Tax Manager

Job Description

Job Description

Tax Manager – Opportunity & Job Description

Company: VergePointe, LLP

Position: Tax Manager

Location: Lake Oswego, OR (In Office)

Position Type: Full-Time

Executive Summary & Opportunity Overview

VergePointe, LLP is seeking an experienced, forward-thinking Tax Manager to work in our tax practice and serve as a trusted advisor to high-net-worth individuals, business owners, and complex commercial entities.

Unlike traditional public accounting firms that operate in silos, VergePointe integrates elite tax strategy, wealth management (through our SEC registered RIA VergePointe Wealth Management, LLC), corporate finance, and accounting services under one roof (and VergePointe Capital, LLC also offers private equity and real estate for our investors). As Tax Manager, you will not simply work on compliance—you will help drive sophisticated planning, work with a talented team, and directly influence the financial growth and success of our clients. 

This role is one of a player/coach where you will be expected to be hands on with the tax return production and planning. While we do have admin staff and several other CPA staff members, the firm does not have a pyramid management structure. This role offers a clear runway for control of your own career while directly serving clients. This role will collaborate directly with clients and Partners of the firm. The firm has a collaborative environment where entrepreneurial thinking and quality of life are genuinely valued.

About VergePointe, LLP

Founded on the principle of delivering seamless, multi-disciplinary financial solutions, VergePointe brings together tax experts, wealth advisors, and transaction experts to serve closely held businesses, entrepreneurs, and affluent families. We pride ourselves on a proactive, client-first culture that combines the technical depth of a large regional firm with the agility, high-touch service, and personal relationships of a boutique practice.

Role Overview

As a Tax Manager, you will take full responsibility for technical standards and tax research, high-level planning, and client coordination. You will collaborate closely with partners of the firm to deliver holistic financial strategies and to serve our clients. You will have a limited number of direct reports and some of the work will come from your own desk. This is a role that demands action and ideas rather than overreliance on delegation. We also don’t send any of our information overseas and don’t intend to outsource the planning or preparation of our tax work. We also don't anticipate selling our firm to a national roll up or private equity.

Key Responsibilities

Strategic Tax Advisory & Planning

• Lead high-level tax planning, consulting, and compliance strategies for high-net-worth individuals, multi-tiered pass-through entities (S-Corps, LLCs, Partnerships), C-Corporations, estates, and trusts.
• Structure complex business transactions, including mergers and acquisitions, business sales, real estate exchanges, and succession planning.
• Monitor changing local, state, and federal tax legislation to proactively advise clients and internal team members on risks and opportunities.

Leadership & Operations

• Participate in operations of the tax practice, ensuring efficiency, profitability, and compliance with professional standards.
• Collaborate with others on workflow, scheduling, and engagement economics.
• Maintain and enhance quality control procedures, technical review standards, and firm risk management.

Client Relationship & Cross-Disciplinary Collaboration

• Assist Partners as a primary tax expert in our high-touch client relationships, understanding their broader personal and business goals and applying your best professional thoughts to help the clients achieve their goals.
• Partner directly with VergePointe Partners to deliver fully integrated wealth, estate, and business planning strategies.

Qualifications & Key Attributes

• Education & Credentials: Active CPA (Certified Public Accountant) license required. Master’s in Taxation (MST) or Juris Doctor (JD/LLM in Tax) is a plus.
• Experience: 7-10 years of progressive tax experience in public accounting, with at least 3 years in a Manager or above capacity.
• Technical Expertise: Deep experience with complex pass-through entities, individual tax planning for ultra-high-net-worth clients, estate/gift/trust planning, and state & local tax (SALT) considerations.
• Leadership Skills: Proven track record of growing, developing, and retaining high-performing tax teams.
• Communication & Vision: Exceptional communication skills with the ability to translate complex tax strategies into actionable advice for business owners and executives.

What We Offer

• Competitive Executive Compensation: Generous base salary with incentive/performance bonuses tied to practice growth metrics.
• Career Path: Direct path to Partnership / Equity ownership structure based on production and performance and fit with the team and partners.
• Comprehensive Benefits: Premium medical, dental, vision, 401(k) match, and profit-sharing options.
• Work-Life Balance: Lower volume of tax work compared to most firms and competitive paid time off (PTO) policy designed to support long-term sustainability.
• Collaborative Culture: A team-oriented environment with cross-functional integration alongside wealth managers other advisors.

 

 

 

\nCompany Description

Company Overview:
VergePointe, based in Lake Oswego, Oregon, is a multi-family office dedicated to helping successful entrepreneurs, real estate investors, and high-net-worth families manage their entire net worth. For over 30 years, VergePointe has provided comprehensive, customized advice through its three core areas:
· Family Office Services: Holistic wealth management, tax and estate planning and related services, and investment strategies tailored to individual and family goals.
· Private Equity: Investing in established private companies through buyouts, recapitalizations, and growth equity and mezzanine transactions as well as partnering with proven management teams.
· Real Estate: Focused on land development, single family and multifamily building projects in Clackamas, Washington, Yamhill and Clark counties.

Company Description

Company Overview:\nVergePointe, based in Lake Oswego, Oregon, is a multi-family office dedicated to helping successful entrepreneurs, real estate investors, and high-net-worth families manage their entire net worth. For over 30 years, VergePointe has provided comprehensive, customized advice through its three core areas:\n· Family Office Services: Holistic wealth management, tax and estate planning and related services, and investment strategies tailored to individual and family goals.\n· Private Equity: Investing in established private companies through buyouts, recapitalizations, and growth equity and mezzanine transactions as well as partnering with proven management teams.\n· Real Estate: Focused on land development, single family and multifamily building projects in Clackamas, Washington, Yamhill and Clark counties.