Tax Manager - HNW/Trust and Estates
We are looking for a seasoned tax manager to join our high net worth and legacy planning practice. To be successful in this role you should have substantial experience working with high net worth individuals and the trust and estate issues that often go hand in hand with those types of returns. Of course, it doesn’t hurt if you also have some exposure to pass through entities, but that’s not essential. If you want to work with a high performing, super collaborative team, we want to hear from you!Work whenever and wherever you want.We don’t just accommodate remote work, we invite it, support it, and celebrate it. Our tax and audit teams may be spread across the country, but they work together seamlessly and successfully. While a local candidate is preferred for this role, we will still consider nonlocal candidates. The expectation is the same whether you live locally or not - to come together at various points in the year for firm events and team collaboration. We trust you to get your work done, whether you’re in person, hybrid, or fully remote.A culture where flexibility and balance add up to success.Our leadership team knows that public accounting is a demanding profession, which is the very reason for our ‘people-first’ culture. What works best for you works best for us.Perkins empowers its staff with reasonable expectations around working hours: Full-time managers have a goal of 1375 charge hours (2300 total hours), generally without the expectation that you’ll work weekends—unless that’s your thing. We're working hard to get busy season hours down to an average of 50 hours/week.Time off to recharge.Empowering our staff with ample time off is central to how we operate and an important component to giving you the time you need to recharge. In addition to 5 weeks of PTO, enjoy 14.5 paid holidays and paid leave options, including parental leave.A smart move for your career.Join our team, and you’ll work with a damn good group of seasoned accounting professionals who thrive on a culture of respect, support, and being refreshingly easygoing, without sacrificing crucial career development and experience.We’ll give you the tools and resources to do your best work and mentorship programs that go above and beyond standard training, including self-selected development courses and career coaches. Our open-door policy gives you easy access to leadership, and our “choose your own adventure” approach to career development allows you to grow your career the way you want. We invite you to focus on your passions, promote you when you’re ready, and celebrate each career milestone you experience with us.What makes you a fit for this role?
- Must be a licensed CPA (active)
- Strong experience working with high net worth individual clients and trust/estate issues; Review experience of forms 1040,1041 and appropriate forms and schedules is required.
- Experience with Forms 706 and 709 and reviewing closely held pass through entity returns preferred
- 5+ years of recent experience in public accounting that includes 2 in a manager capacity, working in a paperless environment, reviewing complex returns, researching complex tax issues, managing client relationships, supervising project teams, and collection of accounts receivable
- Excellent communication skills including a proven ability to give and receive positive and constructive feedback
- Organized, detail-oriented, and ability to solve problems (critical thinker)
- Collaborative approach to getting work done, shares knowledge, and seeks knowledge of others as appropriate
- Embraces new/changing technology; adept at using MS Office (Word, Excel, Outlook, Teams) and tax software (preferably CCH Axcess & Engagement)
- Salary range is $121K - 140K annually, varying DOE. Compensation may be adjusted for those who live in areas with a higher cost of labor than Portland, OR
- 401(k) profit sharing plan; immediate vesting of employer contributions
- 14.5 paid holidays, 5 weeks of paid time-off (PTO), Paid Family and Medical leave
- Incentive plan for sales leads
- #1 Most Admired Accounting firm in Oregon & SW Washington. 17 years on Oregon's Most Admired Companies list (Portland Business Journal)
- A Most Diverse Accounting Firm in Portland Metro (Portland Business Journal)
- Best of Accounting Diamond Award Winner for Exceptional Client Service (ClearlyRated)
- Largest women-owned accounting firm in Oregon & Clark and Skamania counties, WA (Portland Business Journal)
- 7th largest women-owned business in Oregon & Southwest Washington (Portland Business Journal)
- America's Best Tax and Accounting Firms (Forbes)
- America's Most Recommended Tax and Accounting Firms 2024 (USA Today)
- Accounting Today's 2024 Firms to Watch & Regional Leader (PNW)
- We AAM to Serve award for Corporate Philanthropic Efforts (Association for Accounting Marketing)
- Best Accountant of Portland (Willamette Week reader's poll)