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.

In this role, you will prepare, supervise, and review tax engagements for individual and related entities, partnering with clients to deliver customized tax advisory services.

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.
• Expand technical and professional knowledge through increased client interaction, self-study, and training opportunities.

Requirements

• 2 years of relevant experience required.
• 1 year 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.
• Must demonstrate problem-solving skills and the ability to confidently bring solutions to the table.

Compensation & Benefits

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

Location

Portland, OR