Tax Operations & Senior Client Manager – Cannabis & Psychedelics-Focused Accounting Firm (Remote Possible)
Join a fast-growing, progressive team shaping the future of tax advisory in high-growth industries.
About Us
Calyx CPA LLC is a boutique tax and accounting firm specializing in the unique needs of plant medicine companies. It offers comprehensive business consulting, entity advisory, tax planning, and tax preparation services to companies across the U.S.
We’re based in southern Oregon, but we have remote staff and clients located across the U.S. We’re a friendly group of about 19 individuals (and growing fast) and we value integrity, advocacy, commitment, and care for both our clients and teammates.
The Opportunity
We’re looking for a Senior Client Manager in Tax ready to step into a leadership role, someone who will serve as both the leader of their production team and a primary relationship lead for a portfolio of high-value clients.
You won't be preparing or reviewing tax returns. Instead, your focus is on delivering value as a trusted advisor by providing clear relatable guidance to clients, helping them save significantly on taxes, and translating complex tax concepts into language they can understand.
This role is about leading a team, managing client relationships, and delivering smart, strategic tax planning with confidence and care.
You will also develop a leading expertise in taxation issues related to cannabis companies.
Key Responsibilities
● Lead relationships with clients, providing high-level tax, accounting, and business guidance.
● Communicate complex tax concepts in accessible language for a wide variety of client types.
● Collaborate with the Senior Production Manager to finalize deliverables and workflows.
● Mentor and guide your team: Assistant Client Manager, Production Manager, tax and bookkeeping staff.
● Conduct strategic client meetings on tax planning, entity structuring, accounting systems, and more.
● Support team performance through feedback, training, and clear leadership.
● Conduct semi-annual performance reviews for your team members.
● Contribute to a culture of professionalism, learning, and client-centered service.
What Success Looks Like
By your 6-month mark, you’ve:
● Built strong, trust-based relationships with your client portfolio.
● Delivered high-level tax planning recommendations that saved clients money and stress.
● Developed team members by reviewing their work, sharing knowledge, and encouraging growth.
● Created efficiencies in communication and workflow between you, your team, and your clients.
Must-Have Qualifications
● 7–15+ years of experience working directly with clients and managing teams in a tax/accounting environment.
● CPA or EA designation.
● Strong interpersonal skills; natural communicator and relationship-builder.
● High-level knowledge in reviewing and finalizing returns for S-Corps, C-Corps, Partnerships, and Individuals.
● Ability to analyze financial statements and identify tax strategy opportunities.
● Comfortable leading both clients and staff with empathy and authority.
● Experience in public accounting (large or boutique firm).
Nice to Have
● Knowledge of cannabis or psilocybin industry regulations and challenges.
● Proficiency with tools like QuickBooks, Lacerte, Microsoft Office, Xero, etc.
● Experience managing clients with $1M–$20M in gross revenue.
● Familiarity with forms 3115 and 8275.
● Experience with payroll and bookkeeping workflows.
Compensation & Benefits
- Salary: $160,000 – $200,000 annually (DOE)
- Annual Bonus: Based on company profitability
- Retirement: SIMPLE IRA with company match
- Health: 100% coverage for employee + 50% for dependents
Time Off
● Paid office closure twice a year for 3 weeks each (winter + summer)
● Unlimited PTO (planned absences outside closures limited to 2 consecutive weekdays)
● 6 weeks paid parental leave at 50% salary
- Equipment: Company-provided computer
- Remote Perks:
● 100% remote work with option for in-person/hybrid if based in Oregon
● 50% reimbursement for internet (remote employees)
● Company-paid CPE & licensure maintenance
Culture & Events
● Casual, down-to-earth team environment
● Annual company gathering (travel paid for employee + one companion)
● Opportunity to attend industry conferences (e.g., MJBizCon)
Work Schedule & Location
● Schedule: Monday–Friday, 8:00 AM – 5:00 PM PT
● Location: Medford, Oregon or Remote (U.S.-based)
Why Join Us
We’re a mission-driven, growing firm working at the frontier of emerging industries. If you want to do meaningful work in a fast-evolving space—with great clients, a supportive team, and leadership that values balance—this is the place. You’ll make a difference here.
Job Type: Full-time
Pay: $160,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Cell phone reimbursement
- Continuing education credits
- Dental insurance
- Family leave
- Flexible schedule
- Health insurance
- Internet reimbursement
- License reimbursement
- On-the-job training
- Opportunities for advancement
- Paid sick time
- Paid time off
- Parental leave
- Retirement plan
- Unlimited paid time off
- Vision insurance
- Work from home
Experience:
- Public accounting: 7 years (Required)
License/Certification:
- CPA or EA certification (Required)
Work Location: Remote