Tax Senior Associate (Remote)

Overview

The organization is seeking a Tax Senior to join its 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 and collaborate 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 client interactions, self-study, and training opportunities.
• Work with a range of clients.

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.

Preferred Qualifications

• Eligible to sit for CPA exam.
• Strong problem-solving skills with the ability to confidently present solutions.

Compensation & Benefits

Comprehensive benefits are offered, including:

• Health, dental, vision
• 401(k)
• Additional benefit options

Equal Opportunity Statement

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.