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4 Days AgoSaved
In-Office
Lake Oswego, OR, USA
180K-215K Annually
Senior level
180K-215K Annually
Senior level
Industrial • Manufacturing
Lead tax compliance, planning, and consulting for closely held and construction-related clients. Manage complex client relationships, supervise and develop staff, review tax work, manage engagement financials and risk, and support business development and practice growth with partners and leadership.
4 Days AgoSaved
In-Office
Lake Oswego, OR, USA
30K-40K Annually
Senior level
30K-40K Annually
Senior level
Industrial • Manufacturing
Provide onsite administrative and operational support to senior firm leaders: manage calendars, travel, meetings, internal systems, and project coordination to ensure timely follow-through and smooth day-to-day operations across service lines.
Top Skills: ExcelMicrosoft OutlookPowerPointWord
4 Days AgoSaved
In-Office
Lake Oswego, OR, USA
120K-195K
Senior level
120K-195K
Senior level
Industrial • Manufacturing
Lead tax compliance, planning, and consulting for construction-practice clients; manage client relationships; review and approve tax work; mentor and supervise staff; communicate technical tax concepts; manage engagement financials; support business development and partner collaboration.
4 Days AgoSaved
In-Office
Carlsbad, CA, USA
36-46 Hourly
Senior level
36-46 Hourly
Senior level
Industrial • Manufacturing
Client-facing role managing Schwab brokerage account servicing, client onboarding, recordkeeping in CRM/portfolio management systems, coordinating RMDs, exporting data, troubleshooting processes, and training team members.
Top Skills: Charles SchwabCRMDocument Management SystemExcelMicrosoft PowerpointMicrosoft WordPortfolio Management SoftwareSalentica EngageTamarac
4 Days AgoSaved
In-Office
Lake Oswego, OR, USA
125K-175K Annually
Senior level
125K-175K Annually
Senior level
Industrial • Manufacturing
Lead international tax compliance and planning for multinational clients, advise on cross-border structuring and U.S. foreign reporting, manage client relationships and engagement financials, mentor staff, support business development, and develop processes to support global tax services.
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4 Days AgoSaved
In-Office
Carlsbad, CA, USA
80K-105K Annually
Mid level
80K-105K Annually
Mid level
Industrial • Manufacturing
Prepare and present customized financial plans for high-net-worth clients by analyzing complex financial data, cash flow, education funding, equity compensation, investments, insurance, taxes, and estate needs. Work directly with clients, collaborate with advisors and external specialists, improve planning processes, and advance use of financial planning software to deliver high-quality, client-focused outcomes.
4 Days AgoSaved
In-Office
Lake Oswego, OR, USA
95K-105K Annually
Senior level
95K-105K Annually
Senior level
Industrial • Manufacturing
Prepare and review consolidated, multi-state, and other income tax returns; manage client relationships and projects; mentor and review staff; perform tax research and writing; use modern tax tools and stay current on technical authorities.
4 Days AgoSaved
In-Office
Lake Oswego, OR, USA
85K-110K Annually
Senior level
85K-110K Annually
Senior level
Industrial • Manufacturing
Lead audits, reviews, and compilations from planning to completion for construction clients. Prepare financial statements and disclosures, mentor staff, manage engagement schedules and budgets, perform technical research on GAAP/FASB issues, and support fee analysis and process improvements.
4 Days AgoSaved
In-Office
San Diego, CA, USA
80K-105K Annually
Mid level
80K-105K Annually
Mid level
Industrial • Manufacturing
Create and present customized financial plans for high-net-worth individuals and corporate retirement clients. Gather client information, analyze complex financial data (cash flow, education funding, equity compensation), collaborate with advisors and external professionals, and improve planning processes and technology utilization to deliver high-quality, client-focused outcomes.
Top Skills: Financial Planning Software
4 Days AgoSaved
In-Office
Brea, CA, USA
90K-115K Annually
Senior level
90K-115K Annually
Senior level
Industrial • Manufacturing
Prepare and review individual, consolidated, and multi-state tax returns; manage client relationships; provide tax consulting and project management; mentor junior staff and maintain technical knowledge of tax developments.
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