Hybrid CPA/EA Tax & Advisory Leader (Remote/On-Site)

Northwest Quadrant Wealth Management; Bend (OR); Hybrid; USD 112,500 - 137,500; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Paid time off

Work from home

Job summary

A wealth management firm in Bend, Oregon is seeking a Certified Public Accountant (CPA) or Enrolled Agent (EA) for a full-time on-site or hybrid role. The ideal candidate will possess an active CPA or EA license and a bachelor's degree in Accounting. Responsibilities include preparing tax returns, providing tax planning guidance, and collaborating with advisors. The firm offers competitive compensation, including a customizable structure based on fit and an option for equity, making it an excellent opportunity for career growth in a supportive environment.

Qualifications

• Active CPA or EA license in good standing.
• Bachelor’s degree in Accounting or related field.
• Strong technical knowledge of U.S. tax and accounting principles (GAAP).
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Proficiency with accounting software and Excel.

Responsibilities

• Prepare, review, and oversee tax returns for individuals, entities, and trusts.
• Provide proactive tax planning and compliance guidance.
• Review and analyze financial statements and accounting records.
• Collaborate with internal advisors to support integrated client solutions.
• Communicate clearly and professionally with clients on accounting and tax matters.
• Maintain compliance with federal and Oregon tax regulations.
• Contribute to internal process improvements as the firm continues to scale.
• Manage and grow an existing client book (if applicable).

Skills

U.S. tax and accounting principles

Attention to detail

Communication skills

Accounting software proficiency

Organizational skills

Education

Bachelor’s degree in Accounting or related field

Active CPA or EA license

Tools

Excel

Job description

A wealth management firm in Bend, Oregon is seeking a Certified Public Accountant (CPA) or Enrolled Agent (EA) for a full-time on-site or hybrid role. The ideal candidate will possess an active CPA or EA license and a bachelor's degree in Accounting. Responsibilities include preparing tax returns, providing tax planning guidance, and collaborating with advisors. The firm offers competitive compensation, including a customizable structure based on fit and an option for equity, making it an excellent opportunity for career growth in a supportive environment.