landing pointBethesda, MD
Hybrid DC Tax Senior: Wealth & AI-Driven Planning
Hybrid DC Tax Senior: Wealth & AI-Driven Planning
Hybrid DC Tax Senior: Wealth & AI-Driven Planning
landing pointBethesda, MD
Apply for this role →yesterday
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.
Also on the board Same function, level within a rung
Level
Senior
Location
Bethesda, MD
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
yesterday