Tax Manager

Opti Staffing Group; Canby (OR); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Hybrid/remote work flexibility

Medical, dental, and vision insurance

401(k) with employer match

Life and disability insurance

Flexible Spending and Dependent Care

Generous PTO and holidays

AICPA membership and CE

Partner-track opportunity

Collaborative, people-first firm

Job summary

Opti Staffing Group seeks an accomplished tax leader to oversee planning, compliance, and advisory work for individuals and businesses in the United States. You will mentor staff, review complex returns, and foster strong client partnerships across busy tax seasons.

You will guide strategic tax decisions, develop processes, and collaborate with leadership to drive growth, efficiency, and client value while maintaining high service standards.

Qualifications

• CPA license in active standing.
• 7–10+ years of public accounting experience.
• Experience preparing and reviewing individual, business, partnership, and corporate tax returns.
• Strong knowledge of tax laws, compliance, and planning strategies.
• Experience reviewing the work of other tax professionals.
• Proven ability to build and maintain strong client relationships.
• Leadership experience mentoring, coaching, and developing staff.
• Excellent communication and client service skills.
• Strong organizational skills with the ability to manage multiple deadlines.
• Experience with Lacerte, ProSystem fx Engagement, QuickBooks, and Practice CS is highly preferred.

Responsibilities

• Lead the planning, preparation, and review of individual and business tax returns.
• Serve as a trusted advisor to clients on tax planning, compliance, and strategic financial decisions.
• Build and maintain long-term client relationships through exceptional service.
• Review complex tax returns and ensure compliance with federal and state regulations.
• Mentor, train, and develop staff while providing technical guidance and leadership.
• Manage workflow, project deadlines, and client deliverables during busy tax seasons.
• Collaborate with firm leadership on client service initiatives and business growth.
• Identify planning opportunities that create value for clients while minimizing tax exposure.
• Support continuous process improvements and contribute to the firm's long-term success.

Skills

CPA license

Public accounting

Tax planning

Client relationships

Leadership

Communication

Microsoft Office

Tools

Lacerte

ProSystem fx Engagement

QuickBooks

Practice CS

Job description

The ideal candidate will be responsible for overseeing all tax related decisions and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws.

Responsibilities

• Lead the planning, preparation, and review of individual and business tax returns.
• Serve as a trusted advisor to clients on tax planning, compliance, and strategic financial decisions.
• Build and maintain long-term client relationships through exceptional service.
• Review complex tax returns and ensure compliance with federal and state regulations.
• Mentor, train, and develop staff while providing technical guidance and leadership.
• Manage workflow, project deadlines, and client deliverables during busy tax seasons.
• Collaborate with firm leadership on client service initiatives and business growth.
• Identify planning opportunities that create value for clients while minimizing tax exposure.
• Support continuous process improvements and contribute to the firm's long-term success.

Qualifications

• CPA license in active standing
• 7–10+ years of public accounting experience
• Experience preparing and reviewing individual, business, partnership, and corporate tax returns
• Strong technical knowledge of tax laws, compliance, and planning strategies
• Experience reviewing the work of other tax professionals
• Proven ability to build and maintain strong client relationships
• Leadership experience mentoring, coaching, and developing staff
• Excellent communication and client service skills
• Strong organizational skills with the ability to manage multiple deadlines
• Proficiency with Microsoft Office
• Experience with Lacerte, ProSystem fx Engagement, QuickBooks, and Practice CS is highly preferred

What's In It for You

• $120,000–$140,000 annual salary DOE
• Hybrid and remote work flexibility
• Reduced office hours between Tax Day and December
• Medical, dental, and vision insurance paid by company for employee
• 401(k) with employer match
• Life and disability insurance
• Flexible Spending and Dependent Care Accounts
• Generous PTO and paid holidays
• Employer-paid AICPA membership and continuing education
• Partner-track opportunity for the right individual
• Join a collaborative, people-first firm that values work-life balance and professional growth