About this opportunity
Landing Point lists this Senior Tax Associate opportunity in bethesda, Maryland. Review the employer’s description below for duties, qualifications and application requirements.
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
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Worksite address
bethesda, MD, 20811, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.