Haldren · 2 hours ago
Manager \- Tax Services (CPA)
Haldren is a well-established CPA firm in Beaverton, Oregon, seeking an experienced and client-focused Certified Public Accountant to join their close-knit team. This role offers an opportunity to lead tax planning, preparation, and compliance while managing client relationships and contributing to the firm's strategic growth.
Management Consulting
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
Qualification
Required
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
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
Benefits
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
Company
Haldren
Haldren is a business consulting/Executive search firm
Funding
Current Stage
Growth StageCompany data provided by crunchbase