Top 990 client advisor Jobs in oregon

Tax Manager - Senior Reviewer (Partner Track)
Tax & Wealth Management, LLP —Corvallis, OR
- $115,000 - $170,000 a year
- Full-time
- CPA
- 5 years
- Research
- Continuing education credits
- Paid holidays
Quick Apply
Commercial Insurance Account Manager
Orr & Associates Insurance Services —Medford, OR
- $60,000 - $70,000 a year
- Full-time
- Mid-level
- In-person
- Communication skills
- Flexible schedule
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4d
Estate Planning Attorney
Law Offices of Nay & Friedenberg LLC —Portland, OR
- Full-time
- Mid-level
- 3 years
- US work authorization
- Free parking
- Profit sharing
Quick Apply
9d
Project Manager, Senior Manager
VVA Drees & Sommer —Beaverton, OR
- $165,000 - $180,000 a year
- Full-time
- 5 years
- Bachelor of Science
- Research
- Health savings account
- Health insurance
Quick Apply
7d
Financial Advisor - Eugene, OR
COUNTRY Financial —Eugene, OR
- Full-time
- CPA
- Mid-level
- Office
Insurance Agent - Corvallis, OR
COUNTRY Financial —Corvallis, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Portland, OR
COUNTRY Financial —Portland, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Redmond, OR
COUNTRY Financial —Redmond, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Advisor - Hillsboro, OR
COUNTRY Financial —Hillsboro, OR
- Full-time
- CPA
- Mid-level
- Office
Financial Advisor - Corvallis, OR
COUNTRY Financial —Corvallis, OR
- Full-time
- CPA
- Mid-level
- Office
Financial Advisor - Medford, OR
COUNTRY Financial —Medford, OR
- Full-time
- CPA
- Mid-level
- Office
Senior Commercial Litigator
BolyːWelch —Portland, OR
- $100,000 - $130,000 a year
- Hybrid work
- 8 years
- In-person
- Senior level
- Free parking
- Health insurance
Insurance Agent - Eugene, OR
COUNTRY Financial —Eugene, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Book Opportunity - Bend, OR
COUNTRY Financial —Bend, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Book Opportunity - West Linn, OR
COUNTRY Financial —West Linn, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Service Advisor
Beaver Coach Sales and Service —Bend, OR
- Full-time
- Mechanic experience
- Dealership
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Insurance Agent - Medford, OR
COUNTRY Financial —Medford, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Book Opportunity - Oregon City, OR
COUNTRY Financial —Oregon City, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - St. Helens, OR
COUNTRY Financial —Saint Helens, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Estate Planning Attorney
BolyːWelch —Lake Oswego, OR
- $100,000 - $150,000 a year
- Hybrid work
- Mid-level
- Office
- 3 years
- Free parking
- Health insurance

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client advisor jobs near oregon

Tax Manager - Senior Reviewer (Partner Track)

Tax & Wealth Management, LLP
Corvallis, OR

Quick Apply

Job Details

Full-time
$115,000 - $170,000 a year

Benefits

Continuing education credits
Paid holidays
Disability insurance
Relocation assistance
Health insurance
Dental insurance
401(k)
Paid time off
Family leave
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Opportunities for advancement
Flexible schedule
Life insurance

Qualifications

Teamwork
CPA
Interpersonal skills
Process improvement
Team development
Attention to detail
Accounting firm experience

Full Job Description

At Tax & Wealth Management, LLP., we believe great tax professionals do more than review returns. They build trusted relationships, mentor teams, solve complex problems, and help shape the future of the firm. We are seeking a Tax Manager – Senior Reviewer who is looking for more than a job and is excited about a long-term leadership opportunity with a clear path toward partnership.

This role is ideal for an experienced public accounting professional who thrives in a collaborative environment, enjoys reviewing and coaching at a high level, and wants to play a meaningful role in a growing firm that values both technical excellence and people development.

What You’ll Do

Assist with tax planning strategies and advisory services
Support firm growth initiatives and contribute to leadership discussions as part of the partner-track development path
Review complex business and individual tax returns with a high level of accuracy and efficiency
Serve as a lead technical reviewer for Forms 1120, 1120S, 1065, and high-net-worth 1040 returns
Review and analyze consolidated returns, and multi-state filings
Research and resolve complex tax issues for clients across a variety of industries
Manage client relationships and act as a trusted advisor throughout the year
Mentor, develop, and provide constructive feedback to staff and senior accountants
Oversee project workflow, deadlines, and team collaboration in a paperless environment
Help maintain and improve processes, technology utilization, and workflow efficiencies

What Makes You a Fit for This Role

Active CPA license required
5–7+ years of recent public accounting experience, including at least 2 years in a Manager or Senior Manager role
Strong experience reviewing complex business tax returns, not just preparing them
Deep knowledge of Forms 1120 and 1120S, with experience in 1065 and 1040 review work

Experience with:

Multi-state taxation and nexus analysis
Consolidated returns
Partnership basis adjustments
Familiarity with foreign reporting requirements is preferred
Excellent communication and leadership skills with the ability to provide both positive and constructive feedback
Organized, detail-oriented, and a strong critical thinker who enjoys solving complex problems
Collaborative mindset with a willingness to share knowledge and support team success
Comfortable embracing technology and process improvements
Experience with UltraTax, SurePrep, TaxDome, and Microsoft Office Suite is preferred

Why Join Tax and Wealth Management?

We are intentional about building a workplace where talented professionals can grow personally and professionally while serving clients at a high level. This is a leadership opportunity with direct visibility into the firm's future and a genuine pathway to partnership.

Compensation & Benefits

Salary range: $120,000 – $170,000 annually, depending on experience and qualifications
Traditional and Roth 401(k) options with company matching
10 paid holidays
5 weeks of paid time off (PTO)
Ample paid leave, including family leave
Paid short-term and long-term disability insurance
Company-paid life insurance
Compensation may be adjusted for candidates living in higher cost-of-labor markets outside of Corvallis, Oregon

Location & Work Environment

This position is based in Corvallis, with flexible work arrangements available depending on experience and role alignment.

If you are looking for a long-term opportunity where your experience, leadership, and technical expertise are valued — and where partnership is a realistic path — we would love to connect with you.

Pay: $115,000.00 - $170,000.00 per year

Benefits:

401(k)
401(k) matching
Continuing education credits
Dental insurance
Disability insurance
Family leave
Flexible schedule
Health insurance
Life insurance
Opportunities for advancement
Paid time off
Parental leave
Professional development assistance
Relocation assistance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in oregon

Tax Manager - Senior Reviewer (Partner Track)

Commercial Insurance Account Manager

Estate Planning Attorney

Project Manager, Senior Manager

Financial Advisor - Eugene, OR

Insurance Agent - Corvallis, OR

Insurance Agent - Portland, OR

Insurance Agent - Redmond, OR

Financial Advisor - Hillsboro, OR

Financial Advisor - Corvallis, OR

Financial Advisor - Medford, OR

Senior Commercial Litigator

Insurance Agent - Eugene, OR

Insurance Agent - Book Opportunity - Bend, OR

Insurance Agent - Book Opportunity - West Linn, OR

Service Advisor

Insurance Agent - Medford, OR

Insurance Agent - Book Opportunity - Oregon City, OR

Insurance Agent - St. Helens, OR

Estate Planning Attorney

I want to receive the latest job alert for client advisor in oregon

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