Senior Tax Manager

A full-service Certified Public Accounting and advisory firmlicensed in Idaho and Oregon, Perry and Associates offers its clientsaccounting expertise with an individualized approach — the capabilities of alarger company with the personal service of a boutique firm. We go to greatlengths to ensure we are always there for our clients. From professional to personal accounting needs, our mission is to be an expert advisor, and atrusted friend throughout the process.
Perry and Associates has earned a reputation for exceptional work, responsive service, and a down-to-earth philosophy. We love what we do —empowering our clients’ long-term success with proactive, effective accountingas well as sound financial advice. We draw from years of specialized expertise to provide a full range of professional accounting, advisory, and tax services for individuals and businesses in need of accurate advice and financialconfidence.

This is a remote position.

POSITION SUMMARY

The Senior Tax Manager is a trusted advisor and team leader who guides client relationships, oversees complex tax engagements, and helps advance Sawtooth’s advisory-focused practice. This role partners with business owners, individuals, families, and other key clients to deliver strategic tax planning, technical excellence, and year-round guidance that goes beyond return preparation. The Senior Tax Manager manages a portfolio of engagements, reviews technical work, develops advisory opportunities, mentors team members, and supports the firm’s continued growth.

Position has potential to be remote, though preference would be in-office (Enterprise, Oregon or Ketchum, Idaho), or hybrid due to role in firm leadership. Only individuals eligible to work in the United States without sponsorship will be considered.

KEY RESPONSIBILITIES

• Manage a portfolio of individual, business, trust, and fiduciary tax clients.
• Review tax returns, work papers, and other deliverables to ensure accuracy, quality, and compliance.
• Lead tax planning engagements and develop customized strategies that align with client goals.
• Serve as primary relationship manager for assigned clients and key accounts.
• Research and resolve complex federal, state, and local tax issues.
• Advise clients regarding entity selection, compensation strategies, retirement planning, succession planning, transactions and other tax-sensitive matters.
• Manage engagement budgets, deadlines, workflows, and resource allocation.
• Coach, mentor, and develop Tax Advisors and Tax Preparers, and other team members; review staff work, provide constructive feedback, and support professional development.
• Identify opportunities for additional tax, advisory, and planning services that create value for clients.
• Support business development activities through networking, referrals, and relationship building efforts.
• Contribute to firm leadership initiatives, process improvements, and strategic planning efforts
• Stay current on evolving tax laws, industry developments, and best practices.

The successful candidate:

• Builds trusted client relationships that strengthen retention and firm growth.
• Delivers accurate, high-quality work with sound technical judgment and minimal risk.
• Identifies proactive planning and advisory opportunities that create measurable client value.
• Develops team members while promoting accountability, collaboration, and continuous improvement.
• Manages multiple engagements while meeting deadlines, profitability goals, and professional standards.

Trusted advisor:builds deep client relationships and delivers thoughtful recommendations that support long-term success.

Leadership: inspires confidence, develops talent, and promotes accountability across the team.

Client-focused:…