Tax Manager

Asset Preservation Wealth & Tax; Lake Oswego (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

Asset Preservation Wealth & Tax is seeking an experienced in-person Tax Preparer to join our office team in Oregon. The role requires meeting with clients on-site, reviewing complex federal and state returns, and ensuring accuracy and confidentiality.

CPA preferred; EA and JD candidates may be considered. Ideal candidates bring 5–7 years of tax preparation experience for individuals, trusts, estates, and businesses, with strong knowledge of current tax legislation and planning capabilities.

Qualifications

• 5-7 years preparing high-net-worth individual, business, and trust tax returns.
• Knowledge of the latest legislation and regulations.
• Degree in Accounting or Finance; CPA preferred; EA and/or JD considered.

Responsibilities

• 5-7 years preparing high-net-worth individual, business, and trust tax returns.
• Interviewing clients
• Friendly and pleasant demeanor
• Work with advisors to provide tax-efficient solutions to client needs
• Draft client and advisor communications on behalf of the tax department
• Stay informed on industry developments and changes in regulations
• Quarterly estimated payments calculations and year-end tax planning

Skills

Tax accounting

Attention to detail

Integrity

Client communication

Analytical thinking

Self-motivation

Education

CPA

EA

JD

Accounting or Finance degree

Tools

UltraTax

CS Planner

Excel

Job description

The candidate must have a minimum of 5-7 years' experience preparing federal and state individual, trust, estate, and business returns.

Candidate must be knowledgeable about the latest legislation and regulations, detail-oriented, comfortable analyzing tax data, interviewing clients, reviewing tax forms for completeness and accuracy, and ensuring the highest standards of confidentiality and customer service.

This role is an in-person tax preparer intended to be present in the office to meet with clients but may cover tax needs at another office.

CPA preferred and EA & JD also considered, a degree in Accounting or Finance, and demonstrate experience providing tax compliance and planning services. Strong technical tax knowledge and attention to detail are essential for this role.

Responsibilities

• 5-7 years preparing high-net-worth individual, business, and trust tax returns.
• Interviewing clients
• Friendly and pleasant demeanor
• Work with advisors to provide tax-efficient solutions to client needs
• Draft client and advisor communications on behalf of the tax department
• Stay informed on industry developments and changes in regulations
• Quarterly estimated payments calculations and year-end tax planning

Skills

• Proven work experience in tax accounting
• Thorough knowledge of accounting and taxing authority procedures
• Experience with UltraTax, and CS Planner a plus
• Intermediate or better Excel knowledge to work with data quickly
• Tax planning experience
• Excellent analytical skills with attention to detail
• Integrity, with an ability to handle confidential information
• Self-sufficient work ethic to take on and follow through on tasks independently

Schedule:

• Full-time Monday to Friday, additional hours required during peak tax season (January – April and August – October)