Tax Manager (partner path)

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

Job summary

Jobot is seeking a dynamic Permanent Tax Manager to lead tax planning, preparation, and review for a high net worth client portfolio in a fast-paced environment.

The role offers a clear path to partnership, opportunities for leadership, and involvement in business development across the firm.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; Master’s in Taxation a plus.
• Active CPA license or EA designation required.
• Minimum of 5 years of progressive public accounting or related experience.
• Extensive experience with high net worth clients, tax planning, and tax return review.
• Proficiency in using CCH for tax prep and planning.

Responsibilities

• Manage and oversee all tax compliance for a portfolio of high net worth clients.
• Review complex tax returns including federal and multi-state returns for C-Corps, S-Corps, partnerships, trusts, estates, and foundations.
• Conduct 1120S, 1031 exchange, and real estate tax reviews.
• Utilize CCH to enhance efficiency and accuracy in tax work.

Skills

Leadership

Tax planning

Communication

Client relationships

Multitasking

Education

Bachelor's degree in Accounting/Finance

Master’s degree in Taxation (plus)

CPA or EA designation

Tools

CCH Tax Software

Job description

Job details:

This Jobot Job is hosted by: Tristan Metcalf

Salary: $125,000 - $195,000 per year

Path to Partner

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.

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:

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

Qualifications:

• 1. Bachelor's degree in Accounting, Finance, or a related field. A Master’s degree in Taxation is a plus.
• 2. Active CPA license or EA designation is required.
• 3. A minimum of 5 years of progressive experience in public accounting or a related field.
• 4. Extensive experience in dealing with high net worth clients, tax planning, and tax return review.
• 5. Proven expertise in 1120S, 1031 Exchange, S Corp, and real estate tax.
• 6. Proficiency in using CCH for tax preparation and planning.
• 7. Exceptional leadership skills with a proven track record of managing and mentoring a team.
• 8. Strong interpersonal and communication skills, with the ability to build strong relationships with clients and team members.
• 9. Excellent problem-solving skills, with a knack for providing practical solutions to complex tax issues.
• 10. Ability to multitask, prioritize, and work efficiently under tight deadlines.
• 11. 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!

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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