Experienced Tax Staff - Trust and Estate

Geffen Mesher & Company is one of Portland's leading locally owned accounting firms, dedicated to client service for over 90 years. They are seeking an Experienced Tax Staff to manage tax compliance, planning, and research activities for business and individual clients while building strong relationships within the team and delivering high-quality client service.ResponsibilitiesComplete routine tax return preparation engagements, including understanding engagement scope, setting timelines, monitoring budgets, and communicating issues or out-of-scope work to the appropriate team memberAssist with routine business and individual tax returns, estimates, projections, and related workpapers in accordance with firm standards and applicable tax lawConduct tax research and draft clear, well-organized memorandums outlining facts, issues, conclusions, and supporting analysisAssist with annual tax compliance, including planning, projections, extensions, responses to tax notices, and calculation of quarterly estimated paymentsTake ownership of service delivery by managing expectations, meeting deadlines, and proactively preventing surprises for internal and external clientsCommunicate professionally and appropriately across channels (email, Teams, phone, and in-person), tailoring messages to audience and situation, and documenting key information to ensure clarityProactively communicate work status, risks, and scheduling conflicts; remain flexible and responsive to changing prioritiesApply foundational knowledge of accounting, auditing, and tax principles to complete tasks accurately and efficientlyExecute tax and assurance-related procedures with professional skepticism, analytical thinking, and attention to detailDemonstrate curiosity and initiative in understanding client businesses and industries by reviewing prior-year materials, researching regulatory developments, and engaging with team membersMaintain effective client relationships and begin to recognize opportunities to provide additional services; communicate potential opportunities to appropriate team membersBuild relationships across service lines to support integrated client serviceProvide support, coaching, and constructive feedback to less experienced staff; may supervise staff accountants as appropriateUse firm tools and software effectively and document procedures clearlyMeet charge hour expectations and use non-charge time to support firm initiatives, professional development, and business improvement effortsParticipate in recurring meetings such as standups and 1:1s with advisorsContribute to a positive, inclusive team culture and proactively support teammatesInvest in professional growth by setting career goals, engaging with mentors and advisors, and developing a peer networkAdhere to the firm’s core values, policies, and professional standardsOther duties as assignedSkillsBachelor's degree in Accounting, Business, or related fieldCertified Public Accountant (CPA) or Enrolled Agent (EA), or actively pursuing certificationA minimum of 1–3 years' experience in public accounting with exposure to estate, trust, or high net worth individual taxationStrong written and verbal communication skillsProficiency with Microsoft Office, including Excel, Word, and OutlookStrong knowledge of common book-to-tax timing differences (accruals, reserves, inventory, deferred revenue)Strong knowledge of fixed asset accounting and depreciation methodsIntermediate knowledge of state and local tax concepts (nexus, apportionment, compliance)Intermediate knowledge of income tax provision concepts and calculationsExperience with Caseware and ProFx softwareBenefits401k with a 3% employer contributionDiscretionary profit sharing of up to 4.5% annuallyMedical, dental, and vision insurance. We cover 100% of the individual medical premium!!!Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental LeaveHybrid work optionsFlexible working hours in the summer, Fridays are optional!Incentive plan for sales leadsGenerous Employee Referral ProgramCompany OverviewGeffen Mesher is an accounting firm headquartered in Portland. It was founded in 1933, and is headquartered in Portland, Oregon, USA, with a workforce of 51-200 employees. Its website is http://gmco.com.



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