Tax Senior Associate (Remote)

Overview

The organization is seeking a Tax Senior to join the High Net Worth Private Client group in the Portland, OR office.

Responsibilities

• Prepare, supervise, and review individual, trust, gift, and related owner pass-through entity engagements.
• Partner with clients to provide customized tax advisory services.
• Work closely with other tax team members to identify and research complex tax issues.
• Focus on engagement management and operational excellence.
• Develop and train team members to support their career growth.
• Expand technical and professional knowledge through exposure to client interactions, regular self-study, and training opportunities.

Requirements

• 2 years of relevant experience required.
• 1 year of experience supervising and reviewing preferred.
• Experience with high net worth individuals, trusts, and gift reporting preferred.
• Bachelor’s degree in Accounting, Finance, or related field required.
• Eligible to sit for CPA exam preferred.
• Strong problem-solving skills and the ability to confidently present solutions.

Compensation & Benefits

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

Location

• Portland, OR