Senior Tax Advisor & Practice Leader; Remote​/Hybrid

A full-service Certified Public Accounting and advisory firm licensed in Idaho and Oregon, Perry and Associates offers its clients accounting expertise with an individualized approach — the capabilities of a larger company with the personal service of a boutique firm. We go to great lengths to ensure we arealways there for our clients. From professional to personal accounting needs, our mission is to be an expert advisor, and a trusted friend throughout the process.

Perry and Associates has earned a reputation for exceptional work, responsive service, and a down-to-earth philosophy. We love whatwe do — empowering our clients’ long-term success with proactive,effective accounting as well as sound financial advice. We draw fromyears 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 financial confidence.

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:…