Tax Senior

Jobot; Vancouver (WA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health benefits 50% employer-paid

SIMPLE IRA 3% match

Approximately 25 days PTO/holidays/s3

Licensing reimbursement

Continuing education

Job summary

Jobot in Vancouver, WA is seeking a tax professional to join a well-established accounting firm with a shared client base. You will prepare and review individual tax returns, provide tax projections, respond to IRS notices, and build lasting client relationships as a trusted advisor.

The role offers a hybrid schedule, competitive compensation, and opportunities for growth, continuing education, and licensing reimbursement within a collaborative culture.

Qualifications

• Public accounting tax experience.
• Strong individual tax preparation experience.
• Excellent communication and client relationship skills.
• Ability to work independently while collaborating with a close-knit team.
• EA or CPA preferred but not required.

Responsibilities

• Prepare and review primarily individual income tax returns
• Prepare tax projections throughout the year
• Respond to IRS notices and assist with tax resolution matters
• Build and maintain long-term client relationships
• Provide proactive tax planning recommendations
• Collaborate with firm leadership on complex tax matters
• Identify opportunities to expand services for existing clients

Skills

Public accounting tax experience

Individual tax preparation

Communication

Client relationships

Independent yet collaborative work

Education

EA or CPA preferred

Job description

Job details

• 10+ Year Average Tenure! Well Respected Firm!
• This Jobot Job is hosted by: Emily Bohanon
• Salary: $85,000 - $110,000 per year

A bit about us

We are a well-established, 13-person public accounting firm located in Vancouver, Washington, specializing in tax planning and compliance for individuals, families, real estate investors, and closely held businesses. Our philosophy is centered on building long-term relationships with both our clients and our employees. Rather than focusing on high-volume transactional work, we take a consultative approach that allows our team to become trusted advisors.

Our clients value accessibility, proactive planning, and personalized service, and we intentionally maintain a client roster that aligns with those values. If a client relationship isn't the right fit, we're comfortable parting ways in order to preserve the culture we've built.

We're currently hiring due to the retirement of a long-tenured team member. This creates a unique opportunity for someone to step into an established book of business with existing client relationships already in place.

Why join us

Step into an Established Client Base

• Inherit approximately 150 individual tax clients with an organized transition plan.
• Spend your time advising clients rather than building a book from scratch.

Relationship-Focused Accounting

• Work directly with clients and become their trusted advisor.
• Opportunity to perform tax planning, projections, and IRS resolution work—not just tax preparation.

Career Growth

• Shape your own career path.
• Opportunity to expand into more complex tax engagements over time, including entities and higher-net-worth planning.
• Continuing education and professional credentials are fully supported.

Work-Life Balance

• Hybrid schedule with 2-3 days in the office.
• Flexible scheduling outside of tax season.
• Busy season averages approximately 40-45 hours per week.
• Leadership actively discourages unnecessary weekend work.

Performance-Based Compensation

• Competitive base salary ($80,000-$100,000 DOE)
• Revenue-sharing bonus program that rewards growth and productivity.

Outstanding Benefits

• 50% employer-paid medical, dental, and vision premiums (employee coverage)
• 3% SIMPLE IRA match
• Approximately 25 days of combined PTO, holidays, and sick time
• Continuing education and licensing reimbursement

Collaborative Culture

• Small team where everyone's voice matters.
• Leadership values autonomy and trusts employees to manage their work
• Team retreats and employee appreciation events throughout the year.
• A culture built around respect, flexibility, and genuine relationships.

Responsibilities

• Prepare and review primarily individual income tax returns
• Prepare tax projections throughout the year
• Respond to IRS notices and assist with tax resolution matters
• Build and maintain long-term client relationships
• Provide proactive tax planning recommendations
• Collaborate with firm leadership on complex tax matters
• Identify opportunities to expand services for existing clients

Client Base Includes

• High-net-worth individuals
• Rental real estate investors
• Small business owners
• Cryptocurrency reporting
• Equity compensation
• K-1 reporting

Qualifications

• Public accounting tax experience
• Strong individual tax preparation experience
• Excellent communication and client relationship skills
• Ability to work independently while collaborating with a close-knit team
• EA or CPA preferred but not required

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.