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Senior Tax Accountant – Family Office
Location: Phoenix, AZ | Hybrid
Reports To: Controller
Experience: 2–4 Years of Public Accounting Tax Experience
Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.
What You'll Do: Approximately 80–90% of your role will focus on tax preparation, compliance, planning, and research, including:
  • Prepare and review federal and state income tax returns for multiple partnerships and S-Corporations
  • Prepare Forms 1065 and 1120-S, including supporting schedules and workpapers
  • Support multi-state tax compliance across multiple entities and jurisdictions
  • Participate in annual income tax planning and compliance
  • Calculate quarterly estimated tax liabilities and payments
  • Research tax implications associated with new investments, transactions, and business activities
  • Communicate tax findings and considerations to the Controller, CFO, and executive leadership
  • Review internally and externally prepared tax returns for accuracy and completeness
  • Maintain fixed asset schedules and calculate federal, state, and AMT depreciation
  • Assist with sales tax, property tax, and other tax filings as needed
  • Partner with internal leadership, third-party tax professionals, financial partners, and joint venture partners
  • Identify opportunities to improve tax processes, workflows, documentation, and efficiency
  • Support special projects and additional tax initiatives as the organization continues to grow
What We're Looking For: The ideal candidate brings a strong foundation from public accounting and has hands-on experience preparing business tax returns.
Required Qualifications:
  • Bachelor's degree in Accounting
  • Approximately 2–4 years of tax experience within public accounting
  • Hands-on experience preparing Partnership returns (Form 1065)
  • Hands-on experience preparing S-Corporation returns (Form 1120-S)
  • Experience preparing federal and state business income tax returns
  • Strong understanding of tax compliance, supporting schedules, and workpapers
  • Strong Microsoft Excel skills
  • Excellent attention to detail and analytical ability
  • Strong organizational and communication skills
  • Ability to manage multiple entities and deadlines xxoysbn
  • Ability to work independently while collaborating with internal and external partners
Preferred Qualifications:
  • CPA, CPA candidate, or currently pursuing your CPAMulti-state Partnership and S-Corporation tax experience
  • Real estate partnership or investment entity tax experienceExperience working with closely held businesses
  • Family Office, private investment, or HNW/UHNW client exposure
  • Tax planning and quarterly estimated payment experience
  • Fixed asset and depreciation experienceExperience with CS Fixed Asset Solutions or similar software
  • Experience researching the tax implications of new investments or transactions
  • An interest in AI, automation, and using technology to improve tax processes

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Industry

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Posted

today

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