Tax Manager - Client Services

This Jobot Job is hosted by: Emily Bohanon

About us

We are a long-established Oregon accounting firm with decades of experience providing tax, accounting, and advisory services to individuals and businesses. Rooted in a people-first, relationship-driven culture, we focus on delivering thoughtful, reliable guidance that helps clients plan, grow, and navigate financial complexity. Our team values collaboration, integrity, and long-term partnerships—and we’re looking for professionals who share that commitment.

Why join us

• 4.5 weeks of PTO as a baseline (most people take ~8 weeks/year)
• Potential overtime pay based on level
• Hybrid work schedule
• 4% match on 401k with immediate vesting
• 100% covered benefits for employees
• Gym stipend

Responsibilities

• Take the lead on a portfolio of clients, overseeing preparation, review, and overall service delivery
• Partner with senior advisors on complex engagements and multi-entity structures, contributing technical insight and ensuring seamless execution
• Meet with clients to walk through results, discuss planning opportunities, and help them stay ahead of tax considerations
• Produce high-quality, accurate work while maintaining a consistent, proactive communication style
• Bring ideas that improve the client experience and enhance internal processes
• Participate in firm initiatives, professional development, and teamwide improvements as the practice continues to evolve

Requirements

• Active CPA, EA, or Oregon LTC (required)
• 5–10 years of hands-on tax experience and direct client interaction
• Confidence managing relationships independently and guiding clients through decisions
• Strong communication, analytical thinking, and a service-oriented mindset
• A collaborative attitude with interest in mentorship, learning, and long-term growth
• Experience with tools such as UltraTax CS, Fixed Assets CS, Planner CS, SurePrep, CCH Engagement

Pay

$85,000 - $135,000 per year