Senior Tax Leader - Path to Partnership, Flexible Schedule

capstone group; Bend (OR); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental insurance

Vision insurance

Life insurance

FSA/HSA

Flexible schedule

Relocation assistance

Job summary

Capstone Group in Bend, OR is seeking an experienced CPA to join our high-impact tax team with a clear path to partnership. Immediate client transition from a retiring partner will provide a strong starter book and rapid leadership opportunities.

The role emphasizes tax planning, advisory services, and direct client interaction, requiring excellent communication and ownership mindset. Relocation support and generous PTO are among the benefits.

Qualifications

• Active CPA license in good standing.
• 7+ years of tax experience.
• Strong client-service mindset and communication skills.

Responsibilities

• Prepare and review tax returns for business, fiduciary, and individual clients.
• Develop tax strategies to optimize client outcomes.
• Meet with clients regularly to gather information and provide guidance.
• Build and maintain relationships to expand business with new clients.

Skills

Tax planning

Client service

Communication

Education

CPA license

Job description

Capstone Group in Bend, OR is seeking an experienced CPA to join our high-impact tax team with a clear path to partnership. Immediate client transition from a retiring partner will provide a strong starter book and rapid leadership opportunities.

The role emphasizes tax planning, advisory services, and direct client interaction, requiring excellent communication and ownership mindset. Relocation support and generous PTO are among the benefits.