Oregon Licensed Tax Manager

Job Summary

A company is looking for a Tax Manager specializing in high net worth and legacy planning.

Key Responsibilities

• Manage tax planning and compliance for high net worth individuals and their estates
• Review and supervise the preparation of complex tax returns, including Forms 1040, 1041, 706, and 709
• Lead project teams, manage client relationships, and mentor junior staff members

Required Qualifications

• Must be a licensed CPA (active)
• 5+ years of recent public accounting experience, including 2 years in a managerial role
• Experience with trust and estate tax issues, and reviewing complex tax returns
• Familiarity with tax software, preferably CCH Axcess & Engagement
• Ability to work in a paperless environment and manage accounts receivable