Logo
Perkins & Co

Tax Manager - HNW/Trust and Estates

Perkins & Co, Portland, Oregon, United States, 97204

Save Job

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. A culture where flexibility and balance add up to success. At Perkins, our leadership team know that public accounting is a demanding profession and is committed to a people-first culture that respects your time, values your contributions, and supports a sustainable career. We believe that when you're set up for success, we all win. That's why our expectations are both clear and reasonable: full-time managers have a target of 1,375 charge hours (2,300 total hours annually), giving you the structure you need without the burnout. During peak season, you can expect to log around 50 charge hours per week, with some weeks trending higher as deadlines approach—but you won't be doing it alone. We collaborate, support each other, and always finish strong together. 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. 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) Compensation and benefits:

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 Perkins & Co is an Equal Opportunity Employer

#J-18808-Ljbffr