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Senior Tax Accountant Family Office Location: Phoenix, AZ | Hybrid
Reports To: Controller
Experience: 24 Years of Public Accounting Tax Experience Ready to Take Your Tax Career Beyond Public Accounting? Are you a tax professional who enjoys the technical side of tax but is ready for something different than moving from client to client and busy season to busy season? Were looking for aSenior Tax Accountantto join the Finance & Accounting team of a sophisticated, entrepreneurial Family Office managing multiple privately held businesses, investments, and real estate entities. This isnot your traditional GL accounting role. As the organization continues to leverage technology and AI to automate portions of traditional accounting and reporting, we're investing in professionals who can bring deepertax expertise, analytical thinking, and problem-solvingto the team. Your primary focus will be the hands-on preparation and compliance of internal business tax returns, particularlyPartnership (Form 1065) and S-Corporation (Form 1120-S) returns. If you have 24 years of public accounting tax experienceand are looking for an opportunity to take greater ownership, work directly with leadership, and build deeper knowledge of the businesses you're supporting, this could be a great next move. What Youll Do Approximately 8090% 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 Were Looking For The ideal candidate brings a strong foundation from public accounting and has hands-on experience preparing business tax returns. Required Qualifications Bachelors degree in Accounting Approximately 24 years of tax experience within public accounting Hands-on experience preparingPartnership returns (Form 1065) Hands-on experience preparingS-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 Ability to work independently while collaborating with internal and external partners Preferred Qualifications CPA, CPA candidate, or currently pursuing your CPA Multi-state Partnership and S-Corporation tax experience Real estate partnership or investment entity tax experience Experience 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 experience Experience 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

Also on the board Same function, level within a rung

Level

Senior

Location

Phoenix, AZ

Occupation

Accountants and Auditors

Industry

Offices of Certified Public Accountants

Posted

2 days ago

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