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 and 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 help them build inspired careers.
• Expand technical and professional knowledge through greater exposure to client interactions, regular 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.
• Strong issue-solving skills and confidence bringing solutions to the table.

Preferred Qualifications

• Eligible to sit for CPA exam.
• Experience with high net worth individuals, trusts, and gift reporting.
• Experience supervising and reviewing.

Compensation & Benefits

Comprehensive benefit options including:

• Health, dental, and vision
• 401(k)
• Additional benefits (as provided by the organization)

Location

• Portland, OR