Tax Manager - High Net Worth & Partner-Track

Jobot; Beaverton (OR); On-site; USD 125,000 - 195,000; Full time

Job summary

Jobot in Beaverton, OR seeks a Permanent Tax Manager to lead tax compliance for high net worth clients. You will review complex federal and multi-state returns and guide planning strategies, while mentoring staff. This role offers partnership potential in a fast-paced firm environment.

The ideal candidate has a CPA or EA, 5+ years in public accounting, and strong leadership and client-relations skills, with deep CCH experience and a drive to stay ahead of tax law changes.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field. A Master’s degree in Taxation is a plus.
• Active CPA license or EA designation is required.
• A minimum of 5 years of progressive experience in public accounting or a related field.
• Extensive experience with high net worth clients, tax planning, and tax return review.
• Proficiency in using CCH for tax preparation and planning.
• Exceptional leadership with a track record of mentoring staff.
• Strong interpersonal and communication skills, with client relationship focus.
• Ability to multitask and work under tight deadlines, with commitment to ongoing learning.

Responsibilities

• Managing and overseeing all aspects of tax compliance for a portfolio of high net worth clients.
• Reviewing complex tax returns for C Corporations, S Corporations, partnerships, and trusts & estates.
• Conducting detailed 1120S, 1031 exchange, and real estate tax reviews.
• Utilizing CCH to enhance efficiency and accuracy in tax preparation and planning.
• Assisting clients with effective tax planning strategies and compliance.
• Providing leadership, supervision, training, and performance feedback to staff and seniors.
• Participating in business development and cross-selling firm services.
• Staying updated with changing tax laws and explaining changes to team/clients.

Skills

Public accounting

Tax planning

Leadership

Client relations

Communication

Education

Bachelor's in Accounting/Finance

Master's in Taxation

CPA or EA

Tools

CCH

Tax software

Job description

Jobot in Beaverton, OR seeks a Permanent Tax Manager to lead tax compliance for high net worth clients. You will review complex federal and multi-state returns and guide planning strategies, while mentoring staff. This role offers partnership potential in a fast-paced firm environment.

The ideal candidate has a CPA or EA, 5+ years in public accounting, and strong leadership and client-relations skills, with deep CCH experience and a drive to stay ahead of tax law changes.