Tax Manager/Director (Remote)

Overview

The organization is seeking a Tax Manager/Director to join its high-net-worth private client group in the Portland, OR office.

This role involves advising clients on complex tax planning and leading tax engagements for high-net-worth individuals and related entities.

Responsibilities

• Collaborate with a team dedicated to serving high net worth clients
• Consult with clients on income, gift, and estate tax planning
• Lead, supervise, and review tax engagements typical for high-net-worth clients, including complex individual, trust, gift, and pass-through entities
• Develop and train team members
• Foster and build opportunities for clients, communities, and team members
• Participate in local industry-leading events and trainings

Requirements

• 6 years of relevant experience required
• Bachelor’s degree required (Accounting, Finance, or related preferred)
• CPA required; EA or JD may be accepted in lieu of CPA certification

Preferred Qualifications

• Experience in professional accounting, finance, or a related field
• Experience with high net worth individuals, trusts, pass-through entities, and gift reporting

Compensation & Benefits

Comprehensive benefit options include:

• Health
• Dental
• Vision
• 401(k)
• Additional benefits

Location

Portland, OR