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Tax Senior / Tax Supervisor

Tax Senior / Tax Supervisor

JobotOlympia, WA, US
17 days ago
Job type
  • Full-time
Job description

Tax Senior / Supervisor – Client-Focused Tax & Advisory Firm

This Jobot Job is hosted by : Andrew Kraig

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $85,000 - $115,000 per year

A bit about us :

We are an employee-owned advisory firm built around one principle : people first. Our mission is to provide clarity, confidence, and long-term success for the individuals, families, and business owners we serve. Instead of relying on speculation, we apply insights drawn from decades of academic research and proven strategies to create thoughtful tax and financial solutions.

What makes us unique is our culture — every team member has a voice, and every client relationship is personal. Here, you’ll find the resources and stability of a nationally recognized firm paired with the flexibility and close-knit collaboration of a boutique environment. If you are looking for a place where your expertise directly impacts clients’ lives, where growth is encouraged, and where innovation is backed by data and experience, this is the right fit for you.

Why join us?

  • Competitive Compensation : Based on experience
  • Full Medical Coverage (excellent plan, fully covered)
  • Short-Term Disability & Life Insurance after 90 days
  • Generous PTO & Paid Holidays
  • Employee-Owned Culture with Direct Client Impact
  • Opportunity to work with HNW individuals and small business owners
  • Growth Potential with Hybrid Flexibility after first year

Job Details

Key Responsibilities and Duties :

  • Prepare and review HNW individual, trust, estate, and business (S-Corp, C-Corp, Partnership) tax returns
  • Conduct tax research and provide strategic planning for clients
  • Communicate directly with clients and financial advisors to deliver insights and solutions
  • Respond to IRS and state tax notices, including audit support
  • Mentor and guide junior staff in tax and client engagement practices
  • Collaborate with advisory team members on tax planning and workflow optimization
  • Work on-site first year, with potential for hybrid schedule thereafter
  • You should have most of the following :

  • Active CPA or Enrolled Agent (EA) License
  • Minimum 5 years of recent public accounting or tax advisory experience
  • Strong experience with HNW, small business, and trust / estate clients
  • Knowledge of federal and state tax law and compliance
  • Experience with UltraTax (preferred) and Microsoft Office
  • Excellent communication and client service skills
  • Proven ability to manage multiple projects and meet deadlines
  • Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

    Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

    Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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    Tax Supervisor • Olympia, WA, US

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