Tax Manager

Summary

Join Perkins & Co, a leading accounting firm, as a seasoned Tax Manager specializing in non-profit and small business clients. This flexible, remote-friendly role offers a unique blend of responsibilities, allowing you to dedicate 50% of your time to non-profit clients and the other half to small business clients. As the practice grows, your focus on non-profit work will increase. The firm prioritizes work-life balance, offering generous PTO, paid holidays, and paid parental leave. Perkins provides a supportive and collaborative environment with ample opportunities for professional development and career advancement. The ideal candidate possesses a CPA license, extensive experience with non-profit tax returns, and a strong background in public accounting. Compensation is competitive, ranging from $122,000 to $140,000 annually.

Requirements

• Active CPA License
• Strong experience with nonprofit clients and review of forms 990, 990-PF, 990-T (UBTI)
• 5+ years of recent experience in public accounting (or combination of industry and public accounting) that includes working in a paperless cloud environment
• Experience reviewing closely held pass through entity returns and their owners - complex high net worth individual tax returns (executive compensation, income from pass through entities/hedge funds/trusts, complex investments and real estate, rental activities); analysis of partnership agreements; fixed asset maintenance
• Excellent communication skills
• Proven ability to give and receive positive and constructive feedback
• Organized, detail-oriented, and good problem-solving skills
• Ability to adopt new/changing technology; adept at using MS Office (Word, Excel, Outlook, Teams) and tax software (preferably CCH Axcess & Engagement)
• Collaborative approach to getting work done, shares knowledge, and seeks knowledge of others as appropriate

Responsibilities

• Manage and review tax returns for non-profit clients (50% of time)
• Manage and review tax returns for small business clients and their individual owners (50% of time)
• Review complex returns
• Research complex tax issues
• Manage client engagements
• Supervise project teams
• Establish effective partnerships with clients
• Billing

Preferred Qualifications

• Deep experience with 501(c)(3), 501(c)(4), 501(c)(5), 501(c)(6), 501(c)(7), and 527 organizations
• Familiarity with multi state filings and intercompany activity across medical practices, creative services, professional services, manufacturing and real estate industries

Benefits

• Salary range is $122K - 140K annually, varying DOE
• Compensation may be adjusted for those who live in areas with a higher cost of labor than Portland, OR
• 401(k) profit sharing plan; immediate vesting of employer contributions
• 14.5 paid holidays, 5 weeks of paid time-off (PTO), Paid Family and Medical leave
• Incentive plan for sales leads
• Remote work
• Flexible hours