Tax Manager (Bend, OR)

The role

The Tax Manager leads client relationships and provides tax compliance services to high-net-worth clients. This role involves preparing, reviewing, and delivering income tax returns, tax projections, and analysis.

What you will do

• Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses
• Provide state tax experience for OR, CA, and WA
• Create quarterly estimates and projections
• Communicate with clients on income tax return delivery
• Perform tax research
• Respond to tax questions, estimates, projections, and analysis
• Work with tax staff to respond to tax notices and review correspondence
• Stay up to date on tax law and communicate changes to clients
• Mentor a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists
• All other duties as assigned

Required qualifications

• Minimum 5+ years of public accounting experience, or equivalent experience
• Bachelor’s degree in Accounting or related field
• Strong tax code knowledge and general accounting skills
• CPA and/or EA required
• Highly organized and tax-oriented
• Ability to handle a large volume of activities at one time
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Detail-oriented
• Excellent time-management skills

Nice to have

• Tax return experience within Portland, OR
• Master’s degree in Tax
• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

About the company

Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They are an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.