Tax Advisor

Title: Tax Advisor

Type: Full-time / Perm / On-site

Location: Portland, OR

Base Salary Range: $125k - $175k/annually, depending on experience.

As one of the country's fastest-growing wealth management firms, our client is seeking a Tax Advisor to join their team in Portland and provide exceptional service impact for high net-worth individuals and their closely held businesses, small business, fiduciary, and related trust, estate, gift, and charitable tax planning and compliance. We are looking for a passionate, talented individual who enjoys developing and maintaining lasting relationships with clients. Our client emphasizes building rapport with their clients, having a deep understanding of their personal and business goals, and providing high-quality tax planning advice using a consultative approach.

Requirements:

• Bachelor’s Degree in Accounting is required.
• Must be a Licensed CPA or JD.
• Master’s Degree in Taxation is preferred.
• 5 years of experience with high-net-worth individuals with assets exceeding $3M and partnership, fiduciary, estate, trust, and gift tax return compliance, preferably from a wealth management and tax (RIA) firm or one of the Big 4's.
• Working knowledge of data collection, data analysis, and evaluation.
• Strong computer skills like Windows, MSFT Office, Excel, and Adobe Acrobat.
• Ability to adapt quickly to new software systems like CCH Axcess Tax and BNA Tax Planner, and tax research tools like BNA Portfolios and RIA Checkpoint.
• Experience with ADP, QuickBooks, and databases like Salesforce is strongly preferred.
• Strong research skills and knowledge in tax-related areas.
• Strong understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements.
• Ability to manage heavy workloads and projects, many on a time-sensitive basis.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to interact with a tight-knit team of firm professionals with a wide range of tax knowledge.
• Highly motivated with the ability to function well in a fast-paced environment with continued growth and development.
• Must (currently) live in Portland, OR and be willing to work fully on-site.

Responsibilities:

• Work directly with high net-worth individuals with assets exceeding $3M and their closely held businesses, consulting and advising them on all of their tax planning and compliance needs, including trusts, estates, partnerships, businesses, fiduciary, and gift taxation.
• Build and maintain personal relationships with clients as the technical tax expert on their tax planning team.
• Assist clients by attending client meetings and delivering clients’ tax plans.
• Support the financial advisory team in tax planning-related functions.
• Actively participate in signing and onboarding new clients to the firm.
• Lead the tax client service team for compliance and tax planning.
• Responsible for final reviews and signing off on tax returns (federal and state income tax returns for high-net-worth individuals with assets exceeding $3M, businesses, partnerships, trusts, and estates).
• Oversee tax projections and tax audits for clients.
• Coach and develop the team through real-time and consistent feedback.