Senior Tax Associate

Landing Point; San Diego (CA); Hybrid; USD 110,000 - 150,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

AI tax tools

Excel

Education

CPA or EA, or actively pursuing one

Tools

CCH Axcess

Job description

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 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

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
• CPA or EA, or actively pursuing one, preferred
• Experience with AI tax prep tools a major plus
• Proficiency in CCH Axcess or similar tax software; strong Excel skills
• San 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