Tax Manager/Director (Remote)

Overview

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

This role focuses on serving high net worth clients through income, gift, and estate tax planning and leading tax engagements involving complex individual, trust, gift, and pass-through entity matters.

Responsibilities

• Collaborate with a dedicated team 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 to support their career growth.
• Foster opportunities for clients, communities, and people.
• Participate in local industry-leading 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.

Compensation & Benefits

Comprehensive benefit options are available, including health, dental, vision, and 401k, among others.

Location

Portland, OR

Equal Employment Opportunity

Equal Opportunity Employer. Protected Veterans/Individuals with Disabilities.