Job description

IMMEDIATE OPENING for a Senior Tax Accountant with CPA credentials earned.

You will be working in a fast-growing Wealth Management firm, preparing various types of tax returns and tax projection scenarios. We offer a clear career path with opportunities for advancement and professional development. If you want to be part of a fast-paced, fun company with much room for growth, we may be the place for you!

In this role, you will collaborate closely with financial advisors on tax planning and compliance matters, including the preparation and review of tax returns. The ideal candidate will possess strong communication skills and extensive technical expertise working with business entities, trusts, and high-net-worth individuals.

The candidate must have a minimum of 5-7 years’ experience preparing federal and state individual, trust, estate, and business returns.

You must be knowledgeable about the latest legislation and regulations, detail-oriented, comfortable analyzing tax data, interviewing clients, reviewing tax forms for completeness and accuracy, and ensuring the highest standards of confidentiality and customer service.

This role is an in-person tax preparer intended to be present in the office to meet with clients. A This role will be based in our Portland office but may cover tax needs at another office.

Successful candidates will possess an active CPA license, a degree in Accounting or Finance, and demonstrated experience providing tax compliance and planning services. Strong technical tax knowledge and attention to detail are essential for this role.

Responsibilities

5-7 years preparing high-net-worth individual, business, and trust tax returns.
Interviewing clients
Friendly and pleasant demeanor
Work with advisors to provide tax-efficient solutions to client needs
Draft client and advisor communications on behalf of the tax department
Stay informed on industry developments and changes in regulations
Quarterly estimated payments calculations and year-end tax planning

Skills

Proven work experience in tax accounting
Thorough knowledge of accounting and taxing authority procedures
Experience with UltraTax, and CS Planner, a plus
Intermediate or better Excel knowledge to work with data quickly
Tax planning experience
Excellent analytical skills with attention to detail
Integrity, with an ability to handle confidential information
Self-sufficient work ethic to take on and follow through on tasks independently

Job Types: Full-time

Pay: $110,000 -$140,000 per year

Benefits:

Dental insurance
Health insurance
Vision insurance
Life insurance
Flexible schedule
401K
401K match
Paid time off

Schedule:

Monday to Friday, Standard Tax Hours

Experience:

Tax Preparation: 5-7 years (Required)

License/Certification:

CPA, JD or Enrolled Agent (Required)

Ability to Relocate:

Portland, OR 97035: Relocate before starting work (Required)

Work Location: In person, In Office

Job Type: Full-time

Pay: $110,000.00 - $140,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

Experience:

Tax: 5 years (Preferred)
Accounting: 5 years (Preferred)

License/Certification:

CPA, E.A., JD (Required)

Work Location: In person