Tax Advisor

Company Overview A rapidly growing financial services firm, currently directing the financial lives and managing assets for hundreds of individuals and businesses. Since opening in 2006, we have organically grown to over $8B in AUM through steady referrals from our clients and business partners. Our goal is to reach $10B in the next four years and to continue opening offices across the country. We provide financial guidance and execution of an integrated strategy of investments, tax, and financial planning to high-net-worth individuals, families, non‑profit organizations and company retirement plans. Our market is comprised of high‑income tax bracket individuals and business owners, where our expertise in tax planning and tax‑sensitive investing provides added value. Job Description We are seeking a talented tax professional to join the firm's tax practice. As a Tax Manager, you will be the lead team member for tax compliance and tax planning for some of the firm's clients. Key Responsibilities Review and sign off on federal and state tax returns for individuals, trusts, estates, non‑profits, corporations, and partnerships. Manage existing and build new client relationships. Oversee tax planning strategies for clients and run tax projections. Prepare internal memos, written tax guidance, and correspond with IRS and state tax authorities. Support and collaborate with the advisory team on tax planning related functions. Manage workflow, budgets, and billings. Evaluate and develop processes and procedures to improve tax department efficiency. Qualifications Minimum 5 years of public accounting experience with an extensive background in taxation. CPA or JD required; Master's in taxation preferred. Ability to manage multiple client engagements and projects. Proficiency in or ability to adapt quickly to new tax software and research tools (e.g., CCH Axcess Tax, BNA Income Tax Planner, and CCH IntelliConnect). Excellent written and verbal communication skills. Strong research and analytical skills. Willingness and desire to be part of a team. Compensation Competitive salary with opportunities for additional commission‑based compensation and bonuses. Benefits Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company. 401(k) Plan with match. Paid time off. Life insurance. Disability insurance. Health insurance. Vision insurance. Culture We are truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we cultivate an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic in those around them. We are a hard‑working, high‑performance, no‑excuse team of 30 professionals who together want to take charge of their careers and the opportunities we offer. Location & Commute Portland, OR 97205 (Required) – Work Location: In person. Job Type: Full‑time. #J-18808-Ljbffr