Manager - Tax Services (CPA)

Overview

Our client, a well-established CPA firm in Beaverton, Oregon, is seeking an experienced and client-focused Certified Public Accountant to join their close-knit team. This 40+ year old, stable firm offers exceptional stability, a collaborative culture, and a clear pathway to ownership,

This is more than a traditional tax manager role—it's an opportunity to grow into a leadership position with an ownership stake in the near term. If you're looking for a firm where you can build lasting client relationships, contribute to strategic direction, and establish a true stake in the business, this could be your ideal next career move.

Key Responsibilities

• Lead tax planning, preparation, and compliance for a diverse portfolio of individual, corporate, partnership, and fiduciary clients
  
• Serve as the primary point of contact for assigned clients, managing relationships with professionalism, responsiveness, and strategic insight
  
• Conduct complex tax research and provide well-supported advisory guidance
  
• Review and mentor junior staff on tax returns and technical matters
  
• Assist with the preparation and review of financial statements (preferred but not required)
  
• Gradually assume greater leadership responsibilities as senior partners scale back involvement
  
• Contribute to the firm's long-term strategic planning and growth initiatives
  

Required Qualifications

• Active CPA license (Oregon or ability to obtain Oregon licensure)
  
• 6–9 years of progressive experience in taxation, with strong exposure to individual, corporate, partnership, and fiduciary tax returns
  
• Proven ability to manage client relationships independently and with confidence
  
• Strong interpersonal and communication skills—this role requires direct client interaction and relationship management
  
• Ability to thrive in a small, collaborative team environment
  
• Commitment to working in-office full-time
  
• Professional demeanor with a client-first approach
  

Preferred Qualifications

• Experience with financial statement preparation and review
  
• Background in tax research and complex tax advisory matters
  
• Interest in long-term leadership opportunities
  
• Entrepreneurial mindset with a desire to take ownership of client relationships and business outcomes
  

• Salary: $170,000 – $180,000 annually, based on experience and qualifications
  
• Comprehensive medical insurance
  
• Retirement plan with employer contributions
  
• Paid Time Off (PTO), sick leave, and paid holidays
  
• Supportive, collaborative work environment with strong work-life balance outside of tax season
  

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Haldren and our clients are Equal Opportunity Employers. For all positions, whether with Haldren or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Haldren and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Haldren and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Haldren and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Haldren and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Haldren and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.haldren.com

Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.

Both Haldren and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

Rhode Island: We do not request or require salary history from applicants.

Connecticut: We provide wage range information upon request or before discussing compensation.

New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Haldren and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information: In accordance with federal and state laws, both Haldren and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Haldren and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.