Tax Manager / Tax Senior

Landing Point; Scottsdale (AZ); On-site; USD 100,000 - 140,000; Full time

Job summary

Landing Point is seeking a Tax Senior or Tax Manager to oversee client relationships and deliverables for high-net-worth individuals and families. You will develop tax strategies, review returns, and coordinate with the team to ensure quality and timely communication.

The role emphasizes tax planning, research, and proactive client service within a growing family office environment in the United States.

Qualifications

• Experience in individual income taxation and business entity taxation.
• Bachelor’s degree in accounting, finance, or related discipline.
• CPA preferred (not required).

Responsibilities

• Prepare and review Forms 1040, 1065, 1120-S, 1120, and trusts for high-net-worth individuals and families.
• Support tax planning initiatives.
• Perform tax research related to complex scenarios.
• Manage follow-up actions with proactive communication with clients and internal team members.

Skills

Tax planning

Tax research

Client communication

Education

Bachelor's degree in accounting, finance, or related discipline

CPA preferred

Job description

Company Overview:

A well-established family office is seeking a Tax Senior or Tax Manager to join its growing team. This professional will oversee all facets of client relationships, including strategy development, client communication, delegation, and quality review of deliverables.

Job Responsibilities:

• Prepare and review Forms 1040, 1065, 1120-S, 1120, and trusts for high-net-worth individuals and families.
• Support tax planning initiatives.
• Perform tax research related to complex scenarios.
• Manage ongoing follow-up actions with precision while maintaining proactive communication with clients and internal team members.

Qualifications:

• Experience in individual income taxation and business entity taxation.
• Bachelor’s degree in accounting, finance, or a related discipline.
• CPA preferred (not required).

Compensation:

Salary: $100,000 - $140,000, Plus Bonus