Senior Tax Manager

About the role

This is the 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.

Responsibilities

• 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

Requirements

• 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: UltraTax CS, Fixed Assets CS, Planner CSS, SurePrep, CCH Engagement, CanopyTax

Benefits

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. We offer:

• 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

Timing

This position will remain open until filled. We will interview qualified candidates immediately.