Tax Manager (partner path)

Job Description

Experience

Senior Level

Salary

$125,000 - $195,000 per year

Job Details

We are on the hunt for a dynamic, detail-oriented, and highly motivated Permanent Tax Manager to join our thriving Accounting and Finance team. This is a unique opportunity to carve your niche in a fast-paced, high-performing environment where your expertise will be enriched and challenged on a daily basis. This position offers a clear path to partnership and is ideal for an individual looking to take their career to the next level. The successful candidate will be responsible for managing a diverse portfolio of high net worth clients, and should have a strong background in tax planning, preparation, and review.

Responsibilities

• Managing and overseeing all aspects of tax compliance for a portfolio of high net worth clients.
• Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations.
• Conducting detailed 1120S, 1031 exchange, and real estate tax reviews.
• Utilizing your expertise in CCH to enhance efficiency and accuracy in tax preparation and planning.
• Assisting clients with effective tax planning strategies, ensuring compliance with tax laws and regulations.
• Providing leadership, supervision, training, and performance feedback to staff and seniors.
• Participating in business development efforts by identifying new opportunities and cross-selling the firm's services.
• Staying updated with changing tax laws and explaining these changes to the team and clients.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field. A Master’s degree in Taxation is a plus.
• Active CPA license or EA designation is required.
• A minimum of 5 years of progressive experience in public accounting or a related field.
• Extensive experience in dealing with high net worth clients, tax planning, and tax return review.
• Proven expertise in 1120S, 1031 Exchange, S Corp, and real estate tax.
• Proficiency in using CCH for tax preparation and planning.
• Exceptional leadership skills with a proven track record of managing and mentoring a team.
• Strong interpersonal and communication skills, with the ability to build strong relationships with clients and team members.
• Excellent problem-solving skills, with a knack for providing practical solutions to complex tax issues.
• Ability to multitask, prioritize, and work efficiently under tight deadlines.
• Commitment to continuous learning and staying updated with the latest tax laws and regulations.

This is an exciting opportunity to join a dynamic team and work with high net worth clients in a fast-paced, challenging, and rewarding environment. If you are passionate about tax and looking to accelerate your career, we would love to hear from you!

A bit about us:

Small firm that operates as if we are a big firm

Why join us?

We bring a large variety of extensive benefits. We value our employees and want you to grow.

#accounting-finance #cpa #high-net-worth #partnership #1031-exchange #hnw #prepare #1120s #s-corp #cch #ea #real-estate-tax #tax-planning #tax-review #s-corp #tier2

Location: Beaverton, OR, US