Position Overview
We are seeking a detail-oriented and growth-minded Tax Manager to join our team in Spokane, WA. Operating in a flexible hybrid work environment, this individual will play a key role in managing and expanding client relationships while managing tax compliance and planning. The ideal candidate will have extensive experience working with diverse entity typesspecifically 1040, 1065, 1120S, and 1041 returnsand a passion for providing strategic advisory services.
Key Responsibilities
Client Relationship & Practice Growth
- Oversee, nurture, and grow existing client relationships while identifying opportunities for business expansion.
- Serve as a trusted advisor to high-net-worth individuals, business owners, trusts, and estates.
- Translate complex tax concepts into clear, actionable advice for clients.
Tax Compliance & Advisory
- Manage, review, and finalize federal and state tax returns for individuals (1040), partnerships (1065), S-Corporations (1120S), and estates/trusts (1041).
- Conduct multi-year tax planning and strategy sessions for clients to minimize liability and optimize financial outcomes.
- Research complex tax issues, changes in tax law, and technical regulations to ensure full compliance.
Team Leadership & Workflow Management
- Mentor, train, and review the work of staff and senior accountants, fostering their professional development.
- Manage engagement workflow, budgets, and deadlines to deliver high-quality work efficiently.
- Represent the firm professionally within the local Spokane community.
Qualifications & Requirements
- Experience: 3+ years of progressive tax experience in public accounting.
- Education: Bachelor’s Degree (BS) in Accounting or Finance (Master’s in Taxation or MSA is a plus).
- Licensure: Certified Public Accountant (CPA) license preferred (or actively pursuing CPA/EA designation).
- Technical Skills:
- Proven expertise in preparing and reviewing 1040, 1065, 1120S, and 1041 tax returns.
- Proficiency with tax research tools and tax preparation software (e.g., CCH Axcess, UltraTax, ProConnect, or similar).
- Soft Skills: Excellent written and verbal communication, strong client-facing interpersonal skills, and effective project management abilities.
Work Environment & Benefits
- Hybrid Flexibility: Enjoy the balance of remote work along with collaborative in-office days in Spokane, WA.
- Competitive Compensation: Base salary $90k - $140k aligned with experience, plus performance bonus opportunities.
- Benefits Package: Comprehensive healthcare insurance, retirement plan with match, generous PTO, and CPA continuing professional education (CPE) assistance.
