Senior Client Manager

Join a fast-growing, progressive team shaping the future of tax advisory in high-growth industries. About Us Calyx CPA LLC is a boutique tax and accounting firm specializing in the unique needs of plant medicine companies. It offers comprehensive business consulting, entity advisory, tax planning, and tax preparation services to companies across the U.S. We're based in southern Oregon, but we have remote staff and clients located across the U.S. We're a friendly group of about 18 individuals (and growing fast) and we value integrity, advocacy, commitment, and care for both our clients and teammates. The Opportunity We're looking for a Senior Tax & Client Advisory Manager who wants to step into a leadership role where communication, strategic thinking, and relationship-building matter most. This is not a production-heavy tax prep role. Its about managing a portfolio of high-value clients, leading a team of professionals, and delivering meaningful results through smart tax planning and clear guidance. You'll work closely with the Senior Production Manager and your team to provide exceptional service to our A and B class clients, with the support of a full production team. You'll be the face of the relationship and the person clients turn to for insight, strategy, and support. Key Responsibilities Lead relationships with A and B class clients, providing high-level tax, accounting, and business guidance. Communicate complex tax concepts in accessible language for a wide variety of client types. Collaborate with the Senior Production Manager to finalize deliverables and workflows. Mentor and guide your team: Assistant Client Manager, Production Manager, tax and bookkeeping staff. Conduct strategic client meetings on tax planning, entity structuring, business operations, and more. Support team performance through feedback, training, and clear leadership. Conduct semi-annual performance reviews for your team members. Contribute to a culture of professionalism, learning, and client-centered service. What Success Looks Like Built strong, trust-based relationships with your client portfolio. Delivered high-level tax planning recommendations that saved clients money and stress. Developed team members by reviewing their work, sharing knowledge, and encouraging growth. Created efficiencies in communication and workflow between you, your team, and your clients. Must-Have Qualifications 5-15 years of experience working directly with clients and managing teams in a tax/accounting environment. CPA or EA designation. Strong interpersonal skills; natural communicator and relationship-builder. High-level knowledge in reviewing and finalizing returns for S-Corps, C-Corps, Partnerships, and Individuals. Ability to analyze financial statements and identify tax strategy opportunities. Comfortable leading both clients and staff with empathy and authority. Nice to Have Knowledge of cannabis or psilocybin industry regulations and challenges. Proficiency with tools like QuickBooks, Lacerte, Microsoft Office, Xero, etc. Experience managing businesses with $1M$20M in gross revenue. Familiarity with depreciation, passive activity losses, Section 179, and capital gains planning. Experience with payroll and bookkeeping workflows. Salary: $125,000 $200,000 annually (DOE) Annual Bonus: Based on company profitability Retirement: SIMPLE IRA with 3% company match Time Off: Office closes twice a year for ~3 weeks (winter + summer) Unlimited PTO (planned absences outside closures limited to 2 consecutive weekdays) 6 weeks paid parental leave at 50% salary Company-paid CPE & licensure maintenance Culture & Events: Casual, down-to-earth team environment Annual company gathering (travel paid for employee + one companion) Opportunity to attend industry conferences (e.g., MJBizCon) Work Schedule & Location Schedule: MondayFriday, 8:00 AM 5:00 PM PT Location: Medford, Oregon or Remote (U.S.-based) Why Join Us We're a mission-driven, growing firm working at the frontier of emerging industries. If you want to do meaningful work in a fast‑evolving spacewith great clients, a supportive team, and leadership that values balancethis is the place. Youll make a difference here. How to Apply Submit your resume and a short note about why this opportunity excites you. If you're up for it, include a short video message introducing yourself (optional but appreciated). #J-18808-Ljbffr