Tax Manager

Zohorecruit; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Perry and Associates is a full-service CPA and advisory firm offering a remote position with potential in-office work in Oregon or Idaho. The Tax Manager prepares and reviews complex returns, supports proactive tax planning, and serves as a trusted resource to clients and team members.

The role combines technical expertise with advisory support, offering a path toward Tax Advisor roles while encouraging growth, client relationships, and professional development in a collaborative environment.

Qualifications

• 3+ years of progressive tax preparation experience.
• Strong knowledge of individual and business taxation.
• Experience preparing complex tax returns with minimal supervision.
• Proficiency with tax preparation software and Microsoft Office applications.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, corporations, and trusts.
• Analyze financial information to ensure accurate tax reporting and compliance.
• Assist clients with tax questions and information requests year-round.
• Identify tax-saving opportunities and client advisory considerations.

Skills

Tax return prep

Tax planning

Analytical skills

Communication skills

MS Office

Education

Associates or Bachelors degree in accounting/finance

Accounting/Tax coursework

Tools

Tax software

Microsoft Office

Job description

A full-service Certified Public Accounting and advisory firmlicensed in Idaho and Oregon, Perry and Associates offers its clientsaccounting expertise with an individualized approach — the capabilities of alarger company with the personal service of a boutique firm. We go to greatlengths to ensure we are always there for our clients. From professional topersonal accounting needs, our mission is to be an expert advisor, and atrusted friend throughout the process.

Perry and Associates has earned a reputation for exceptionalwork, responsive service, and a down-to-earth philosophy. We love what we do —empowering our clients’ long-term success with proactive, effective accountingas well as sound financial advice. We draw from years of specialized expertiseto provide a full range of professional accounting, advisory, and tax servicesfor individuals and businesses in need of accurate advice and financialconfidence.

Job Description

This is a remote position.

POSITION SUMMARY

The Tax Manager is a skilled tax professional responsible for preparing and reviewing complex tax returns, supporting proactive tax planning, and serving as a trusted resource to clients and team members. This role combines technical expertise with client advisory support, helping individuals and businesses navigate tax complexities, make informed financial decisions, and identify opportunities for long-term tax savings.

As a key contributor to client success and engagement quality, the Tax Manager works with a high degree of independence, mentors developing staff, and helps strengthen the firm's reputation for exceptional service. This position offers a clear path toward a Tax Advisor role for professionals who are committed to deepening their technical expertise, expanding client relationships, and delivering strategic value beyond compliance.

Position has potential to be remote, though preference would be in-office (Enterprise, Oregon or Ketchum, Idaho), or hybrid. Only individuals eligible to work in the United States without sponsorship will be considered.

KEY RESPONSIBILITIES

• Prepare and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, corporations, trusts, and other entities.
  
• Analyze financial information and supporting documentation to ensure accurate tax reporting and compliance.
  
• Assist clients with tax-related questions and information requests throughout the year.
  
• Identify tax-saving opportunities, planning considerations, and potential risks, communicating recommendations to supervisors and clients as appropriate.
  
• Perform tax research and summarize findings related to federal and state tax issues.
  
• Support team members with tax planning engagements and advisory projects; review and provide feedback for junior staff.
  
• Ensure workpapers, client files, and supporting documentation are complete, accurate, and properly maintained.
  
• Assist with IRS and state tax authority correspondence, notices, and examinations.
  
• Contribute to process improvements and best practices that enhance client service and operational efficiency.
  
• Stay current on tax law changes, regulatory developments, and emerging planning opportunities.
  
• Support client retention by building trust, responsiveness, and confidence in the firm’s services.
  

SUCCESS IN THIS ROLE

The successful candidate:

• Produces accurate, high-quality tax returns with minimal review adjustments.
  
• Successfully manages increasingly complex client engagements.
  
• Identifies tax planning opportunities and communicates them proactively.
  
• Serves as a reliable technical resource for colleagues and clients.
  
• Consistently meets deadlines and manages workload effectively during peak periods.
  
• Builds strong client relationships through professionalism and responsiveness.
  
• Demonstrates readiness for greater advisory and client relationships responsibilities.
  
• Positively contributes to team development and firm culture.
  

CORE BEHAVIORS

• Client-focused: builds trust through exceptional service and proactive communication.
  
• Advisor-minded: looks beyond tax return preparation to identify opportunities and risks.
  
• Accountable: takes ownership of work quality, deadlines, and client outcomes.
  
• Technically Excellent: maintains strong tax expertise and continuously develops professional knowledge.
  
• Collaborative: shares knowledge, mentors teammates, and contributes to team success.
  
• Growth-minded: embraces challenges, learning opportunities, and professional development.
  
• Integrity-driven: demonstrates professionalism, confidentiality, and ethical decision-making.
  

WHY JOIN US

• Work with a respected firm committed to helping clients achieve long-term financial success.
  
• Gain exposure to increasingly sophisticated tax planning and advisory engagements.
  
• Receive mentorship and support for professional certifications, including EA and CPA credentials.
  
• Be part of a collaborative, client-focused culture that values expertise, innovation, and personal growth.
  
• Enjoy a clearly-defined career path with opportunities for advancement and leadership development.
  

DISCLAIMER

This job description is intended to describe the general nature and level of work performed by employees assigned to this position. Duties and responsibilities may change as business needs evolve.

Requirements

REQUIRED QUALIFICATIONS

• Associates or Bachelors degree in accounting, finance, or related field or equivalent experience.
  
• 3+ years of progressive tax preparation experience.
  
• Strong knowledge of individual and business taxation.
  
• Experience preparing complex tax returns with minimal supervision.
  
• Proficiency with tax preparation software and Microsoft Office applications.
  
• Strong analytical, organization, and problem-solving skills.
  
• Excellent written and verbal communication