Tax Planning Manager (Remote)

at  Keystone CPA

Remote, Oregon, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate05 May, 2025USD 70000 Annual05 Feb, 20253 year(s) or aboveMicrosoft Office,Multi State Tax Returns,Lacerte,Income Tax,QuickbooksNoNo
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Description:

Are you interested in taking your career to the next level as a tax strategist to help change the lives of clients?
Do you want to be part of an amazing team that is surrounded by some of the smartest and most energetic colleagues?
We are the nation’s leading CPA Firm specializing in tax planning and filing for real estate investors. Our client base includes some of the most influential names in the real estate industry. This position offers the opportunity to service amazing clients and to work closely with a supportive group of colleagues to provide exceptional client service through tax planning, research, and compliance. We believe in building a people-centric firm where talented team members can thrive.
We are seeking an individual who is enthusiastic about helping clients leverage real estate investments for tax savings. You should be a solutions-oriented self-starter who thrives in playing big as a team-member.
We value work-life balance and continuous learning. These values are achieved through generous vacation and sick leave, flexible work-arrangements, an autonomous work environment, continuous and engaging training, state-of-the-art technology and automation, and comprehensive health insurance with 401(k) matching.

REQUIRED EDUCATION AND EXPERIENCE:

  • Bachelor’s degree in Accounting (Masters in Taxation a plus)
  • 3+ years experience with income tax. Real estate tax and multi-state tax returns a plus
  • CPA or EA certification a plus
  • QuickBooks, Lacerte, Microsoft Office, and CCH Research experience a plus

YOU’RE A GOOD FIT FOR OUR TEAM IF YOU’RE:

  • Someone who is seeking to grow and be challenged professionally
  • Able to manage multiple client engagements and multi-task efficiently
  • Able to demonstrate excellent analytical, organizational, project management, oral and written communication skills
  • Highly detail-oriented, disciplined and a self-starter
  • Able to Develop & maintain client relationships and identify planning opportunities for clients
  • Someone who takes ownership of your work and your clients and drives projects to the finish line
    Job Type: Full-time
    Pay: $70,000.00 - $150,000.00 per year

Benefits:

  • 401(k)
  • Continuing education credits
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance
  • Work from home

Schedule:

  • Monday to Friday

Work Location: Remot

Responsibilities:

  • Review and analyze tax returns for high net-worth individuals, real estate investors, and closely held businesses (i.e. corporate, partnership, and LLC)
  • Stay up-to-date with the latest tax legislation ensuring accurate and compliant tax planning strategies
  • Research tax issues and draft technical correspondence as it relates to tax planning
  • Develop and deliver tax saving strategies for real estate investors and closely held businesses
  • Develop and maintain of client relationships throughout the year


REQUIREMENT SUMMARY

Min:3.0Max:8.0 year(s)

Accounting

Accounts / Finance / Tax / CS / Audit

Accounts Management

Graduate

Taxation a plus

Proficient

1

Remote, USA