HYBRID/ REMOTE - MUST BE LOCATED IN ONE OF THE FOLLOWING AREAS:
Portland, OR, Salem, OR, San Diego, CA, Brea, CA, Carlsbad, CA, Vancouver, WA. It is critical for this role to be based in the local area for in-person client meetings based on business needs.

Description

Our client, a CPA and Advisory firm is looking for a Tax Manager, Credits and Incentives to be part of growing tax team. This position reviews complex qualified expense data, tax returns, and provides advanced technical assistance, tax planning, and research on various tax credit and incentive tax issues.

We serve clients as part of a team, each representing a unique area of expertise. The Tax Manager, Credits and Incentives provides client service, relationship management, and consulting services and serves as a tax expert. This position is client facing, so the ideal candidate has excellent communication skills, enjoys interacting and building client relationships, and provides timely and high-quality deliverables that exceed client expectations. 

If you want to work with people who care about their co-workers, clients, and communities; strive to achieve a balance within the rigors of our seasonal business cycle; and understand the importance of giving back to the community, we want to meet you.

Why Our Client:

They are a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.

Their leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.

Requirements

• Perform detail tax review of all Credits and Incentives tax forms and governmental tax examinations of any complexity
• Work directly with clients on project analysis discussions, follow-up items from meetings, and/or initiate follow through on new initiatives with clients
• Delegate and manage tax research projects to achieve an accurate and efficient product
• Develop and mentor staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
• Manage risk and financial performance of engagements including billing, collection and project budget
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What You Bring to the Team

5+ years recent experience in public accounting with a primary focus on tax credits and incentives

Excellent research and writing skills

Successful completion of the CPA exam, CPA, EA, or JD

Ability to build and retain client relationships

How We'll Reward You

We know a great client experience starts with an exceptional employee experience. We offers a comprehensive benefits package that includes:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 5 weeks of vacation and sick leave, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals and Paid Parental Leave
  
  You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.
  
  
  Apply today or reach out to Jasmine Weber at j.weber@rolinc.com to learn more!