Senior Tax Advisor for HNW Wealth & Estates

Landing Point; San Diego (CA); Hybride; USD 110 000 - 150 000; Plein temps

Résumé du poste

Landing Point is hiring a Senior Tax Associate in the San Diego area to handle compliance and planning for high-net-worth families, businesses, and trusts. You will prepare and review complex returns, support fiduciary planning, and manage tax projections with the help of AI-driven workflows.

The role requires 2–6 years of tax experience and CPA/EA qualifications or active pursuit. The position offers a hybrid work model with in-office presence in San Diego and opportunities to mentor junior

Qualifications

• 2-6 years of tax experience in public accounting, a family office, or wealth management.
• HNW individual and pass-through experience required; trust and estate experience strongly preferred.
• Experience with AI tax prep tools a major plus.
• Proficiency in CCH Axcess or similar tax software; strong Excel skills.

Responsabilités

• Prepare and review 1040, 1065, 1120-S, and 1041 returns for HNW individuals, families, and related entities.
• Support trust and estate compliance and planning, including fiduciary returns, gift tax (709), and estate tax (706) as needed.
• Handle quarterly estimates, extensions, and tax projections.
• Work with advisors on wealth transfer, gifting, and tax-efficient planning strategies.
• Respond to IRS and state notices.
• Help onboard newly acquired client relationships.
• Use and help refine the firm's new AI-driven tax prep workflow (juno.tax).
• Review and mentor junior staff.

Connaissances

AI tax tools

Excel

Formation

CPA or EA, or actively pursuing one

Outils

CCH Axcess

Description du poste

Landing Point is hiring a Senior Tax Associate in the San Diego area to handle compliance and planning for high-net-worth families, businesses, and trusts. You will prepare and review complex returns, support fiduciary planning, and manage tax projections with the help of AI-driven workflows.

The role requires 2–6 years of tax experience and CPA/EA qualifications or active pursuit. The position offers a hybrid work model with in-office presence in San Diego and opportunities to mentor junior