Senior Tax Associate — Complex HNW Tax & Planning (Hybrid)

Jobot; Scottsdale (AZ); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

PTO + holidays

Health, dental, vision insurance

HSA funding

Life & disability insurance

401(k) contributions + profit sharing

Professional growth & certifications

Team events & volunteering

Job summary

Jobot is seeking a Sr. Tax Associate in Scottsdale, AZ for a hybrid, permanent role with a private multi-family office serving ultra-high-net-worth families. You will prepare complex tax returns and support planning, with collaboration across wealth management and accounting teams.

The role requires 2–4 years of U.S. tax prep, CPA or CPA track, and strong attention to detail. Hybrid schedule starts onsite, then three days/week in office, with competitive compensation and benefits.

Qualifications

• 2–4 years of U.S. income tax preparation experience.
• Bachelor's degree in Accounting, Finance, or Tax; Master's in Tax preferred.
• CPA license or actively pursuing licensure.

Responsibilities

• Prepare complex individual, trust, partnership, corporate, and gift tax returns with minimal supervision.
• Perform first-level reviews of tax returns and supporting workpapers.
• Develop tax projections, calculate estimated payments, and support year-end tax planning strategies.
• Research and draft responses to IRS and state tax notices, coordinating tax documentation and K-1s with internal teams.
• Help train and mentor associates and interns while owning assigned client work and deadlines.

Skills

Attention to detail

Communication skills

Independent work

Education

Bachelor's in Accounting/Finance/Tax

Master's in Tax (preferred)

Tools

Tax software

Excel

Salesforce / CRM

Job description

Jobot is seeking a Sr. Tax Associate in Scottsdale, AZ for a hybrid, permanent role with a private multi-family office serving ultra-high-net-worth families. You will prepare complex tax returns and support planning, with collaboration across wealth management and accounting teams.

The role requires 2–4 years of U.S. tax prep, CPA or CPA track, and strong attention to detail. Hybrid schedule starts onsite, then three days/week in office, with competitive compensation and benefits.