Senior Tax Lead

Senior Tax Lead

We are seeking an accomplished and dynamic Senior Tax Lead to join our firm of more than 70 years. This is a cornerstone leadership role within our tax department, ideal for an experienced professional at the prime of their career who thrives at the intersection of client service, technical excellence, and team leadership.

You'll lead a complex portfolio of clients as the signing preparer and trusted advisor, while also mentoring staff, shaping firm processes, and driving strategic initiatives.

• Manage a high-value, diversified book of individual and business clients, delivering solutions that reflect technical excellence and deep understanding.
• Lead tax planning and strategic advisory conversations, ensuring quality outcomes for clients and the firm.
• Oversee preparation and review workflows across a team of associates and preparers, championing quality assurance in every client engagement and internal process.
• Serve as signing preparer for complex engagements while ensuring quality and compliance.
• Mentor staff, supporting their professional growth and development.
• Partner with firm leadership on business development, process improvement, and advisory strategy, contributing to the ongoing growth of the firm.

• Bachelor’s degree in Accounting, Finance, Business or relevant field;
  Master’s degree a plus.
• CPA credential or EA, LTC (Oregon) (required).
• 10+ years of progressive experience in tax and advisory services.
• Demonstrated success leading client relationships and managing teams.
• Advanced technical skills and the ability to translate complex concepts into actionable advice.
• Leadership presence, emotional intelligence, and a genuine interest in mentoring.
• Entrepreneurial mindset with interest in potential firm leadership growth.
• Experience with our current product suite a plus:
  Ultra Tax CS, Fixed Assets CS, Planner CS, Sure Prep, CCH Engagement, Canopy Tax.

• Average 55-hour work weeks during tax season – sustainable peak workloads, not burnout.
• Flexible work model – use the PTO and have life outside of work.
• Hybrid opportunities once established.
• Visibility and impact – work directly with firm leadership on key initiatives.
• Locally owned and managed – your voice matters and your work is seen.
• Long-term opportunity – potential to help shape the firm’s future and mentor its next generation.
• Benefits Package – Health Insurance, Disability Insurance, 401(k), PTO.

We combine a legacy of trusted service with a modern approach to flexibility and collaboration. Our team is committed to technical excellence, quality in every engagement, meaningful professional relationships, and opportunities for growth. We offer a supportive environment where your contributions are valued and your career can flourish.

Base pay range: $120,000 - $170,000 per year.