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Sherwood School District

Sherwood, Oregon

BNY Mellon

New York, New York

Evanston Community Foundation

Evanston, Illinois

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The Bank of Tampa

Tampa, Florida

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Fischer, Hayes, Joye & Allen, LLC

Salem, Oregon

Donatelli & Coules, Ltd.

Hinsdale, Illinois

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Alkon & Levine, PC

NEWTON, Massachusetts

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The Bank of Tampa

St. Petersburg, Florida

Confidential

Portland, Oregon

Emge & Whyte CPAs

Eugene, Oregon

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CLS FINANCIAL ADVISORS INC

Portland, Oregon

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Senior Tax Associate
Role PurposeThe Senior Tax Associate’s goal is to provide accurate and timely tax return preparation and planning services to our high income and high net worth clients. The Senior Tax Associate is responsible for communicating with clients and preparing and reviewing all necessary federal and state tax returns (individual, trust, gift, and business). As part of the tax team, the Senior Tax Associate will work portfolio executives and our financial planners to prepare tax plans so that our clients obtain coordinated, comprehensive, tax-aware financial advice. Principal Responsibilities•    Deliver responsive client service in coordination with our financial planners, portfolio executives, and relationship managers•    Review tax


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