Tax Senior, Hybrid

Jobot; Albany (OR); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Competitive Compensation

401K with matching

Excellent benefits

Accelerated Partner Track

Work/Home Balance

Continued Education

Positive Work Environment

Job summary

A leading CPA firm in Albany, OR is seeking a Tax Senior to join their team. This hybrid role requires expertise in tax preparation, specifically for trusts and estates, along with strong analytical and communication skills. The firm values a collaborative environment, offering competitive compensation and opportunities for professional development. If you possess at least 5 years of experience in tax-related fields and a passion for customer service, this is the perfect opportunity for you.

Qualifications

• A minimum of 5 years of experience in tax preparation and planning, focusing on trusts and estates.
• Strong knowledge of corporate, pass-through entity, and individual taxation.
• The ability to work independently and manage multiple tasks.

Responsibilities

• Preparing and reviewing complex tax returns for various entities.
• Conducting tax research to optimize strategies for clients.
• Assisting with tax audits and resolving disputes.

Skills

Tax preparation and planning

Analytical skills

Communication skills

Interpersonal skills

Education

Bachelor's degree in Accounting, Finance, or related field

Master's degree or CPA designation

Tools

Tax software

Microsoft Office Suite

Job description

Tax Senior - Hybrid in Albany, OR

We’re more than just a highly ranked CPA firm with a strong regional presence—we’re a team that genuinely values our people. Our culture is built on the belief that when our employees thrive, so does our work.

At our firm, you’ll enjoy:

• A true work-life balance that supports your personal well-being and family life.
• A collaborative environment where your contributions are recognized and appreciated.
• The opportunity to make a real impact by delivering exceptional service to our local community and clients.

Why Join Us

• Competitive Compensation!
• 401K w/matching!
• Best Benefits in the Industry!
• Accelerated Partner Track!
• Work/Home Balance!
• Continued Education!
• Positive Work Environment!

Job Details

Salary: $80,000 - $90,000 per year. Permanent position. Hybrid work arrangement.

Responsibilities

• Preparing and reviewing complex tax returns for individuals, corporations, and trusts and estates.
• Conducting tax research and planning to optimize tax strategies for our clients.
• Collaborating with our financial planning team to integrate tax planning strategies into our clients' overall financial plans.
• Assisting with tax audits and resolving tax notices or disputes.
• Providing guidance and mentorship to junior staff members.
• Staying updated with the latest tax laws and regulations, and ensuring our firm's compliance with all relevant tax laws.
• Developing strong relationships with clients and providing excellent customer service.

Qualifications

• A bachelor's degree in Accounting, Finance, or a related field. A master's degree or CPA designation is a strong plus.
• A minimum of 5 years of experience in tax preparation and planning, with a focus on trusts and estates.
• Strong knowledge of corporate, pass-through entity, and individual taxation.
• Excellent analytical and problem‑solving skills, with the ability to handle complex tax issues.
• Strong communication and interpersonal skills, with the ability to explain complex tax concepts to clients in a clear and understandable manner.
• Proficiency in tax software and Microsoft Office Suite.
• The ability to work independently, manage multiple tasks simultaneously, and meet tight deadlines.
• A strong commitment to professional development and continuous learning.

If you are a seasoned tax professional with a passion for helping clients navigate complex tax issues, we would love to hear from you. Join us and take the next step in your career with a leading firm in the Accounting + Finance industry!

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