Tax Manager, Client Services - Hybrid, Growth & Impact

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

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.