Senior Tax Accountant

Job Description

Job Description

Senior Tax Accountant - Family Office

Location: Phoenix, AZ | Hybrid
Reports To: Controller
Experience: 2-4 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?

We're 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 2-4 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 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