About the Role
This role involves leading tax compliance and planning initiatives, overseeing team deliverables, and ensuring accuracy and timeliness in client service while operating in a remote environment.
Responsibilities
- Lead tax compliance and planning engagements for individuals and businesses
- Review federal and state tax returns for accuracy and completeness
- Supervise and mentor junior tax professionals
- Ensure adherence to deadlines and quality standards
- Identify tax-saving opportunities for clients
- Communicate directly with clients to gather information and provide updates
- Collaborate with other departments to support integrated service delivery
- Stay current with changes in tax laws and regulations
- Prepare tax projections and estimates
- Assist in resolving client tax notices and inquiries
- Maintain compliance with firm documentation policies
- Participate in process improvement initiatives
- Support firm-wide training and knowledge sharing
- Conduct quality reviews of team work products
- Coordinate with external advisors when necessary
- Manage client expectations and timelines
- Prepare and present tax planning recommendations
- Ensure proper tax treatment of complex transactions
- Maintain client confidentiality and data security
- Assist in onboarding new clients
Compensation
Competitive salary commensurate with experience
Work Arrangement
Remote with primary focus on Oregon-based clients
Team
Part of a collaborative tax services team within a growing professional services firm
Why This Role Matters
This position plays a key role in delivering accurate and strategic tax solutions to clients while shaping the development of the tax team.
Growth Opportunities
Opportunities exist for increased leadership responsibilities and involvement in firm strategy based on performance and initiative.
Not available for this position
