Senior Tax Accountant 5465

Senior Tax Accountant – Family Office

Location: Phoenix, AZ | Hybrid

Reports To: Controller

Experience: 2–4 Years of Public Accounting Tax Experience

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
• 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