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Landing Point

Hybrid DC Tax Senior: Wealth & AI-Driven Planning

bethesda, MD

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About this opportunity

Landing Point lists this Hybrid DC Tax Senior: Wealth & AI-Driven Planning opportunity in bethesda, Maryland. Review the employer’s description below for duties, qualifications and application requirements.

Job description

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.

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Worksite address

bethesda, MD, 20811, US

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