Tax Preparer & Planning Specialist

GetJobSmart; Portland (OR); On-site; USD 70,000 - 92,000; Full time

Benefits offered by this job

Health insurance

Employer matching retirement plan

Professional development opportunities

Job summary

Summit North Solutions in Portland, OR is seeking a Tax Preparer to prepare and file tax returns for individuals and businesses, ensuring IRS compliance and accurate tax advice.

The role requires a Bachelor's in Accounting/Taxation, 1–3 years of tax experience, proficiency with QuickBooks or TurboTax, strong attention to detail, and excellent communication. Competitive salary with comprehensive benefits and opportunities for professional development.

Qualifications

• Bachelor's degree in Accounting/Taxation or related field required.
• 1–3 years of hands-on tax preparation experience.
• Proficiency in tax software (QuickBooks, TurboTax) required.
• Strong attention to detail and accuracy in tax filings.
• Excellent communication and interpersonal skills; ability to explain tax concepts clearly.

Responsibilities

• Prepare and file individual and business tax returns accurately and efficiently.
• Assist clients with tax planning strategies to minimize liabilities and maximize refunds.
• Stay up-to-date with current tax laws and regulations.
• Provide exceptional customer service and address client questions and concerns.
• Collaborate with team members to ensure timely completion of tax tasks.
• Maintain organized records and documentation for audits.

Skills

Tax preparation

Attention to detail

Customer service

Communication

Organizational skills

Education

Bachelor's degree in Accounting/Taxation

CPA or EA designation preferred

Tools

QuickBooks

TurboTax

Job description

Summit North Solutions in Portland, OR is seeking a Tax Preparer to prepare and file tax returns for individuals and businesses, ensuring IRS compliance and accurate tax advice.

The role requires a Bachelor's in Accounting/Taxation, 1–3 years of tax experience, proficiency with QuickBooks or TurboTax, strong attention to detail, and excellent communication. Competitive salary with comprehensive benefits and opportunities for professional development.