Tax, Estate

1 month ago


Portland, Oregon, United States Geffen Mesher & Company PC Full time
Job Description

We are seeking a highly skilled Tax, Estate & Trust Accountant to join our team at Geffen Mesher & Company PC. As a key member of our accounting team, you will be responsible for the preparation and review of estate, gift, and fiduciary tax returns. Your expertise in tax and accounting areas will enable you to efficiently manage multiple projects and provide exceptional service to our clients.

Key Responsibilities:

  • Analyze estate planning documents, including wills, codicils, and trust instruments.
  • Prepare and review gift tax returns, focusing on insurance trusts, marital trusts, charitable lead trusts, and charitable remainder trusts.
  • Engage in special projects related to client matters involving tax accounting, consulting, and research.
  • Assist clients with other accounting-related matters.
  • Stay up-to-date on tax changes and issues affecting our clients.

Requirements:

  • Bachelor's degree in business, accounting, or a related field.
  • 2-3+ years of experience in fiduciary preparation, preferably with a certified public accounting firm.
  • Certified Public Accountant (CPA) or in the process of becoming one.
  • Strong written and verbal communication skills.
  • Proficient in MS Office technology suite.

About Us:

Geffen Mesher & Company PC is a mid-sized firm with a small firm feel, committed to fostering strong, lasting partnerships with our clients and team members. We offer a comprehensive benefit package, including a generous 401k and profit-sharing plan, 100% coverage of individual monthly medical premium costs, and paid parental leave. Our team is dedicated to creating a supportive, inclusive culture, with a focus on diversity, equity, and inclusion.


  • Tax, Estate

    4 weeks ago


    Portland, Oregon, United States Geffen Mesher Full time

    About the RoleWe are seeking a highly skilled Tax, Estate & Trust Manager to join our team at Geffen Mesher. As a key member of our team, you will be responsible for assisting clients in identifying, developing, and implementing estate, gift & trust tax planning strategies designed to minimize transfer taxes and maximize wealth accumulation and equitable...

  • Real Estate Director

    4 weeks ago


    Portland, Oregon, United States Prometheus Real Estate Group Full time

    Job OverviewWe are seeking a highly skilled and experienced Real Estate Director to join our team at Prometheus Real Estate Group. As a key member of our leadership team, you will be responsible for overseeing the day-to-day operations of our neighborhoods, ensuring that our residents receive exceptional service and that our properties are managed...

  • Tax Manager

    4 weeks ago


    Portland, Oregon, United States RES Consultant Group Full time

    Job Title: Tax Manager - Real Estate and Construction ExpertJob Description:Our client, a CPA firm, is seeking a Remote Tax Manager with expertise in Real Estate and Construction industry experience to join their team. Recent CPA Firm experience is required. Active CPA license is necessary. The ideal candidate will have experience reviewing complex 1065's,...

  • Tax Professional

    4 weeks ago


    Portland, Oregon, United States EXECUTIVE RESOURCE SYSTEMS Full time

    Executive Resource Systems is seeking a highly skilled Tax Manager to join their team. As a key member of the firm, you will specialize in estates, trusts, high net worth individuals, and state and local tax clients. With a focus on delivering exceptional results, you will work closely with senior staff to develop and implement tax strategies that meet the...


  • Portland, Oregon, United States Fisher Investments Full time

    About the Role:We are seeking an experienced Estate Planning Specialist to join our team at Fisher Investments. As an Estate Planning Specialist, you will play a crucial role in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals.The Opportunity:As an Estate Planning Specialist, you will...


  • Portland, Oregon, United States Fisher Investments Full time

    The Opportunity:We are seeking an experienced Estate Planning Specialist to join our Financial Planning Team at Fisher Investments. As an Estate Planning Specialist, you will play a crucial role in helping our high-net-worth clients better understand their existing estate plan and identify next steps in fulfilling their planning goals.Key...


  • Portland, Oregon, United States Anywhere Real Estate Full time

    As a key member of our Global Accounts Payable team at Anywhere Real Estate, you will play a vital role in ensuring the accuracy and timeliness of supplier invoices and client billing.Responsibilities will include auditing invoices to client policy, supplier contracts, and tax authority requirements, as well as assessing Value Added Tax, Goods and Services...


  • Portland, Oregon, United States Newmark ltd Full time

    Job Title: Senior Real Estate AppraiserJob Summary:Newmark ltd is seeking a highly skilled Senior Real Estate Appraiser to join our team. As a Senior Real Estate Appraiser, you will be responsible for appraising real estate properties independently for various purposes, including dispute resolution, mortgage underwriting, acquisition/disposition, portfolio...


