Senior Tax & Client Advisory Leader — Remote

Calyx CPA; Medford (OR); Hybrid; USD 125,000 - 200,000; Full time

Benefits offered by this job

Unlimited PTO

6 weeks paid parental leave

Company-paid CPE

Job summary

A growing tax advisory firm in Medford, Oregon, is seeking a Senior Tax & Client Advisory Manager to lead client relationships and provide strategic tax guidance. This role requires 5-15 years in a tax/accounting environment and a CPA or EA designation. Candidates should excel in building relationships and mentoring teams. The position offers a salary of $125,000 - $200,000 annually, along with comprehensive benefits including unlimited PTO, a SIMPLE IRA with a company match, and company-paid continuing education. Join a mission-driven team dedicated to meaningful work in fast-evolving industries.

Qualifications

• 5-15 years of experience working directly with clients and managing teams.
• High-level knowledge in reviewing and finalizing returns for various entities.
• Ability to analyze financial statements and identify tax strategy opportunities.

Responsibilities

• Lead relationships with A and B class clients, providing tax and business guidance.
• Communicate complex tax concepts in accessible language.
• Mentor and guide your team, conducting performance reviews.

Skills

Experience in tax/accounting environment

Strong interpersonal skills

Client relationship building

Analysis of financial statements

Education

CPA or EA designation

Tools

QuickBooks

Lacerte

Microsoft Office

Xero

Job description

A growing tax advisory firm in Medford, Oregon, is seeking a Senior Tax & Client Advisory Manager to lead client relationships and provide strategic tax guidance. This role requires 5-15 years in a tax/accounting environment and a CPA or EA designation. Candidates should excel in building relationships and mentoring teams. The position offers a salary of $125,000 - $200,000 annually, along with comprehensive benefits including unlimited PTO, a SIMPLE IRA with a company match, and company-paid continuing education. Join a mission-driven team dedicated to meaningful work in fast-evolving industries.