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 clients with wealth advisory services, including income, gift, and estate tax planning, while leading and developing tax teams and engagements for complex individual and entity situations.

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.
• 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 including health, dental, vision, and 401k, and more.

Location

• Portland, OR