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 full time Client Service Representatives. This position will work from our ROI Beaverton and Lake Oswego offices.

ROI Financial is a boutique investment advisory firm that offers sophisticated investment management and active financial planning. You will be assigned to support clients assisting them with applications, appointments, and other office duties.

This position is full-time with benefits such as 401(k) with match, medical and dental offered with employer contribution. Relaxed working environment with free parking at our firm that is close to public transportation. Potential career development opportunities moving from a Client Service Specialist to a Financial Analyst.

Qualifications:

• Sophisticated interpersonal skills and excellent verbal and written communication skills.
• Demonstrates a high level of professionalism with confidential and sensitive information.
• Acute attention to detail.
• Ability and responsible attitude to manage priorities and to work on complex projects with general direction and guidance.
• Ability to work independently as well as communicative and collaborative skills for teamwork.

Preferred:

• Professional experience in client service with client interaction
• Financial background
• Experience using Salesforce.
• Excellent Microsoft skills (Excel, Outlook, etc.)

Duties may include but not limited to:

• Greet clients before meetings, offer warm reception and schedule follow up meetings.
• Collaborate with financial analyst team in preparation of client meetings (producing reports, gathering information).
• Create meeting agendas, prepare meeting folders, and complete post meeting tasks timely.
• Assist tasks such as opening and closing accounts, adding beneficiaries, transferring assets, move money forms, and consolidating accounts.
• Communicate with clients verbally or in writing to inform or answer operational or administrative requests and inquiries and problem resolutions.
• Monitor and initiate quarterly service requests with custodians on behalf of client.
• Create portfolios in portfolio management system and update CRM (Salesforce) and internal systems with client data.
• Communicate with sponsor companies to acquire forms, policies, procedures and monitor the task progress.
• 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.

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. 

Job Type: Full-time

Pay: $18.00 – $21.00 per hour

ROI Tax, LLC – Lake Oswego, OR 97035

Apply Now

Position Available

Senior Tax Accountant & Consultant (full-time)

ROI Tax is hiring! We are looking for someone who has core values that match the firms and has big dreams and wants to make their dreams become reality. 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 Senior Tax Accountant & Consultant position is to give you the tools you need to thrive and add value to our clients and grow as a business professional. We want to invest in you so that you become a key component in the company’s growth.

Our work environment is energized and fun, but also requires great attention to detail, and the ability to perform the work load in an efficient manner.

We are looking for someone to jump in and master the current process, and focus daily on improvement, with a humble spirit.

We are expanding in a major way, and know that having the right team, makes all the difference. Please continue reading to learn more about the position:

About Us

ROI Tax, LLC was formed with the goal of providing the best possible service to our clients by combining thorough and timely tax review and preparation, strategic consulting to help individuals and businesses obtain greater control over their tax liability, and year-round tax planning as a key component of a larger financial plan. ROI Tax has recently merged with Ohanesian, CPA to work towards this goal, joining two experienced and like-minded teams of accounting and financial professionals.

We are aggressively pursuing opportunities to buy out and partner with other practices lead by experienced CPAs seeking to retire in 3-5 years. Our goal is to open new offices in the Portland Metro area, Bend, and Vancouver, WA over the next 10 years while building up a strong team of tax consultants to operate as managers of these offices. As we develop a proven record, we are also seeking to expand nationally.

ROI Tax, LLC is a sister company of ROI Financial, LLC. ROI Financial is a Registered Investment Advisor and provides financial planning, wealth management, and other related financial advising services to its clients.

Position Overview

This position is for a licensed CPA with 5-10 years of experience with an interest in stepping into a lead CPA position as a partner.

Position Responsibilities

• Work with our expanding team of financial and related industry professionals.
• Prepare individual, corporate, partnership and fiduciary tax returns and amended returns.
• Maintain complete and accurate documentation to support each tax return.
• Coordinate delivery of Tax Organizers (via tax portal, US Mail, and in-person)
• