Strategic Portfolio Leader Leadership TrackThis is the
cornerstone leadership role within our tax department - ideal for an experienced professional at the prime of their career who thrives at the intersection of client service, technical excellence, and team leadership.
You'll lead a complex portfolio of clients as the signing preparer and trusted advisor, while also mentoring staff, shaping firm processes, and driving strategic initiatives. This position is suited for a professional who wants to influence firm direction, maintain deep client relationships, and work shoulder-to-shoulder with leadership in a collaborative, open-door environment.
What You'll Do- Manage a high-value, diversified book of individual and business clients, delivering solutions that reflect technical excellence and deep understanding.
- Lead tax planning and strategic advisory conversations, ensuring quality outcomes for clients and the firm.
- Oversee preparation and review workflows across a team of associates and preparers, championing quality assurance in every client engagement and internal process.
- Serve as signing preparer for complex engagements while ensuring quality and compliance.
- Mentor staff, supporting their professional growth and development.
- Partner with firm leadership on business development, process improvement, and advisory strategy, contributing to the ongoing growth of the firm.
RequirementsWhat You'll Bring- Bachelor's degree in Accounting, Finance, Business or relevant field; Master's degree a PLUS.
- CPA credential or EA, LTC (Oregon) (required).
- 10+ years of progressive experience in tax and advisory services.
- Demonstrated success leading client relationships and managing teams.
- Advanced technical skills and the ability to translate complex concepts into actionable advice.
- Leadership presence, emotional intelligence, and a genuine interest in mentoring.
- Entrepreneurial mindset with interest in potential firm leadership growth.
- Experience with our current product suite a PLUS:
- UltraTax CS, Fixed Assets CS, Planner CS
- SurePrep
- CCH Engagement
- CanopyTax
BenefitsWe offer:
- Average 55-hour work weeks during tax season - sustainable peak workloads, not burnout.
- Flexible work model - Use the PTO and have life outside of work.
- Hybrid opportunities once established.
- Visibility and impact - work directly with firm leadership on key initiatives.
- Locally owned and managed - your voice matters and your work is seen.
- Long-term opportunity - potential to help shape the firm's future and mentor its next generation.
- Benefits Package - Health Insurance, Disability Insurance, 401(k), PTO.
TimingThis position will remain open until filled. We will interview qualified candidates immediately.
