Summary
Join Perkins & Co, a leading accounting firm, as a seasoned Tax Manager. This flexible role allows for fully remote work, with preference given to West Coast candidates. You'll dedicate 50% of your time to non-profit clients and the other half to small business clients, with the non-profit portion growing as the practice expands. The firm offers a supportive and flexible work environment, emphasizing work-life balance and career development. Enjoy competitive compensation, generous paid time off, and a comprehensive benefits package. If you're passionate about non-profits and thrive in a collaborative setting, apply today!
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
- Spend 50% of your time focused on nonprofit clients
- Spend the other 50% of your time working with small business clients and their individual owners
- 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
- Flexible work location (fully remote option available, preference for West Coast candidates)
- Relocation assistance may be available for candidates relocating to Portland
- Salary range is $122K - 135K 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
- Mentorship programs that go above and beyond standard training, including self-selected development courses and career coaches