Tax Advisor

Overview

A rapidly growing financial services firm, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to over $8B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next four years and to continue opening offices across the country.

We provide financial guidance and execution of an integrated strategy of investments + tax + financial planning to high-net-worth individuals, families, non‑profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and research and years of hands‑on experience to help investors grow and protect their wealth.

Our market is comprised of high‑income tax bracket individuals and business owners, where our expertise in tax planning and tax‑sensitive investing provides added value.

We are seeking a talented tax professional to join the firm's tax practice. As a Tax Manager, you will be expected to be the lead team member for tax compliance and tax planning for some of the firm's clients.

• Review and sign off on federal and state tax returns for individuals, trusts, estates, non‑profits, corporations, and partnerships
• Manage existing and build new client relationships
• Oversee tax planning strategies for clients and run tax projections
• Prepare internal memos, written tax guidance, and correspond with IRS and state tax authorities
• Support and collaborate with the advisory team on tax planning related functions
• Manage workflow, budgets, and billings
• Evaluate and develop processes and procedures to improve tax department efficiency

• Minimum 5 years of public accounting experience with an extensive background in taxation
• CPA or JD required;
  Master's in taxation preferred
• Ability to manage multiple client engagement and projects
• Proficiency in or ability to adapt quickly to new tax software and research tools (i.e., CCH Axcess Tax, BNA Income Tax Planner, and CCH Intelli Connect)
• Excellent written and verbal communication skills
• Strong research and analytical skills
• Willingness and desire to be part of a team

• Competitive salary with opportunities for additional commission‑based compensation and bonuses

• Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
• 401(k) Plan with match

We are truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them.

We are a hard‑working, high‑performance, no‑excuse team of 30 professionals who together want to take charge of our careers alongside the opportunity that we offers.

Full‑time

Portland, OR 97205 (Required)

In person

Do you have your CPA or JD?