Senior Tax Manager/Tax Advisor in Portland, OR

Location

Portland, OR

Job Type

Full-time

Salary

$125,000 – $175,000/yr

Company

S Piper Staffing LLC

Title: Tax Senior Manager / Tax Advisor (CPA or JD Required)

Type: Full-time / Perm / On-site

Location: Portland, OR

Salary Range: $125k - $175k/annually, depending on experience.

Benefits:

Benefits package includes, but is not limited to, health care benefits (medical, dental, and vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits.

Summary:

As one of the country's fastest-growing wealth management firms, our client is seeking a Tax Senior Manager / Tax Advisor to join their team in Portland and provide exceptional service impact for high net-worth individuals and their closely held businesses, small business, fiduciary, and related trust, estate, gift, and charitable tax planning and compliance. We are looking for a passionate, talented individual who enjoys developing and maintaining lasting relationships with clients. Our client emphasizes building rapport with their clients, having a deep understanding of their personal and business goals, and providing high-quality tax planning advice using a consultative approach.

Qualifications & Requirements: • Bachelor’s Degree in Accounting is required. • Must be a Licensed CPA or JD. • Master’s Degree in Taxation is preferred. • 5+ years of experience with high-net-worth individuals with assets exceeding $3M and partnership, fiduciary, estate, trust, and gift tax return compliance, preferably from a wealth management and tax (RIA) firm or one of the Big 4's. • Working knowledge of data collection, data analysis, and evaluation. • Strong computer skills like Windows, MSFT Office, Excel, and Adobe Acrobat. • Ability to adapt quickly to new software systems like CCH Axcess Tax and BNA Tax Planner, and tax research tools like BNA Portfolios and RIA Checkpoint. • Experience with ADP, QuickBooks, and databases like Salesforce is strongly preferred. • Strong research skills and knowledge in tax-related areas. • Strong understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements. • Ability to manage heavy workloads and projects, many on a time-sensitive basis. • Excellent written, verbal, and interpersonal communication skills. • Ability to interact with a tight-knit team of firm professionals with a wide range of tax knowledge. • Highly motivated with the ability to function well in a fast-paced environment with continued growth and development. • Must (currently) live in Portland, OR and be willing to work fully on-site.

Responsibilities: • Build and maintain personal relationships with clients as the technical tax expert on their tax planning team. • Assist clients by attending client meetings and delivering clients’ tax plans. • Support the financial advisory team in tax planning-related functions. • Actively participate in signing and onboarding new clients to the firm. • Lead the tax client service team for compliance and tax planning. • Responsible for final reviews and signing off on tax returns (federal and state income tax returns for high-net-worth individuals with assets exceeding $3M, businesses, partnerships, trusts, and estates). • Oversee tax projections and tax audits for clients. • Coach and develop the team through real-time and consistent feedback.