Tax Senior, Hybrid

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

Benefits offered by this job

Work-life balance

Collaborative environment

Career growth opportunities

Job summary

A regional CPA firm in Salem, OR is seeking a dedicated Tax Senior to prepare and review complex tax returns and conduct tax research. The ideal candidate will possess a Bachelor's degree in Accounting or Finance, with at least 5 years of experience in tax preparation, particularly for trusts and estates. This hybrid role emphasizes collaboration and client relationship management. A competitive salary ranging from $80,000 to $90,000 per year is offered along with a supportive work-life balance.

Qualifications

• Minimum of 5 years of experience in tax preparation and planning.
• Strong knowledge of corporate and individual taxation.
• Ability to manage multiple tasks and meet tight deadlines.

Responsibilities

• Prepare and review complex tax returns for individuals and corporations.
• Conduct tax research and planning to optimize strategies.
• Collaborate with financial planning to integrate tax strategies.

Skills

Tax preparation

Analytical skills

Communication

Client relationship management

Education

Bachelor’s degree in Accounting or Finance

Master’s degree or CPA designation

Tools

Tax software

Microsoft Office Suite

Job description

Tax Senior opportunity in Salem, OR

Salary $80,000 - $90,000 per year

A Bit About Us

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.
• If you're looking for a place where your career and life can grow together, we’d love to meet you.

Job Details

Are you an experienced tax professional with a passion for finance and accounting? We are currently seeking a Permanent Tax Senior, Hybrid for our dynamic public Accounting + Finance team. This role offers a unique blend of responsibilities that will allow you to leverage your expertise in bypass trusts and revocable trusts, while also providing the opportunity to gain experience in other areas of accounting and finance. As a Permanent Tax Senior, Hybrid, you will be a vital part of our team, with the potential to make significant contributions to our firm’s success.

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.

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.