Experienced Tax Staff - Trust and Estate

About the Firm

Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries.

Full-time

Portland, OR

Experienced Tax Staff

Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries.

At Geffen Mesher, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager.

We are seeking an Experienced Tax Staff who takes ownership of assigned work, manages expectations, meets deadlines, and proactively communicates status, conflicts, and risks. This role applies foundational accounting and tax knowledge to prepare accurate, client-ready deliverables, exercises professional skepticism and attention to detail, and builds strong working relationships with internal team members.

This position is responsible for supporting and executing a wide range of tax compliance, planning, and research activities for business and individual clients. The Experienced Tax Staff demonstrates proficient technical skills, manages multiple engagements efficiently, and communicates professionally across channels to deliver high-quality client service. This position offers exposure across service lines and opportunities to develop either specialized or broad-based expertise while investing in continuous professional growth.

At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for the Experienced Tax Staff is $70,000-$80,000.

• 401k with a 3% employer contribution
• Discretionary profit sharing of up to 4.5% annually
• Medical, dental, and vision insurance. We cover 100% of the individual medical premium!!!
• Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave
• Hybrid work options
• Flexible working hours in the summer, Fridays are optional!
• Incentive plan for sales leads
• Generous Employee Referral Program

Complete routine tax return preparation engagements, including understanding engagement scope, setting timelines, monitoring budgets, and communicating issues or out-of-scope work to the appropriate team member.

Assist with routine business and individual tax returns, estimates, projections, and related work papers in accordance with firm standards and applicable tax law.

Conduct tax research and draft clear, well-organized memorandums outlining facts, issues, conclusions, and supporting analysis.

Assist with annual tax compliance, including planning, projections, extensions, responses to tax notices, and calculation of quarterly estimated payments.

Take ownership of service delivery by managing…