independent RIA, is expanding its tax practice by adding a Senior Tax Associate to support high-net-worth client families. You will prepare and review federal and state returns, perform quarterly estimates and tax projections, and collaborate with wealth advisors on tax-efficient planning.

The role involves onboarding new client relationships, leveraging an AI-driven tax prep workflow, and mentoring junior staff as the team grows.

Qualifications

• 2-6 years of tax compliance experience in public accounting, a family office, or a wealth management firm.
• Strong 1040/1065/S-Corp generalist background with HNW clients.
• CPA or EA, or actively pursuing one, preferred.
• Trust and estate (1041/706/709) experience a strong plus.
• Experience with AI tax prep tools a major plus.
• Proficiency in CCH Axcess or similar tax software; strong Excel skills.
• DC-metro based, or willing to be, with at least 2 days a week in office.

Responsabilités

• 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 clients.
• Work with wealth advisors on tax-efficient planning, including business-owner, exit, and gifting strategies.
• Respond to IRS and state notices and correspondence.
• Help onboard newly acquired client relationships onto the firm's tax platform.
• Use and help refine the firm's new AI-driven tax prep workflow.
• Mentor and review the work of junior staff as the team grows.

Connaissances

Tax compliance

Public accounting experience

Formation

CPA or EA

Outils

CCH Axcess

Excel

AI tax prep tools

Description du poste

Landing Point, a Bethesda-area independent RIA, is expanding its tax practice by adding a Senior Tax Associate to support high-net-worth client families. You will prepare and review federal and state returns, perform quarterly estimates and tax projections, and collaborate with wealth advisors on tax-efficient planning.

The role involves onboarding new client relationships, leveraging an AI-driven tax prep workflow, and mentoring junior staff as the team grows.