Senior Tax Accountant & Consultant

ROI Financial Advisors, LLC; Lake Oswego (OR); Hybrid; USD 75.000 - 100.000; Vollzeit

Zusammenfassung

ROI Tax, LLC is seeking a Senior Tax Accountant & Consultant in the Portland area. This licensed CPA role requires 5–10 years of experience, with leadership aspirations toward ownership, and a strong commitment to accuracy, integrity, and client-focused service.

You will prepare individual, corporate, partnership and fiduciary returns, manage staff, and implement efficient processes while expanding the firm’s office network across the region.

Qualifikationen

• Bachelor's degree in accounting or related field.
• CPA license required.
• 5–10 years of relevant experience.
• Experience managing an office with staff.
• Strong analytical and research skills.
• Excellent attention to detail.
• Ability to adapt to changing priorities.
• Strong communication and project management abilities.

Aufgaben

• Collaborate with expanding team of professionals.
• Prepare returns for individuals, corporations, partnerships, and fiduciaries.
• Maintain documentation to support each return.
• Coordinate delivery of Tax Organizers via portal, mail, and in person.
• Respond to federal/state income tax inquiries.
• Use portal to exchange tax documents with clients.
• Maintain client books and financials in QuickBooks to support tax planning.
• Ensure staff work assignments flow and are completed accurately.
• Implement technology within client assignments and processes.
• Support professional development through client work and continuing education.

Kenntnisse

Attention to detail

Analytical skills

Self-motivation

Communication skills

Adaptability

Ausbildung

Bachelor's degree in accounting

CPA license

Tools

UltraTax

QuickBooks

Microsoft Office

Jobbeschreibung

ROI Tax is hiring! We are looking for someone who has core values that match the firms and has big dreams and wants to make their dreams become reality. If that speaks to you, please keep reading!

Do you thrive with routine systems and processes?

Are you the type of person who aims for accuracy and has integrity in their work?

Do you value education and thrive in a growth environment?

Is this job posting getting you fired up!? Then keep reading!

Are you the type of person who believes that being open, honest, and transparent is how you move the needle and make progress?

At ROI Tax we thrive to create a client focused environment, operating on tried-and-true systems, that create an energized work environment. We operate on our core values of Accuracy, Integrity, Transparency, Education, and Client Focus.

Our goal in hiring for this Senior Tax Accountant & Consultant position is to give you the tools you need to thrive and add value to our clients and grow as a business professional. We want to invest in you so that you become a key component in the company’s growth.

Our work environment is energized and fun, but also requires great attention to detail, and the ability to perform the work load in an efficient manner.

We are looking for someone to jump in and master the current process, and focus daily on improvement, with a humble spirit.

We are expanding in a major way, and know that having the right team, makes all the difference. Please continue reading to learn more about the position:

About Us

ROI Tax, LLC was formed with the goal of providing the best possible service to our clients by combining thorough and timely tax review and preparation, strategic consulting to help individuals and businesses obtain greater control over their tax liability, and year-round tax planning as a key component of a larger financial plan. ROI Tax has recently merged with Ohanesian, CPA to work towards this goal, joining two experienced and like-minded teams of accounting and financial professionals.

We are aggressively pursuing opportunities to buy out and partner with other practices lead by experienced CPAs seeking to retire in 3-5 years. Our goal is to open new offices in the Portland Metro area, Bend, and Vancouver, WA over the next 10 years while building up a strong team of tax consultants to operate as managers of these offices. As we develop a proven record, we are also seeking to expand nationally.

ROI Tax, LLC is a sister company of ROI Financial, LLC. ROI Financial is a Registered Investment Advisor and provides financial planning, wealth management, and other related financial advising services to its clients.

Position Overview

This position is for a licensed CPA with 5-10 years of experience with an interest in stepping into a lead CPA position as a partner.

Position Responsibilities

• Work with our expanding team of financial and related industry professionals.
• Prepare individual, corporate, partnership and fiduciary tax returns and amended returns.
• Maintain complete and accurate documentation to support each tax return.
• Coordinate delivery of Tax Organizers (via tax portal, US Mail, and in-person)
• Receive, review, and resolve federal and state income-tax controversy and inquiries.
• Use tax portal to deliver and exchange tax documents with clients.
• Maintain corporate clients' books and financials in QuickBooks to support tax-filing and tax-planning and advice service.
• Ensure staff work-assignments flow properly and are completed accurately and timely.
• Implement technology within client assignments and internal processes.
• Support team members' and one's own pursuit of relevant professional development through current client assignments and outside continuing education and study.

Preferred Experience and Qualifications

• Bachelor's degree in accounting or related field.
• Licensed as a CPA.
• At least 5-10 years of experience in related position.
• Experience managing an office with supporting staff.
• Strong analytical and research skills.
• High attention to detail and accuracy.
• Willingness and ability to adapt to changing priorities as the organization grows.
• Demonstrated high level of self-motivation to drive effectiveness and efficiency.
• Superior verbal and written communication skills, including presentation skills.
• Experience with UltraTax or similar tax preparation software, QuickBooks, and Microsoft Office.

Compensation

$75,000 – $100,000 per year, depending on experience and qualifications

Schedule

Monday-Friday standard hours

Workload and hours will increase during tax season each year.

Job Type: Full-time

Salary: $75,000.00 – $100,000.00 per year