Tax Manager

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

Life and disability insurance

Flexible Spending and Dependent Care

Generous PTO and paid holidays

AICPA membership covered

Partner-track opportunity

Hybrid/Flexible Schedule

Job summary

Opti Staffing Group is actively seeking a senior tax professional in Canby, OR to lead planning, preparation, and review of individual and business returns. You will advise clients on tax planning and compliance while mentoring staff in a collaborative, growth-oriented firm.

The role emphasizes leadership, client service, and strategic tax decision-making in a hybrid work environment with opportunities for advancement and work-life balance.

Qualifications

• Active CPA license in good standing.

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

Organization

Time management

Microsoft Office

Education

Bachelor's degree in accounting or related field

Tools

Lacerte

ProSystem fx Engagement

QuickBooks

Practice CS

Microsoft Office

Job description

• DIRECT HIRE** Location: Canby, OR

Pay:

$120,000-$140,000 DOE

Schedule:

Full-Time | Monday-Friday (Hybrid/Flexible Schedule Available)

Who We Are:

Our client is a well-established, locally respected public accounting firm that has built its reputation on exceptional client relationships, technical expertise, and a collaborative team culture. This is more than just another tax role—it's an opportunity to become a trusted advisor, mentor future accounting professionals, and help shape the continued growth of a thriving firm. If you're looking for a long-term home with leadership opportunities, work-life balance, and a clear path for advancement, we'd love to talk with you.

What You'll Do:

• 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.

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
• 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

What You Need to Have:

• CPA license in active standing
• 6+ 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