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.

As a Tax Senior, you will prepare, supervise, and review individual and related tax engagements while partnering with clients to provide 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 to support their career growth.
• 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.
• Demonstrated problem-solving skills and ability to confidently bring solutions to the table.

Compensation & Benefits

Benefits include options such as:

• Health, dental, and vision
• 401(k)
• Much more

Location

Portland, OR