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Tax Manager / Director - High Net Worth

  • Portland, OR, United States
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Original job description

Tax Manager / Director - High Net Worth

Location: Portland, OR

Overview

A national professional services and CPA firm is hiring a Tax Manager or Director to join its high-net-worth private client group in Portland, Oregon. You will work with a team dedicated to serving high-net-worth clients on income, gift and estate tax planning and lead their tax engagements.

Responsibilities

  • Collaborate with a team dedicated to serving high-net-worth clients
  • Consult with clients on income, gift and estate tax planning
  • Lead, supervise and review tax engagements typical for high-net-worth clients, including complex individual, trust, gift and pass-through entity returns
  • Develop and train team members
  • Build opportunities for clients, communities and people
  • Participate in local industry events and training

Qualifications

  • 6+ years of relevant experience; professional accounting or related experience preferred
  • Experience with high-net-worth individuals, trusts, pass-through entities and gift reporting preferred
  • Bachelor's degree required (accounting, finance or related preferred)
  • CPA required (EA or JD may be accepted in lieu of CPA)

If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.

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Skills

  • CPA
  • Reporting

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