Tax Manager (Bend, OR)
Core
Lead client relationships and prepare/review/deliver income tax returns, projections, and analysis for high-net-worth individuals, trusts, and businesses.
Role type
Senior Tax Manager (Individual & Entity)
Builds
Tax compliance services and financial planning support for high-net-worth clients
Domain
Wealth Management / Tax Services
Required skills
Individual and entity tax preparation, State tax allocation (OR, CA, WA), Tax research, Client communication, Team mentoring, Tax law updates
Preferred skills
Portland, OR experience, CCH Axcess/Workflow/SafeSend proficiency, Master's in Tax
Technologies
CCH Axcess, CCH Workflow, CCH SafeSend
Responsibilities
Prepare, review, and sign tax returns for high-net-worth clients; Create quarterly estimates and projections; Mentor tax staff; Communicate tax law changes to clients; Respond to tax notices and correspondence.
Seniority
Senior, hands-on IC with mentoring responsibilities