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 clients through income, gift, and estate tax planning, while leading and developing tax engagements and team members.

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 to support their career growth.
• Participate in local industry 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 related field.
• Experience with high net worth individuals, trusts, pass-through entities, and gift reporting.

Compensation & Benefits

Comprehensive benefit options include health, dental, vision, 401k, and more.

Location

Portland, OR

Equal Opportunity

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.