Oregon Licensed Tax Senior
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Job Summary
To support a high net worth private client group, the full-time salaried Oregon Licensed Tax Senior will prepare and review tax engagements, provide customized tax advisory services, and manage client relationships while working remotely.
Key responsibilities
- Prepare, supervise, and review individual, trust, gift, and related owner pass-through entity engagements
- Partner with clients to deliver tailored tax advisory services and collaborate with team members on complex tax issues
- Focus on engagement management and operational excellence while developing and training team members
Required qualifications
- 2 years of relevant experience required
- 1 year of experience supervising and reviewing preferred
- Experience with high net worth individuals, trusts, and gift reporting preferred
- Bachelor's degree in Accounting, Finance, or a related field required
- Eligible to sit for CPA exam preferred
Complete Job Description
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