Senior Tax Manager
At a glance
Senior Tax role at capstone. Bend · full-time · no salary stated · we estimate $101,350–$170,000 across the United States.
capstone has not published a salary for this role. The figure below is our estimate, not theirs.
financeroles summary, based on the employer's posting.
What you'll do
- Apply federal and state tax rules to shape outcomes for business, fiduciary and individual clients
- Prepare and check tax filings, then build tax plans for clients across those three areas
- Meet with current and prospective clients regularly to discuss their needs
- Build lasting client relationships and bring in new business through those connections
What you bring
- You hold an active CPA license
- You bring at least seven years of tax experience
- You can work directly with clients and staff, with strong ownership and attention to detail
Who this fits
This senior role is based in the Bend, Oregon office and includes regular client meetings. It suits a CPA who wants hands-on client and staff work, with a stated path to partnership and an immediate client handoff from a retiring partner. Relocation assistance is offered.
From the employer
About Us
We are a fast-growing CPA firm with 16 offices across the western U.S. providing tax planning and advisory services supported by audit, bookkeeping, and payroll services. Through strong partnerships with financial advisors and attorneys, we deliver a fully integrated client experience.
The Job
We are looking for an experienced CPA to add to our dynamic team of professionals in our Bend, OR office. This is a high-impact role offering a clear path to partnership, including immediate client transition from a retiring partner.
Qualifications for this position:
- Current CPA License
- Minimum 7+ years tax experience
- Someone with a desire and ability to work directly with clients and staff
- High ownership mindset and strong attention to detail
What do we need you to do?
- Apply your solid knowledge of current federal and state tax laws to provide great tax outcomes for our clients.
- Prepare and review tax returns and develop tax strategies for business, fiduciary, and individual tax clients.
- Meet with new and existing clients on a regular basis.
- Utilize your exceptional interpersonal skills to form lasting relationships with our current clients and create opportunities to expand our business with new clients.
What's in it for you?
- Flexible, growth-oriented environment with real leadership opportunities
- Clear path to partnership
- Competitive wages, generous paid time off, and paid holidays.
- Growing organization that is looking for people who want to do better for themselves, their teammates and their clients. If you love helping others be successful, this is the job for you.
- Relocation assistance
Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! If this sounds like what you're looking for, we encourage you to apply. Pay determined based on experience and education.
Benefits:
- 401(k) match
- 100% company-paid health, dental, vision Insurance
- Company-paid life Insurance
- Flexible Spending Account
- HSA & FSA
- Flexible schedule
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