Tax Director: Partner Path for High Net Worth Clients

Jobot; Beaverton (OR); On-site; USD 145,000 - 230,000; Full time

Job summary

Jobot in Beaverton, OR is seeking a dynamic Tax Director (Business Partner) to lead a high net worth client portfolio within our Accounting and Finance team. The role focuses on tax planning, preparation, and review, with opportunities for leadership and client advisory in a fast-paced environment.

The successful candidate will manage complex federal and multi-state returns, mentor staff, and contribute to business development while staying current with tax laws.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Master’s degree in Taxation is a plus.
• Active CPA license or EA designation required.
• 5+ years of progressive public accounting experience.
• Experience with 1120S, 1031 exchanges, real estate tax.

Responsibilities

• Manage tax compliance for a portfolio of high net worth clients.
• Review complex federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations.
• Conduct detailed 1120S, 1031 exchange, and real estate tax reviews.
• Utilize CCH to enhance efficiency and accuracy in tax preparation and planning.
• Assist clients with effective tax planning strategies, ensuring compliance with tax laws and regulations.
• Provide leadership, supervision, training, and feedback to staff and seniors.
• Participate in business development by identifying new opportunities and cross-selling services.
• Stay updated with changing tax laws and explain changes to team and clients.

Skills

Leadership

Communication

Multitasking

Problem solving

Client relationships

Team mentoring

Education

Bachelor's degree in Accounting/Finance

Master’s degree in Taxation (plus)

CPA license or EA designation

Tools

CCH Tax

Job description

Jobot in Beaverton, OR is seeking a dynamic Tax Director (Business Partner) to lead a high net worth client portfolio within our Accounting and Finance team. The role focuses on tax planning, preparation, and review, with opportunities for leadership and client advisory in a fast-paced environment.

The successful candidate will manage complex federal and multi-state returns, mentor staff, and contribute to business development while staying current with tax laws.