Business Tax Advisor

W3Global; Portland (OR); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

Disability Insurance

401(k) with match

Job summary

W3Global in Portland, OR seeks a Business Tax Manager to deliver proactive, planning-driven tax services for clients' closely held businesses within a collaborative wealth-management environment.

Responsibilities include reviewing federal and state returns, managing the tax compliance process, advising on entity structures, and coordinating with financial advisors to integrate tax strategies for clients.

Qualifications

• 7+ years of public accounting experience with extensive entity taxation background.
• CPA or JD required; Master's in Taxation preferred.

Responsibilities

• Review and sign federal and state tax returns for corporations and partnerships.
• Manage full tax compliance process, including estimates, extensions, and K-1 coordination.
• Advise on entity selection, restructuring, and tax-efficient operating strategies.
• Develop compensation and distribution planning strategies for business owners.
• Analyze retirement plan options in coordination with broader planning objectives.
• Support exit and succession planning, including business sales and ownership transitions.
• Collaborate with financial advisors to integrate business tax strategies into client planning.

Skills

Public accounting

Entity taxation

Tax research

Communication skills

Multi-client management

Education

CPA or JD required

Master's in Taxation preferred

Job description

We are seeking a Business Tax Manager to deliver proactive, planning-driven tax services for clients' closely held businesses. This role is ideal for a tax professional who enjoys combining technical expertise with practical advice in a collaborative wealth management environment.

Key Responsibilities

• Review and sign off on federal and state tax returns for corporations and partnerships
• Manage the full compliance process, including estimates, extensions, and K-1 coordination
• Advise on entity selection, restructuring, and tax-efficient operating strategies
• Develop compensation and distribution planning strategies for business owners
• Analyze and recommend retirement plan options in coordination with broader planning objectives
• Support exit and succession planning, including business sales, ownership transitions, and generational transfers
• Collaborate with financial advisors and other internal specialists to integrate business tax strategies into comprehensive client planning

Qualifications

• Minimum 7 years of public accounting experience with an extensive background in entity taxation
• CPA or JD required; Master's in Taxation preferred
• Ability to manage multiple client engagements and projects
• Excellent written and verbal communication skills
• Strong research and analytical skills
• Willingness and desire to be part of a collaborative team

Compensation & Benefits

• Competitive compensation based on experience and qualifications
• Medical, Vision, Dental, and Disability Insurance 100% paid by the company for employees
• 401(k) Plan with company match