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Tax Manager - Client Services
Tax Manager - Client ServicesJobot • Salem, OR, US
Tax Manager - Client Services

Tax Manager - Client Services

Jobot • Salem, OR, US
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Incredibly tenured CPA Firm in Salem, OR - Hybrid Position

This Jobot Job is hosted by : Emily Bohanon

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $85,000 - $135,000 per year

A bit about us :

We are a long-established Oregon accounting firm with decades of experience providing tax, accounting, and advisory services to individuals and businesses. Rooted in a people-first, relationship-driven culture, we focus on delivering thoughtful, reliable guidance that helps clients plan, grow, and navigate financial complexity. Our team values collaboration, integrity, and long-term partnerships—and we’re looking for professionals who share that commitment.

Why join us?

GREAT Benefits!!!

  • 4.5 weeks of PTO as a base line! Most people take off ~8 weeks / year!
  • Potential Overtime Pay based on level!
  • Hybrid work schedule
  • 4% Match on 401k, immediate vesting!
  • 100% covered benefits for employees
  • Gym stipend!

Job Details

We’re looking for a client-focused tax professional who enjoys building relationships and taking ownership of their work. In this role, you’ll manage a dedicated group of individual and small-business clients while also jumping in on more sophisticated projects alongside senior team members. It’s a great fit for someone who wants meaningful client interaction, room to grow, and the ability to make an impact without the layers of a large firm.

Your Role

Take the lead on a portfolio of clients, overseeing preparation, review, and overall service delivery.

Partner with senior advisors on complex engagements and multi-entity structures, contributing technical insight and ensuring seamless execution.

Meet with clients to walk through results, discuss planning opportunities, and help them stay ahead of tax considerations.

Produce high-quality, accurate work while maintaining a consistent, proactive communication style.

Bring ideas that improve the client experience and enhance internal processes.

Participate in firm initiatives, professional development, and teamwide improvements as the practice continues to evolve.

What You Bring

Active CPA, EA, or Oregon LTC (required).

5–10 years of hands-on tax experience and direct client interaction.

Confidence managing relationships independently and guiding clients through decisions.

Strong communication, analytical thinking, and a service-oriented mindset.

A collaborative attitude with interest in mentorship, learning, and long-term growth.

Experience with tools such as UltraTax CS, Fixed Assets CS, Planner CS, SurePrep, CCH Engagement

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

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