Tax Manager (CPA or EA or LTC)

Independent Management of Assigned Client Book

Pacific Northwest Tax Service — Portland, OR

Salary: $115,000–$145,000 (DOE)

In‑office | Portland, OR

The Opportunity

We are hiring a Tax Manager who can take full ownership of an assigned client book and manage engagements from start to finish. This role is built for someone who works best with autonomy — preparing and reviewing core return types independently, leading client meetings, making technical and workflow decisions, and ensuring deadlines and quality standards are consistently met.

You will serve as the primary point of contact for your clients, manage communication throughout each engagement, and maintain control over scope, expectations, and delivery. This is a hands‑on, production‑focused position where you manage your own work, your own clients, and your own outcomes.

As a boutique firm, you work directly with leadership, avoid layers of bureaucracy, and maintain full ownership of your client relationships from beginning to end.

Work Environment

This is an in‑office role to support direct client contact and collaboration.

• Extended hours during tax season 50 – 55 hours per week
• Outside tax season: ~35 hours per week
• No business development or client origination required

What You’ll Do

Core Tax Work

• Sign, prepare and review 1040, 1065, 1120S, 1120 returns — mandatory
• Experience with additional return types such as 990, 1041, 706, 709, or foreign reporting is welcome but not required. We offer higher‑level work to those who enjoy specialty areas and want to expand their technical depth.

Client Management & Advisory

• Serve as the primary point of contact for your assigned client book
• Lead tax planning and advisory (entity structuring, estimated tax, SALT, multi‑state, transactions)
• Conduct full walkthroughs of completed returns with clients
• Set expectations, control scope, and protect margins

Engagement Ownership

• Manage all communication, preparation, review, and delivery independently
• Resolve notices, mismatches, and escalations with minimal oversight
• Manage deadlines, extensions, and workflow to ensure timely delivery
• Review WIP, approve billing, and communicate fees when needed
• Maintain quality control and consistency across engagements

Team Support

• Mentor staff through review notes and technical guidance
• Support staff development when appropriate

Required Experience

• Active CPA or EA or Oregon Licensed Tax Consultant license

· 5 years progressive public accounting experience

• Strong technical depth in 1040, 1065, 1120 and 1120S — mandatory
• Ability to independently manage and grow a client book
• Demonstrated experience leading client appointments independently (planning, walkthroughs, scope control)
• Proven ability to manage client communication without supervision — email, phone, and in‑person meetings
• Comfort handling difficult conversations with clients (balances due, notices, scope changes)
• Clear, direct communication and consistently accurate work
• Comfort with technology and paperless workflow

Compensation & Benefits

• $115,000–$145,000 salary (DOE)
• Paid vacation and holidays
• 401(k) with employer match
• Health and dental insurance
• CPE support and paid continuing education time
• In‑office team environment with direct client contact

How to Apply

Send your resume and a brief note describing:

• Your experience with 1040, 1065, 1120 and 1120S
• The types of clients and engagements you’ve owned
• Why a boutique firm is the right next step for you

Pacific Northwest Tax Service is an Equal Opportunity Employer.

Pay: $115,000.00 - $145,000.00 per year

Benefits:

• 401(k)
• Life insurance
• Work from home

Work Location: In person

Salary : $115,000 - $145,000