Description

About Us:

We are a client-focused tax and advisory firm committed to delivering personalized, high-quality service to individuals, families, and small businesses. This role will focused on HNW and small business, and also collaborate with staff and the management team to monitor project workflow.

 
Position Summary:

We are seeking a detail-oriented and experienced Tax Senior / Tax Manager with an Enrolled Agent (EA) or CPA designation to join our growing team in Olympia or Tacoma, WA. This role is ideal for someone who thrives in a small firm environment, enjoys client interaction, and is passionate about tax planning and compliance.

 
Key Responsibilities:

• Prepare and review HNW individual, trust, and estate tax returns, and experience in business (S-Corp, C-Corp, Partnership).
• Conduct tax research and provide strategic tax planning for clients
• Communicate directly with clients and financial advisors to gather information, explain tax concepts, and deliver results
• Assist with IRS and state tax notices and audits
• Mentor junior staff and contribute to team development
• Work on-site during the first year, with potential flexibility in subsequent years.
• Collaborate with all team members and financial advisors on complex tax matters and client engagements
   

Qualifications:

• Active Enrolled Agent (EA) or CPA
• 5+ years of recent experience in public accounting or tax-focused firm
• Experience with high-net-worth individuals and small business clients, or business and estate/trust taxation.  
• Strong knowledge of federal and state tax laws and regulations
• Experience in tax software (e.g., UltraTax) and Microsoft Office Suite
• Excellent communication and client service skills
• Ability to manage multiple priorities and meet deadlines

Salary and Benefits: 

• Competitive salary based on experience
• Full coverage of an excellent medical insurance plan.
• Short term disability, and life insurance after 90 days.
• Generous paid-time off.

Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.