  • Portland, Oregon, United States Stoel Rives Full time

    Job Title: Real Estate Transactions SpecialistWe are seeking a highly skilled Real Estate Transactions Specialist to join our team at Stoel Rives LLP. This role will assist attorneys in delivering transactional legal services to our clients with complex real estate needs, particularly in renewable energy project development, project purchases and sales, and...

  • Tax Director

    4 weeks ago


    Portland, Oregon, United States Moss Adams LLP Full time

    Moss Adams LLP is seeking a highly skilled Tax Director to join our Tax Services Group (TSG) practice. As a key leader in our real property tax practice, you will be responsible for delivering property tax consulting services to our clients.The ideal candidate will have a strong background in tax consulting, with a minimum of 10 years of experience in...

  • Tax Collector

    4 weeks ago


    Portland, Oregon, United States Internal Revenue Service Full time

    Job SummaryThe Internal Revenue Service is seeking a highly skilled Tax Collector to join our team. As a Tax Collector, you will be responsible for collecting delinquent taxes and securing delinquent returns from taxpayers who have not resolved their obligations in response to prior correspondence or other contact.Key ResponsibilitiesCollects delinquent tax...

  • Tax Professional

    1 month ago


    Portland, Oregon, United States CyberCoders Full time

    Job Title: Tax SeniorAt CyberCoders, we are seeking a highly skilled Tax Senior to join our team. The ideal candidate will have a strong background in tax compliance and planning, with a focus on providing exceptional service to our clients.Key Responsibilities:Prepare and review complex federal and state tax returns for individuals, trusts, and...


  • Portland, Oregon, United States Moss Adams LLP Full time

    Director Training and Project ManagementMoss Adams LLP is seeking a Director to be part of our Tax Services Group (TSG) practice.TSG at Moss Adams is comprised of tax professionals who go beyond compliance–providing deep technical and strategic guidance to clients so they're better equipped to tackle their most vexing challenges and embrace emerging...

  • Senior Tax Manager

    4 weeks ago


    Portland, Oregon, United States Baker, Newman & Noyes Pa Llc Full time

    About UsBaker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of AccountingTM recognition for superior client service.We provide expert accounting and advisory services across several industries, including tax compliance and planning for high net worth individuals and family groups.Our team is dedicated to...

  • Tax Manager

    4 weeks ago


    Portland, Oregon, United States Baker, Newman & Noyes Pa Llc Full time

    About UsBaker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of AccountingTM recognition for superior client service. Our mission is to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries.About the PositionIf you're looking...


  • Portland, Oregon, United States PT&C Group LLC Full time

    Job DescriptionWe are seeking a highly skilled and experienced Tax Director to join our team at PT&C Group LLC. As a key member of our management team, you will play a pivotal role in shaping the future of our organization.Key Responsibilities:Lead and manage staff in areas of research, training, and performanceReview individual, corporate, partnership and...


  • Portland, Oregon, United States Anywhere Real Estate Full time

    The primary function of this role is to ensure accurate and timely payment to suppliers and billing to clients. This involves auditing supplier invoices, reconciling account ageing's with suppliers, and coordinating activities with other accounting teams.This position may also include work related to ad hoc project work, developing and maintaining good...


  • Portland, Oregon, United States KPMG Full time

    Unlock Your Potential as a Tax ProfessionalAt KPMG, we're seeking a talented Tax Manager or Senior Manager to join our Accounting Methods and Credit Services practice. As a key member of our team, you'll have the opportunity to work with a dynamic group of professionals who are passionate about delivering exceptional results.Responsibilities:Conduct research...


  • Portland, Oregon, United States Stoel Rives Full time

    Job SummaryWe are seeking a highly skilled Private Client Practice Assistant to join our team at Stoel Rives LLP. This role will provide legal and administrative support to private client attorneys in the Benefits, Tax and Private Client (BTP) practice group.Key ResponsibilitiesProvide legal document preparation and filing support, including revising,...

  • Tax Director

    4 weeks ago


    Portland, Oregon, United States Platform Accounting Full time

    Job Type: Full-timeDescriptionPlatform Accounting Group is a rapidly growing professional services firm seeking a visionary leader to shape the future of our organization. As a key member of our management team, you will play a pivotal role in developing and executing the firm's vision within your local office.We are looking for a strong leader with a...