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 collaborates with a team focused on serving high-net-worth clients and advising on income, gift, and estate tax planning.

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.
• Foster 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 (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

Benefits include comprehensive options such as health, dental, vision, and 401k.

Location

• Portland, OR