We specialize in providing high-quality tax, accounting, and advisory services to individuals, small businesses, trusts, etc. We pride ourselves on accuracy, excellent client communication, and leveraging modern tools for efficient service.
Key Responsibilities :
- Looking to add a Senior Tax & Accounting professional who can help maintain our standards and take on increased responsibility.
- Prepare and review federal, state, and local tax returns : individuals, corporations, partnerships, trusts
- Coordinate data gathering from clients; analyze and resolve tax / accounting issues
- Oversee general ledger entries, financial statements, reconciliations
- Review work of junior staff; provide mentoring and feedback
- Help with tax planning, projections, and advising clients on tax strategies
- Stay current on tax law / regulatory changes; ensure compliance
- Communicate clearly with clients : written and verbal explanations of tax issues or results
- Assist in process improvements, work with accounting software or tools to increase efficiency
- Prepare and review complex tax returns, manage client relationships, organize and prioritize multiple deadlines, and mentor junior staff.
- This person will also help streamline processes, contribute to planning and advisory work, and maintain high standards in accuracy and communication.
Required Qualifications :
Minimum 5 years of public accounting tax experience (or equivalent)Strong working knowledge of tax software (e.g. Lacerte, UltraTax, ProSeries, etc.) and accounting software (e.g. QuickBooks, Xero, or similar)Excellent organizational skills; ability to manage multiple clients / deadlines simultaneouslyStrong communication skills (client-facing)Attention to detail; ability to identify issues and resolve them proactivelyA strong tax and accounting backgroundTax accounting : 1 year (Required)QuickBooks : 1 year (Preferred)Preferred / Nice to Have :
Bachelor's degree in Accounting, Finance, or related fieldCPA license (or actively pursuing) preferredExperience with Oregon state & local taxationExperience mentoring or supervising junior staffFamiliarity with tax research tools (CCH, Thomson Reuters, etc.)Interest in advising / planning beyond complianceBenefits :
Flexible scheduleHealth insuranceOpportunities for advancementPaid sick timePaid time offRetirement planTuition reimbursement