Role Description As a Senior Technical Tax Manager, you will: - Stay updated with the latest tax regulations and provide authoritative advice on challenging tax matters. - Scrutinize intricate tax returns to ensure accuracy, compliance, and optimal tax positions before filing. - Act as the primary technical resource for the tax team. - Address and resolve inquiries and provide guidance on complex client scenarios. - Lead mentoring, training, internal processes, and procedures. - Meet with high-profile/complex clients. - Assist with developing and designing tax models based on current regulations and tax strategies. - Assess and validate current tax software. Qualifications - CPA or EA with 10+ years of relevant experience. - At least 3 years of experience managing and mentoring a small tax team. - Bachelor’s or Master’s degree in Accounting or Taxation. - Deep knowledge of federal tax law, including pass-throughs and corporations. - Tech-savvy and process-oriented—comfortable optimizing workflows. - Able to distill complex tax issues into clear, actionable advice. - Motivated by autonomy, impact, and building something meaningful. Requirements - Experience with 1120s, trusts, estates, and gift tax planning. - Familiarity with private equity and venture capital clients. Company Description Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. Our goal is to optimize our clients’ taxes and ensure their compliance by utilizing our proprietary technology platform and team of expert in-house tax professionals.

• Lead UK tax reporting while supporting global audits • Prepare and review quarterly and annual income tax provisions • Apply deep technical expertise in UK corporate tax • Partner with local controllers to support quarter-close activities • Coordinate preparation, review, and timely submission of tax returns • Provide transfer pricing oversight • Assess cross-border withholding tax obligations • Support tax planning initiatives

We are looking for a seasoned tax manager or a senior manager to join our core business tax team. This particular practice focuses on closely held family groups and their individual owners.  It’s relationship heavy and never boring. If you think of yourself as a bit of a generalist that leans heavily towards flow through entities, but still understand the implications of how they flow through to a 1040, this could be your thing. What’s the work arrangement? Our tax and audit teams may be spread across the country, but they work together seamlessly and successfully – and unlike many of our competitors, we have not had an RTO mandate.  That said, we would love for this position to be situated locally to the Portland or Seattle market – you are working with local business leaders, after all, and we will prioritize those candidates. Interested in moving to Portland? That works too – and we will help cover the cost. Please be explicit about this on your resume or cover letter. A culture where flexibility and balance add up to success. At Perkins, our leadership team know that public accounting is a demanding profession and is committed to a people-first culture that respects your time, values your contributions, and supports a sustainable career. We believe that when you’re set up for success, we all win. That’s why our expectations are both clear and reasonable: full-time managers have a target of 1,375 charge hours and senior managers have a target of 1,350 charge hours (2,300 total hours annually), giving you the structure you need without the burnout. During peak season, you can expect to log at least 50 charge hours per week, with some weeks trending higher as deadlines approach—but you won’t be doing it alone. We collaborate, support each other, and always finish strong together. Our leadership team knows that public accounting is a demanding profession, which is the very reason for our ‘people-first’ culture. Time off to recharge. Empowering our staff with ample time off is central to how we operate and an important component to giving you the time you need to recharge. In addition to 5 weeks of PTO, enjoy 14.5 paid holidays and paid leave options, including parental leave. A smart move for your career. Join our team, and you’ll work with a damn good group of seasoned accounting professionals who thrive on a culture of respect, support, and being refreshingly easygoing, without sacrificing crucial career development and experience. We’ll give you the tools and resources to do your best work and mentorship programs that go above and beyond standard training, including self-selected development courses and career coaches. Our open-door policy gives you easy access to leadership, and our “choose your own adventure” approach to career development allows you to grow your career the way you want. We invite you to focus on your passions, promote you when you’re ready, and celebrate each career milestone you experience with us. What makes you a fit for this role? - Active CPA License - 5-7+ years of recent experience in public accounting that includes 2 in a manager/senior manager capacity, working in a paperless environment, reviewing complex returns, researching complex tax issues, managing client relationships, supervising project teams, and collection of accounts receivable - Experience reviewing (not just preparing) business tax returns (primarily forms 1120, 1120S; some 1065 & 1040); provisions; consolidated returns; multi-state returns; ASC 740 - Experience with Partnership basis adjustments - Due diligence experience on both buy/sell sides of M&A activity. Well-versed in taxable/nontaxable transactions of reorganizations and mergers, corporate issues of 382/383, E&P, and liquidating distributions. - Familiarity with foreign reporting experience (Form 5471, 5472, FBAR, 8865, 1042) is preferred - Excellent communication skills including a proven ability to give and receive positive and constructive feedback - Organized, detail-oriented, and ability to solve problems (critical thinker) - Collaborative approach to getting work done, shares knowledge, and seeks knowledge of others as appropriate - Embraces new/changing technology; adept at using MS Office (Word, Excel, Outlook, Teams) and tax software (preferably CCH Axcess & Engagement) Compensation and benefits: - Salary range is $120K - $175K annually, varying DOE and level. Compensation may be adjusted for those who live in areas with a higher cost of labor than Portland, OR - 401(k) profit sharing plan; immediate vesting of employer contributions - 14.5 paid holidays, 5 weeks of paid time-off (PTO), ample paid leave, including family leave - Incentive plan for sales leads See our full list of benefits. A company you’ll feel proud to be part of. We don’t like to brag, but we have some significant accolades under our belt—all thanks to our passionate teams. At Perkins, we feel good about our work and love that our community feels good about it, too. - #1 Most Admired Accounting firm in Oregon & SW Washington. 17 years on Oregon's Most Admired Companies list (Portland Business Journal) - 3rd Most Diverse Accounting Firm in Portland Metro (Portland Business Journal) - Best of Accounting Diamond Award Winner for Exceptional Client Service (ClearlyRated) - Largest women-owned accounting firm in Oregon & Clark and Skamania counties, WA. - 12th largest women-owned business in Oregon & Clark and Skamania counties, WA. - We AAM to Serve award for Corporate Philanthropic Efforts (Association for Accounting Marketing) - Best Accountant of Portland (Willamette Week reader's poll) Does Perkins sound like the perfect fit for you? We keep it simple: just submit your resume or LinkedIn profile—no tedious application form or cover letter required. Perkins & Co is an Equal Opportunity Employer #LI-JB1

