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 collaborating with a team dedicated to serving high net worth clients, providing guidance on income, gift, and estate tax planning, and leading tax engagements for complex individual, trust, gift, and pass-through entity matters.

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
• CPA required (EA or JD may be accepted in lieu of CPA certification)

Preferred Qualifications

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

Compensation & Benefits

Comprehensive benefit options are offered, including health, dental, vision, 401k, and more.

Location

• Portland, OR

Equal Opportunity

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities