Tax Manager - Client Services

A bit 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?

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!

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.

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.

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.

What You Bring

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

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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