Tax Manager (partner path)

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

Job summary

LeoForce is seeking a Senior Tax Manager to lead a high-net-worth client portfolio within its Accounting and Finance team in Beaverton, Oregon. This role emphasizes tax planning, review, and strategic client services in a fast-paced, growth-focused environment.

The ideal candidate has CPA or EA credentials, 5+ years in public accounting, and proven leadership skills to mentor a team while driving tax efficiency and compliance for diverse entities.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Active CPA license or EA designation required.
• 5+ years of progressive experience in public accounting or related field.
• Extensive experience with high net worth clients, tax planning, and tax return review.
• Proven expertise in 1120S, 1031 Exchange, S Corp, and real estate tax.
• Proficiency with CCH for tax preparation and planning.
• Strong leadership and mentoring ability.
• Excellent communication and relationship-building skills.
• Ability to multitask under tight deadlines.

Responsibilities

• Manage tax compliance for a portfolio of high net worth clients.
• Review federal and multi-state returns for C Corp, S Corp, partnerships, trusts, estates, and foundations.
• Perform 1120S, 1031 exchange, and real estate tax reviews.
• Leverage CCH to improve efficiency and accuracy in tax work.
• Provide tax planning guidance and ensure regulatory compliance.
• Lead, train, and mentor staff and seniors.
• Support business development and cross-selling of services.
• Stay current with tax law changes and convey to team and clients.

Skills

Tax planning

Tax compliance

Client management

Leadership

Communication

Education

Bachelor's in Accounting/Finance

Master’s in Taxation (plus)

Tools

CCH Tax Software

Job description

Job Description

Experience

Senior Level

Salary

$125,000 - $195,000 per year

Job Details

We are on the hunt for a dynamic, detail-oriented, and highly motivated Permanent Tax Manager to join our thriving Accounting and Finance team. This is a unique opportunity to carve your niche in a fast-paced, high-performing environment where your expertise will be enriched and challenged on a daily basis. This position offers a clear path to partnership and is ideal for an individual looking to take their career to the next level. The successful candidate will be responsible for managing a diverse portfolio of high net worth clients, and should have a strong background in tax planning, preparation, and review.

Responsibilities

• Managing and overseeing all aspects of tax compliance for a portfolio of high net worth clients.
• Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations.
• Conducting detailed 1120S, 1031 exchange, and real estate tax reviews.
• Utilizing your expertise in CCH to enhance efficiency and accuracy in tax preparation and planning.
• Assisting clients with effective tax planning strategies, ensuring compliance with tax laws and regulations.
• Providing leadership, supervision, training, and performance feedback to staff and seniors.
• Participating in business development efforts by identifying new opportunities and cross-selling the firm's services.
• Staying updated with changing tax laws and explaining these changes to the team and clients.

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 in dealing with high net worth clients, tax planning, and tax return review.
• Proven expertise in 1120S, 1031 Exchange, S Corp, and real estate tax.
• Proficiency in using CCH for tax preparation and planning.
• Exceptional leadership skills with a proven track record of managing and mentoring a team.
• Strong interpersonal and communication skills, with the ability to build strong relationships with clients and team members.
• Excellent problem-solving skills, with a knack for providing practical solutions to complex tax issues.
• Ability to multitask, prioritize, and work efficiently under tight deadlines.
• Commitment to continuous learning and staying updated with the latest tax laws and regulations.

This is an exciting opportunity to join a dynamic team and work with high net worth clients in a fast-paced, challenging, and rewarding environment. If you are passionate about tax and looking to accelerate your career, we would love to hear from you!

A bit about us:

Small firm that operates as if we are a big firm

Why join us?

We bring a large variety of extensive benefits. We value our employees and want you to grow.

#accounting-finance #cpa #high-net-worth #partnership #1031-exchange #hnw #prepare #1120s #s-corp #cch #ea #real-estate-tax #tax-planning #tax-review #s-corp #tier2

Location: Beaverton, OR, US