Tax Manager - Client Services

Jobot; Salem (OR); Hybrid; USD 85,000 - 135,000; Full time

Benefits offered by this job

4.5 weeks of PTO

Potential overtime pay

4% match on 401(k)

100% coverage of benefits

Gym stipend

Job summary

A leading CPA firm in Salem, OR is seeking a client-focused tax professional to manage individual and small-business clients. This hybrid position offers opportunities for meaningful client interactions and professional growth without the layers of a large firm. Candidates should have 5–10 years of tax experience, an active CPA or EA, and be skilled in client relationship management. The firm offers competitive salary, extensive PTO, and various employee benefits.

Qualifications

• 5–10 years of hands-on tax experience with direct client interaction.
• Confidence managing relationships independently.
• Collaborative attitude with interest in mentorship.

Responsibilities

• Manage a portfolio of clients, ensuring service delivery.
• Partner with senior advisors on complex engagements.
• Conduct meetings with clients to discuss planning opportunities.
• Produce high-quality, accurate work with proactive communication.
• Suggest improvements for client experience and internal processes.

Skills

Client relationship management

Strong communication skills

Analytical thinking

Service-oriented mindset

Collaboration

Education

Active CPA or EA

Tools

UltraTax CS

Fixed Assets CS

Planner CS

SurePrep

CCH Engagement

Job description

Job Details

Incredibly tenured CPA Firm in Salem, OR – Hybrid Position

Salary: $85,000 – $135,000 per year

We’re looking for a client‑focused tax professional who enjoys building relationships and taking ownership of their work. In this role, you’ll manage a dedicated group of individual and small‑business clients while also jumping in on more sophisticated projects alongside senior team members. It’s a great fit for someone who wants meaningful client interaction, room to grow, and the ability to make an impact without the layers of a large firm.

A Bit About Us

We are a long‑established Oregon accounting firm with decades of experience providing tax, accounting, and advisory services to individuals and businesses. Rooted in a people‑first, relationship‑driven culture, we focus on delivering thoughtful, reliable guidance that helps clients plan, grow, and navigate financial complexity. Our team values collaboration, integrity, and long‑term partnerships—and we’re looking for professionals who share that commitment.

Benefits

• 4.5 weeks of PTO as a baseline; most people take off ~8 weeks/year!
• Potential overtime pay based on level!
• Hybrid work schedule
• 4 % match on 401(k), immediate vesting!
• 100 % coverage of benefits for employees
• Gym stipend!

Responsibilities

• Take the lead on a portfolio of clients, overseeing preparation, review, and overall service delivery.
• Partner with senior advisors on complex engagements and multi‑entity structures, contributing technical insight and ensuring seamless execution.
• Meet with clients to walk through results, discuss planning opportunities, and help them stay ahead of tax considerations.
• Produce high‑quality, accurate work while maintaining a consistent, proactive communication style.
• Bring ideas that improve the client experience and enhance internal processes.
• Participate in firm initiatives, professional development, and team‑wide improvements as the practice continues to evolve.

Qualifications

• Active CPA, EA, or Oregon LTC (required).
• 5–10 years of hands‑on tax experience and direct client interaction.
• Confidence managing relationships independently and guiding clients through decisions.
• Strong communication, analytical thinking, and a service‑oriented mindset.
• A collaborative attitude with interest in mentorship, learning, and long‑term growth.
• Experience with tools such as UltraTax CS, Fixed Assets CS, Planner CS, SurePrep, CCH Engagement.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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