Tax Manager
At a glance
Manager-level Tax role at capstone. Portland · full-time · no salary stated · we estimate $97,588–$149,112 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
- Prepare and check complex tax filings, then shape tax plans for business, fiduciary and individual clients
- Research difficult tax questions and apply federal and state rules to client work
- Meet with current and prospective clients regularly to understand needs and build lasting relationships
- Guide tax staff and senior staff through workflow while maintaining quality and engagement profitability
What you bring
- You hold an active CPA license
- You have at least five years of tax experience
- You bring strong attention to detail and take ownership of your work
- You can work directly with clients and staff
Who this fits
This manager role suits an experienced CPA who wants hands-on client work, technical tax responsibilities and oversight of staff workflow. The role is based in Portland.
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 tax professionals. This is a high-impact role responsible for preparing and reviewing the most complex tax returns, conducting advanced tax research, and overseeing workflow for tax staff and seniors. A successful Tax Manager applies broad technical knowledge integrated with business advisory skills to deliver accurate, timely, and proactive service to clients while ensuring quality control and profitability across engagements.
Qualifications for this position:
- Current CPA License
- Minimum 5+ 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
- 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.
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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