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 supports high-net-worth individuals and families through income, gift, and estate tax planning, while leading and developing tax professionals on complex engagements.

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.
• Support opportunities for clients, communities, and team members.
• Participate in local industry events and trainings.

Requirements

• 6 years of relevant experience required.
• Bachelor’s degree required.
• 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.
• Degree in Accounting, Finance, or related field.

Compensation & Benefits

Comprehensive benefits include health, dental, vision, 401k, and more.

Location

Portland, OR