Tax Manager - Client Services

Job Details

We’re looking for a client-focused tax professional who enjoys building relationships and taking ownership of their work. In this role, you’ll manage a dedicated group of individual and small-business clients while also jumping in on more sophisticated projects alongside senior team members. It’s a great fit for someone who wants meaningful client interaction, room to grow, and the ability to make an impact without the layers of a large firm.

About the role

GREAT Benefits!!!

• 4.5 weeks of PTO as a base line! Most people take off ~8 weeks/year!
• Potential Overtime Pay based on level!
• Hybrid work schedule
• 4% Match on 401k, immediate vesting!
• 100% covered benefits for employees
• Gym stipend!

Qualifications

• 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

Responsibilities

Your Role

• 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.
• Met 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