Position Summary
The Senior Manager, Tax & Accounting, is a senior member of the Finance team responsible for the firm's partnership tax planning, partner compensation, and related financial processes, while also providing leadership across core accounting operations. This role combines specialized pass-through tax knowledge with hands-on accounting management and will work closely with firm leadership, partners, Finance team members, and external tax advisors.
The successful candidate will take ownership of partnership tax and compensation matters while helping strengthen, standardize, and oversee billing, accounts payable, payroll, reconciliations, financial controls, and other accounting processes.
Key Responsibilities
Partnership tax and partner compensation:
- Lead the firm's partnership tax planning and compliance calendar, including federal, state, local, composite, withholding, and pass-through entity tax matters.
- Coordinate with the firm's external accounting firm on tax projections, estimated payments, extensions, returns, schedules K-1, and related partner communications.
- Maintain and administer partner compensation, draws, distributions, capital, tax payments, and other partner-related calculations and records.
- Analyze tax developments and model their financial and cash-flow effects on the firm and its partners; summarize issues and recommendations for Finance and firm leadership.
- Support partner admissions, retirements, departures, and other changes that affect compensation, capital, tax allocations, or reporting.
- Prepare, review, and reconcile information provided to external tax advisors and investigate differences before filing or distribution.
- Respond to partner tax questions in coordination with the Director of Finance, firm leadership, and external advisors, as appropriate.
Accounting operations
- Provide oversight, review, and hands-on support across general accounting functions, including billing, accounts payable, payroll, cash activity, general ledger accounting, and account reconciliations.
- Partner with billing and finance operations personnel to improve matter, time, rate, billing, collection, and cash-application processes.
- Help establish clear ownership, review standards, documentation, and backup coverage for recurring accounting processes.
- Participate in monthly and year-end close activities, including review of reconciliations, journal entries, accruals, and supporting schedules.
- Coordinate information needed for retirement plan audits, tax filings, insurance renewals, benefit-plan reporting, banking requirements, and other compliance activities.
- Controls process improvement and leadership.
- Evaluate accounting workflows and internal controls; recommend practical improvements that reduce risk, manual effort, and dependence on individual employees.
- Use financial systems, reporting tools, and automation to improve the accuracy, timeliness, and usefulness of financial information.
- Develop and maintain process documentation, calendars, checklists, and cross-training plans for critical responsibilities.
- Serve as a knowledgeable resource and reviewer for Finance team members; provide coaching and day-to-day guidance within assigned functional areas.
- Support Finance projects and other analyses requested by the Director of Finance, Chief Operating Officer, Managing Partner, or other firm leaders.
- Build effective working relationships across offices and functions while handling sensitive partner, employee, and firm information with discretion.
Knowledge, Skills, and Abilities
- Bachelor's degree in accounting, finance, taxation, or a related field.
- CPA preferred.
- Experience managing, mentoring, and providing functional leadership to accounting staff.
- Strong knowledge of partnership or other pass-through entity taxation, including experience with tax planning, estimated payments, allocations, and owner reporting.
- Five or more years of progressively responsible accounting experience, including ownership of complex processes, reconciliations, financial review, and coordination with external advisors.
- Ability to translate complex tax and accounting matters into clear, practical guidance for partners and non-specialists.
- Strong judgment, attention to detail, organization, and ability to manage recurring deadlines and confidential information.
- Advanced proficiency with Excel and comfortable learning and improving financial systems and reporting tools.
To apply, please submit your cover letter and resume to Susan van Vollenhoven at svanvollenhoven@pierceatwood.com
The target salary range for this position varies by location and is commensurate with relevant experience: Portland $95,000-$140,000.