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 a Senior Tax Accountant to join the Finance & Accounting team of a sophisticated, entrepreneurial Family Office managing multiple privately held businesses, investments, and real estate entities.
This is not 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 deeper tax expertise, analytical thinking, and problem-solving to the team.
Your primary focus will be the hands-on preparation and compliance of internal business tax returns, particularly Partnership (Form 1065) and S-Corporation (Form 1120-S) returns.
If you have 24 years of public accounting tax experience and 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 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
