Director of Tax or Tax Manager Represented by Jennie Joiner – Managing Partner, Forum Group PNW ?? Jacksonville, OR | In-Office (Hybrid Considered) ?? Full-Time | CPA Required ?? Compensation: $100,000 – $180,000 (DOE) ?? Flexible Schedule | Real Work-Life Balance

About the Opportunity We are partnering with a forward-thinking and people-first financial services firm to identify their next Director of Tax or Tax Manager . This is a rare leadership opportunity for a seasoned tax professional who thrives in an environment where people, precision, and purpose come before billable hours. Rooted in excellence and driven by values, this firm operates nationally with high-net-worth, multi-state clients and a sophisticated business model that requires no marketing—their work speaks for itself. You'll be stepping into a dream role where the systems are modern, the clients are well-trained, and the team is collaborative and motivated. Why This Role Stands Out No selling or business development required – client demand is already robust. Supportive leadership with a deep respect for work-life balance. People-first culture focused on relationships, not just revenue. Clean, modern client data – no shoebox returns or outdated tech. Realistic hours even during tax season (rarely exceeding 55 hours/week).

What You'll Do Oversee all aspects of tax compliance and planning for a national client base. Review complex federal and multistate tax returns (Forms 1040, 1120S, 1065, etc.). Lead and develop a high-performing tax team of 3–4 direct reports, plus seasonal support. Advise on tax strategy for S-Corps, partnerships, and high-net-worth individuals. Ensure efficient, accurate work using cutting-edge tools (UltraTax, SurePrep, TaxCaddy). Collaborate closely with internal financial planning and accounting teams.

You Might Be a Great Fit If You: Are a CPA with 10+ years of tax experience, including at least 5 in a leadership role. Excel in S-Corp and partnership taxation , multistate filings, and high-net-worth individual returns. Are detail-oriented, tech-savvy , and passionate about building scalable systems. Thrive in a collaborative environment and love mentoring others. Prefer structure, consistency , and proactive planning to last-minute deadlines. Are excited to relocate to the Jacksonville, OR area (relocation assistance is possible for the right candidate).

Perks & Benefits Competitive salary: $120,000 – $180,000 depending on experience Healthcare coverage : substantial employer contribution 401(k) with 4% match + profit sharing (6–10%) 3 weeks PTO to start, plus 14 paid holidays (including closure Dec 24 – Jan 2) Flexible working hours and potential hybrid after onboarding A deeply human-centered, no-drama work culture

How to Apply If you're a strategic and empathetic tax leader ready to step into a role where your experience and leadership will truly be valued, this could be the perfect fit. Reach out directly to: Jennie Joiner Managing Partner | Forum Group PNW - jjoiner@forumgrp.com