Tax Senior Manager (Private Client Group)

Delap LLP • Portland, OR

9d • $140,000 - $150,000

About The Position

Tax Senior Manager (Private Client Group) Delap, one of Oregon's largest locally owned accounting and financial services firms, delivers innovative and proactive financial solutions to businesses, business owners, and wealthy individuals. Delap provides a full range of services including Business Advisory, Assurance, Tax, IT Assurance, Wealth Advisory, Cybersecurity, and Managed IT Services across all industries to help clients meet their strategic goals and business needs. We are proud to have been named by both Oregon Business Magazine & the Oregonian as a top workplace for multiple years, including being voted the #1 medium-sized company by the Oregonian (100-500 employees). We have been named the #6 Most Admired Company in Oregon and one of the Healthiest Employers in Oregon by the Portland Business Journal. Our proactive approach, client-centric mindset, and team spirit proves our commitment to investing in the success of others – our clients, our employees, and our community. The Tax Senior Manager (Private Client Group) will provide leadership and be responsible for the quality delivery of services to exceed the expectations of our clients. The individual will also be responsible for the development and motivation of the engagement team and provide the Staff/Seniors with leadership, counseling, and career guidance. Our firm is committed to providing our team with the resources, coaching, and opportunities to fuel their career passions and provide value to our clients. Delap Core Values: Engagement – Bring energy, excitement, and positivity to the job. Commit to high levels of quality and client service. Be willing to go above and beyond. Teamwork – Take time to teach, encourage, and support others. Effectively communicate and actively collaborate. Focus on team success. Adaptability – Seek opportunities to learn and continually improve. Request feedback and use it to grow. Adjust to challenges to necessary changes with flexibility.

Requirements

• Bachelor’s degree in accounting or related field and a CPA is required.
• 10+ years of public accounting experience with a focus on HNW, trust, partnership, estates, and gift matters.
• Experience with corporation and partnership accounting and tax concepts
• Extensive experience in Tax Advisory and Estate/Trust planning and compliance.
• Exceptional communication skills. Both oral and written.
• Previous experience with reviewing fiduciary, partnership, gift, and estate tax returns.
• Strong organizational and leadership skills.
• Excellent analytical skills and judgment.

Responsibilities

• Review individual, fiduciary, estate and gift tax returns and related income tax workpapers.
• Oversee and manage the tax return process including identification and resolution of tax issues
• Provide our HNW client base with an exceptional service experience.
• Review and analyze estate planning related legal documents.
• Internal and external consulting and support for fiduciary, income, gift, and estate tax matters
• Mentor, train, and manage staff accountants to meet deadline and prioritize workload
• Effectively manage multiple tax engagements in a team environment and also work independently.
• Handle federal and state tax notices and audits.
• Research federal, state, and international tax laws, prepare tax memorandums on technical topics and develop tax savings strategies.

Benefits

• The firm offers a competitive compensation & benefit package that includes five weeks of PTO and a phenomenal 401(k)/Profit Sharing Plan.
• Collaborative work environment in a virtual environment.
• Flexible schedule.
• Positive emphasis on health and wellness with frequent wellness challenges throughout the year.
• Delap is proud to celebrate the outstanding achievements and milestones of our dedicated team members through our firm-wide employee recognition program. This platform fosters a culture of appreciation by enabling peer-to-peer feedback, allowing the entire Delap community to engage and support one another. Employees can also redeem their well-earned points in our extensive digital SWAG store, showcasing our commitment to recognizing and rewarding their hard work and dedication.
• Professional Development – we have an established Coaching program, leadership training to assist employees in finding and cultivating their passion at Delap.
• Senior Managers are eligible for a sabbatical program after five successful years at the firm.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager