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.

This role supports a range of tax advisory and compliance services for individuals, trusts, and related entities, with a focus on engagement management and operational excellence.

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 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 client interactions, 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.

Preferred Qualifications

• Experience in high net worth individual and trust/gift reporting.
• Strong problem-solving skills and confidence bringing solutions to the table.
• Interest in a firm environment that supports and fosters career goals.

Compensation & Benefits

Comprehensive benefits options include:

• Health
• Dental
• Vision
• 401(k)
• Much more

Location

Portland, OR