Senior Tax Manager

Capstone; Bend (OR); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Relocation assistance

401(k) match

Company-paid health insurance

Company-paid dental insurance

Company-paid vision insurance

Flexible Spending Account

HSA & FSA

Flexible schedule

Job summary

Capstone, a fast-growing CPA firm, is seeking an experienced CPA in Bend, OR to lead tax planning and compliance for business, fiduciary, and individual clients. This high-impact role offers a clear path to partnership with immediate client transition from a retiring partner.

You will apply current federal and state tax laws, meet with clients regularly, and leverage strong interpersonal skills to build lasting relationships and grow the practice.

Qualifications

• Must hold a CPA license with strong tax expertise.
• 7+ years tax experience and comfort handling complex client scenarios.
• Strong client-facing skills and ability to guide staff and clients.
• High ownership mindset with a meticulous attention to detail.

Responsibilities

• Prepare and review tax returns and develop tax strategies for business, fiduciary, and individual clients.
• Apply current federal and state tax laws to deliver optimal tax outcomes for clients.
• Meet with new and existing clients regularly to understand needs and build relationships.
• Utilize exceptional interpersonal skills to expand the client base and grow the practice.

Skills

CPA license

Client-facing

Attention to detail

Ownership mindset

Interpersonal skills

Tax expertise

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