Role Description The role of Senior Manager is responsible for preparing tax returns, tax provisions, transfer pricing, and tax consultation services to clients. Senior Managers are a critical part of the engagement team and will usually be the primary client contact. They are expected to: - Lead internal and external training sessions and foster the career development of tax Staff, Seniors, and Managers. - Manage small to mid-size clients and perform functions that foster business development and client relationships. - Coordinate the activities of the tax unit or department to render quality tax services to clients. Responsibilities - Apply academic training and professional experience in accounting and tax laws/regulations to review complicated tax returns (corporate, dual-status and expatriate individual, partnership). - Review letters prepared by Staff and Seniors on behalf of taxpayers to federal and state taxing jurisdictions regarding complex tax issues. - Directly deal with tax auditors on behalf of clients. - Research and interpret tax laws on complex issues and questions arising from client transactions, audits, and tax filings. - Review and provide feedback on research prepared by Staff and Seniors. - Review and analyze transfer pricing studies prepared by Staff and Seniors. - Prepare complex transfer pricing study analyses. - Review and analyze tax provisions prepared by Staff and Seniors. - Prepare complex tax provisions for financial statements. - Build client satisfaction by leading client meetings, providing timely and effective responses to requests and concerns, and providing consultation on all tax matters. - Serve as the main contact to clients, ensuring satisfaction with services and identifying opportunities for additional professional services. - Communicate effectively and professionally, both orally and in writing, to build business relationships. - Demonstrate broad, in-depth understanding of tax concepts and actively pursue increased tax knowledge through client assignments. - Keep abreast of current tax developments and develop knowledge in specialized areas. - Plan and manage multiple tax engagements simultaneously. - Manage one’s own time and work, as well as the time and work of Staff, Seniors, and Managers. - Ensure work is completed within deadlines and established budgets. - Promote positive working relationships within a diverse work environment and ensure that all team members are treated with respect. - Monitor engagement team's use of technology to ensure effective usage. - Motivate, train, and coach team members to further their professional development. - Review and evaluate Staff, Seniors, and Managers; provide timely performance feedback. - Work with other departments to ensure proper cooperation and coordination. - Manage and run engagements with consultation of Partners and Principals. - Actively participate in firm marketing and proposal efforts. - Actively participate in recruiting talent to the firm. Qualifications - Undergraduate degree in Accounting, or a tax concentration within an accounting program from an accredited college/university. - A CPA or EA license. - 10+ years of tax service experience in a public accounting firm. - Tax Manager experience a plus. - Experience preparing individual, business, benefit fund, real estate, and exempt organization tax returns. - Strong computer skills: proficiency in tax accounting software, Excel, Word. - Excellent interpersonal, oral, and written communication skills. - Business level proficiency in English required – Dual business level proficiency in Japanese required. - Detail-oriented and able to multi-task managing people and projects. Benefits - Teleworking - Medical, dental, vision, and life insurance - 401k retirement plan - Paid sick and vacation time - Paid volunteer time off / Matching Donations - Referral bonus program - CPA/EA license incentives and professional membership reimbursements