Manager \- Tax Services (CPA) jobs in United States
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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

Active CPA licenseTaxation experienceClient relationship managementTax researchFinancial statement preparationCollaborative team environmentProfessional demeanorEntrepreneurial mindsetInterpersonal skillsCommunication skills

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

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Haldren is a business consulting/Executive search firm

Funding

Current Stage
Growth Stage
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