Senior Tax Associate – Private Client Services

Aprio

. Prepare and review federal and state tax returns for partnerships, S corporations, C Corporations, individuals, and some trust and estate engagements .

Posted 9/18/2026full-timePortland • Oregon • United StatesSenior💰 $82,000 - $133,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing and reviewing federal and state tax returns for various entities, including partnerships and corporations, while effectively managing multiple engagements and building strong client relationships. Proficient in tax planning and consulting, with a solid understanding of accounting fundamentals and CPA firm operations.

Highest-signal resume keywords

Tax Return PreparationClient Relationship ManagementTax Planning and ConsultingWorkpaper ReviewCPA or EA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax PlanningWorkpaper ReviewTrial Balance ReviewAccounting FundamentalsFlow-Through Entities KnowledgePublic Accounting ExperienceTax Software Proficiency

Soft Skills

Excellent Communication SkillsMentoring and CoachingProactive Client ServiceProject Management

Certifications & Qualifications

CPAEA

Industry Keywords

Public AccountingTax CompliancePartnershipsS CorporationsC CorporationsTrust and Estate EngagementsClosely Held Businesses

About the role

Key responsibilities & impact

Prepare and review federal and state tax returns for partnerships, S corporations, C Corporations, individuals, and some trust and estate engagements
Review workpapers, trial balances, and supporting documentation for accuracy and completeness
Take ownership of assigned engagements and drive projects through completion
Research tax issues and identify planning opportunities for clients
Collaborate with clients to gather information and resolve tax-related questions
Respond to review comments and manage revisions efficiently
Support tax planning and consulting engagements across various industries
Mentor and develop junior team members through coaching and work review
Build strong client relationships through proactive communication and exceptional service
Work closely with managers and partners to deliver high-quality client outcomes
Develop technical expertise on complex business and individual tax matters
Collaborate with experienced tax professionals and gain exposure to leadership

Requirements

What you’ll need

Bachelor's degree in Accounting
2-5 years of public accounting tax experience
Experience preparing and reviewing tax returns for partnerships, S corporations, corporations, and individuals
Strong understanding of flow-through entities and closely held businesses
Experience reviewing workpapers and trial balances
Ability to manage multiple engagements successfully
Solid understanding of accounting fundamentals and CPA firm operations
Experience working directly with clients and building trusted relationships
Strong proficiency with tax software and related technology tools
Excellent written and verbal communication skills
CPA or EA designation (preferred)

Benefits

Comp & perks

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Competitive compensation
Continuous learning and advancement opportunities