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Tax Advisor/Tax Manager (CPA or JD) at S Piper Staffing LLC Tax Advisor/Tax Manager (CPA or JD) at S Piper Staffing LLC in Portland, Oregon Posted in about 21 hours ago.

Type:

full-time

Title:

Tax Advisor/Tax Manager (CPA or JD)

Type:

Full-time / Perm /

On-site Location:

Portland, OR Base Salary Range:

$125k - $175k/annually, depending on experience.

Overview:

As one of the country's fastest-growing wealth management firms, our client is seeking a Tax Advisor to join their team in Portland and provide exceptional service impact for high net-worth individuals and their closely held businesses, small business, fiduciary, and related trust, estate, gift, and charitable tax planning and compliance. We are looking for a passionate, talented individual who enjoys developing and maintaining lasting relationships with clients. Our client emphasizes building rapport with their clients, having a deep understanding of their personal and business goals, and providing high-quality tax planning advice using a consultative approach.

Requirements:

Bachelor's Degree in Accounting is required. Must be a Licensed CPA or JD. Master's Degree in Taxation is preferred. 5+ years of experience working directly with high-net-worth individuals with assets exceeding $3M and partnership, fiduciary, estate, trust, and gift tax return compliance, preferably from a wealth management and tax (RIA) firm or one of the Big 4's. Working knowledge of data collection, data analysis, and evaluation. Strong computer skills like Windows, MSFT Office, Excel, and Adobe Acrobat. Ability to adapt quickly to new software systems like CCH Axcess Tax and BNA Tax Planner, and tax research tools like BNA Portfolios and RIA Checkpoint. Experience with ADP, QuickBooks, and databases like Salesforce is strongly preferred. Strong research skills and knowledge in tax-related areas. Strong understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements. Ability to manage heavy workloads and projects, many on a time-sensitive basis. Excellent written, verbal, and interpersonal communication skills. Ability to interact with a tight-knit team of firm professionals with a wide range of tax knowledge. Highly motivated with the ability to function well in a fast-paced environment with continued growth and development. Must (currently) live in Portland, OR and be willing to work fully on-site.

Responsibilities:

Work directly with high net-worth individuals with assets exceeding $3M and their closely held businesses, consulting and advising them on all of their tax planning and compliance needs, including trusts, estates, partnerships, businesses, fiduciary, and gift taxation. Build and maintain personal relationships with clients as the technical tax expert on their tax planning team. Assist clients by attending client meetings and delivering clients' tax plans. Support the financial advisory team in tax planning-related functions. Actively participate in signing and onboarding new clients to the firm. Lead the tax client service team for compliance and tax planning. Responsible for final reviews and signing off on tax returns (federal and state income tax returns for high-net-worth individuals with assets exceeding $3M, businesses, partnerships, trusts, and estates). Oversee tax projections and tax audits for clients. Coach and develop the team through real-time and consistent feedback.