Looking for a long-term career opportunity in a professional environment? Are you ready to quit the stressful commute into Portland and join a firm where a healthy work/family balance is valued? ROI Financial Advisors, LLC is a local firm specializing in financial planning and tax preparation. We are looking for a CPA to join our firm. We are looking for someone with experience in individual and business tax preparation, and bookkeeping. This is an immediate, direct-hire opportunity for a senior tax accountant.

Responsibilities Include:

• Managing client relationships, due dates, and workflow
• Reviewing & Preparing individual, corporate and partnership tax returns
• Helping clients solve complex tax issues as well as their small business accounting challenges
• Providing exceptional service to current clients and assisting with bringing in new clients

Qualified candidates must:

• Be a licensed CPA in OR.
• Possess 4+ years of experience preparing and reviewing complex tax returns for a public accounting firm
• Have experience preparing and reviewing bookkeeping, payroll tax, sales tax, and compilations
• Have a working knowledge of Adobe Acrobat, QuickBooks, Microsoft Excel, Word and Outlook. Experience using UltraTax is a plus.
• Have a professional demeanor with excellent communication skills
• Enjoy working with people and understand the importance of nurturing and building the firm’s clientele

Benefits for a Senior Tax Accountant

• Competitive salary based on experience and skill set
• Opportunities for professional growth including possible partner track
• Reasonable work goals
• Health insurance
• Retirement plan with employer match
• Paid holidays and PTO

Required experience:

• Tax review for a public firm: 4 years

Job type: Full-time

Required license or certification:

• CPA

If you have experience in the following areas, this may be an ideal position for you: tax manager, senior tax accountant, tax associate, senior accountant, senior tax. To be considered for this position your resume must be accompanied with a cover letter summarizing your experience and why your background would be a good fit for the position. In addition, please include your salary requirements in your cover letter. Please send application including resume and cover letter to michele.l.johnson@roi-fa.com.

As a financial advisor at ROI Financial, you will engage with clients to create a wealth strategy to guide them on their path to achieving financial independence. Our firm serves individuals, families and businesses across all industries. We are hiring full-time advisors to join our team in Beaverton, Oregon. If you are looking for a change in career, want the freedom of an entrepreneur, and want to serve clients as a true fiduciary; reach out to us today to see if you are a good fit.

Values:

• Integrity: serve clients with honest and true responsibility.
• Determination: always strive to become better. Finding new avenues to create opportunities for your clients, the firm and yourself.
• Drive: allow your passion to enhance your desire and ability to serve others

Skills

• Communication: ability to speak intelligently with others in any given situation.
• Self-starter: able to work independently to market, meet with clients and achieve personal goals.
• Use of Technology: understand basic use of new technologies and use them to drive success.
• Coachability: our firm has multiple resources in serving clients, being able to learn to methods, industries, and techniques is vital to success.

Experience

• Basic understanding of finances, insurance, banking and other related fields is a plus but not mandatory.
• Sales experience is a plus but not mandatory.
• Working in commission only salary is a plus but not mandatory.

Job Types: Full-time, Commission

Experience:

• Finance: 1+ years (Preferred)

Annual Compensation:

• Commission
• Other Forms

To be considered for this position your resume must be accompanied with a cover letter summarizing your experience and why your background would be a good fit for the position. In addition, please include your salary requirements in your cover letter. Please send application including resume and cover letter to michele.l.johnson@roi-fa.com.

Growing investment management firm seeks a full time, Client Service Specialist. This position will work from our Beaverton office. Position is back-office/admin and typically not client-facing (think: emails/calls with clients and custodians regarding paperwork, not in-person meetings with clients explaining economy and investment portfolio).

ROI Financial is a boutique investment advisory firm that offers sophisticated investment management and active financial planning. You will be assigned to support clients rather quickly.

This position is full-time with benefits such as 401(k) with match, full medical and dental offered with employer contribution. Relaxed working environment with free parking and close to transit.
We are seeking a candidate who is organized and professional, focused on details, and has experience in customer service. Experience in the financial services industry in not required, but preferred.

Qualifications:

• Previous experience in professional client service is recommended but not required.
• Have excellent interpersonal skills and excellent verbal and written communication skills.
• Demonstrates a high level of professionalism with confidential and sensitive information and all clients.
• Acute attention to detail.
• Ability to work on complex projects with general direction and minimal guidance.
• Ability to manage priorities and workflow and work independently.

Duties may include but not limited to:

• Greet clients before meetings, offer warm reception and schedule follow up meetings.
• Assist with servicing client relationships.
• Provide client relationship management by monitoring client communications and completing client requests (move money, consolidating accounts, granting website access, etc.).
• Create meeting agendas and take notes from dictation post meetings.
• Collaborate with client service team in preparation of client meetings (producing reports, gathering information).
• Communicate with clients verbally or in writing to inform or answer operational/administrative requests and inquiries and problem resolution.
• Monitor and initiate service requests with custodians on behalf of client.
• Assist tasks such as opening and closing accounts, reregistering accounts, client gifting, processing RMDs, and distributions.
• Create portfolios in portfolio management system and update CRM (Salesforce) and internal systems with client data.
• Oversee the correct execution of client service procedures for the firm. Continually research and implement more efficient and effective policies and procedures for client service/reporting expectations.
• Light office work, lobby presentation, supply refills, kitchen.

To be considered for this position your resume must be accompanied with a cover letter summarizing your experience and why your background would be a good fit for the position. In addition, please include your salary requirements in your cover letter. Please send application including resume and cover letter to michele.l.johnson@roi-fa.com.