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Job description
Description
We are a growing accounting firm providing tax, accounting, and advisory services to closely held businesses and individuals. Our firm is built on strong client relationships, efficient systems, and a commitment to developing leadership from within. We are seeking a Senior Manager or early Director‑level CPA who is ready to take ownership of client relationships, lead engagements, and step into a key leadership role within the firm.
This role is designed for an experienced CPA who is ready to move beyond technical execution into true client ownership and firm leadership. The ideal candidate will manage a portfolio of clients, review and sign tax returns, mentor staff, and contribute to the strategic growth of the firm. This is a high‑impact role with a clear path to Director (if not already at that level) and future partnership opportunities.
Requirements
Client Ownership & Advisory
Serve as the primary relationship manager for a portfolio of business and individual clients
Provide proactive tax planning and advisory services
Identify opportunities to expand services and deepen client relationships
Tax Review & Signing Authority
Review complex tax returns (individual, partnership, S‑corp, and corporate)
Sign returns as a licensed CPA
Ensure technical accuracy, compliance, and adherence to firm standards
Leadership & Team Development
Lead engagement teams and manage workflow across multiple staff levels
Mentor and develop managers and senior staff
Provide guidance on technical and client service matters
Firm Operations & Growth
Participate in firm strategy, process improvement, and operational initiatives
Assist with capacity planning and workflow management, especially during tax season
Contribute to business development efforts, including networking and referrals
Qualifications
Active CPA license required
7–12+ years of public accounting experience
Current role as Senior Manager or Director in a CPA firm
Strong experience reviewing complex tax returns and managing client relationships
Demonstrated ability to lead teams and manage multiple engagements
Excellent communication and advisory skills
Preferred Experience
Experience with closely held small businesses
Proven track record of client retention and relationship growth
Exposure to firm leadership, operations, or strategic initiatives
Experience with modern firm systems and workflow tools (e.g., CCH, Canopy, or similar)
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Worksite address
portland, OR, 97204, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.