Lead Tax Advisor, Private Client Services

NextGenEnergyJobs; Lake Oswego, Northern (OR, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

NextGenEnergyJobs is seeking a Senior Tax Associate for Private Client Services. You will work with a Top 20 CPA and advisory firm, delivering tax planning, consulting, and compliance to clients across diverse industries.

You will oversee tax return preparation and filing, and develop strategies that optimize the client’s tax position while aligning with business goals and regulatory changes. You will lead a team of tax professionals, mentor staff, and foster growth, while maintaining strong

Qualifications

• Bachelor's degree in Accounting is required.
• 3–5 years of public accounting experience in federal tax.
• Experience in Corporate, S-Corp, and Partnership returns.
• Exceptional verbal and written communication skills.
• Proficient with tax software and related technology.

Responsibilities

• Interact with clients to provide tax planning, consulting, and compliance services.
• Oversee preparation and timely filing of all required tax returns.
• Develop and implement tax strategies aligned with client goals and regulatory changes.
• Provide proactive tax advice and solutions to clients.

Skills

Tax planning

Client communication

Leadership

Team mentoring

Federal tax

Education

Bachelor's degree in Accounting

Tools

Tax software

Job description

NextGenEnergyJobs is seeking a Senior Tax Associate for Private Client Services. You will work with a Top 20 CPA and advisory firm, delivering tax planning, consulting, and compliance to clients across diverse industries.

You will oversee tax return preparation and filing, and develop strategies that optimize the client’s tax position while aligning with business goals and regulatory changes. You will lead a team of tax professionals, mentor staff, and foster growth, while maintaining strong