Senior Tax Manager

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

About Us

We are a fast-growing CPA firm with 16 offices across the western U.S. providing tax planning and advisory services supported by audit, bookkeeping, and payroll services.Through strong partnerships with financial advisors and attorneys, we deliver a fully integrated client experience.

The Job

We are looking for an experienced CPA to add to our dynamic team of professionals in our Bend, OR office. This is a high-impact role offering a clear path to partnership, including immediate client transition from a retiring partner.

Qualifications for this position:

• Current CPA License
• Minimum 7+ years tax experience
• Someone with a desire and ability to work directly with clients and staff
  
• High ownership mindset and strong attention to detail
  

What do we need you to do?

• Apply your solid knowledge of current federal and state tax laws to provide great tax outcomes for our clients.
• Prepare and review tax returns and develop tax strategies for business, fiduciary, and individual tax clients.
• Meet with new and existing clients on a regular basis.
• Utilize your exceptional interpersonal skills to form lasting relationships with our current clients and create opportunities to expand our business with new clients.

What's in it for you?

• Flexible, growth-oriented environment with real leadership opportunities
  
• Clear path to partnership
• Competitive wages, generous paid time off, and paid holidays.
  
• Growing organization that is looking for people who want to do better for themselves, their teammates and their clients. If you love helping others be successful, this is the job for you.

• Relocation assistance

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! Pay determined based on experience and education.

Benefits

• 401(k)match
• 100%company-paidhealth,dental,visionInsurance
• Company-paidlifeInsurance
• FlexibleSpendingAccount
• HSA&FSA
• Flexible schedule