Tax Manager
- $90,000 - $150,000
- Olympia, WA
Tax Manager – Client-Focused Tax & Advisory Firm
A bit about us:
We are an employee-owned advisory firm built around one principle: people first. Our mission is to provide clarity, confidence, and long-term success for the individuals, families, and business owners we serve. Instead of relying on speculation, we apply insights drawn from decades of academic research and proven strategies to create thoughtful tax and financial solutions.
What makes us unique is our culture — every team member has a voice, and every client relationship is personal. Here, you’ll find the resources and stability of a nationally recognized firm paired with the flexibility and close-knit collaboration of a boutique environment. If you are looking for a place where your expertise directly impacts clients’ lives, where growth is encouraged, and where innovation is backed by data and experience, this is the right fit for you.
What makes us unique is our culture — every team member has a voice, and every client relationship is personal. Here, you’ll find the resources and stability of a nationally recognized firm paired with the flexibility and close-knit collaboration of a boutique environment. If you are looking for a place where your expertise directly impacts clients’ lives, where growth is encouraged, and where innovation is backed by data and experience, this is the right fit for you.
Why join us?
- Competitive Compensation: Based on experience
- Full Medical Coverage (excellent plan, fully covered)
- Short-Term Disability & Life Insurance after 90 days
- Generous PTO & Paid Holidays
- Employee-Owned Culture with Direct Client Impact
- Opportunity to work with HNW individuals and small business owners
- Growth Potential with Hybrid Flexibility after first year
Job Details
Key Responsibilities and Duties:
You should have most of the following:
- Prepare and review HNW individual, trust, estate, and business (S-Corp, C-Corp, Partnership) tax returns
- Conduct tax research and provide strategic planning for clients
- Communicate directly with clients and financial advisors to deliver insights and solutions
- Respond to IRS and state tax notices, including audit support
- Mentor and guide junior staff in tax and client engagement practices
- Collaborate with advisory team members on tax planning and workflow optimization
- Work on-site first year, with potential for hybrid schedule thereafter
You should have most of the following:
- Active CPA or Enrolled Agent (EA) License
- Minimum 5 years of recent public accounting or tax advisory experience
- Strong experience with HNW, small business, and trust/estate clients
- Knowledge of federal and state tax law and compliance
- Experience with UltraTax (preferred) and Microsoft Office
- Excellent communication and client service skills
- Proven ability to manage multiple projects and meet deadlines
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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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.
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.