Senior Tax Associate

Landing Point; Bethesda (MD); On-site; USD 110,000 - 150,000; Full time

Job summary

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.

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 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.

Skills

Tax compliance

Public accounting experience

Education

CPA or EA

Tools

CCH Axcess

Excel

AI tax prep tools

Job description

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 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

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

Compensation:

Salary: $110,000 - $150,000, Plus Bonus