ROI Tax, LLC
Portland, OR
Job details:
Pay
$20.00 – $30.00 per hour
Job type
Full-time
Number of openings for this position
1
Schedule
Monday to Friday
Benefits
- Health insurance
- Paid time off
- 401(k)
- Flexible schedule
- 401(k) matching
Job description
ROI Tax is hiring!
We are looking for someone who is a core values match and has big dreams and is growth focused. 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 Bookkeeper/Administrative Assistant position is to give you the tools you need to thrive and add value to our clients and grow as a business professional. Our work environment is energized and fun, but also requires great attention to detail, and the ability to perform the workload in an efficient manner.
We are expanding in a major way, and know that having the right team, makes all the difference. Here are some of the nitty gritty requirements that we are looking for regarding this position:
ROI Tax, LLC is looking to hire a bookkeeper who would work with local businesses and our smaller clients to help them organize their accounting records and lend bookkeeping expertise wherever needed. This would include recording invoice data, maintaining business financial transactions, creating financial statements and related financial reports, remitting of payroll taxes, working with our CPAs during tax season, and any other necessary bookkeeping needs. With time and experience, our bookkeeper would have the opportunity to earn a lead bookkeeping position.
Position Responsibilities:
- Work with our expanding team of financial and related industry professionals.
- Document internal transaction details
- Maintain complete and accurate profit and loss statements and balance sheets to support client tax returns.
- Maintain corporate clients’ books and financials in QuickBooks to support tax-filing and tax-planning and advice service.
- Coordinate delivery of Tax Organizers (via tax portal, US Mail, and in-person)
- Use tax portal to deliver and exchange tax documents with clients.
- Apply company policies, procedures, and tax rules to troubleshoot and resolve tax issues.
- 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 or LTP.
- 2+ years of experience in bookkeeping 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.
- Advanced Microsoft Excel knowledge.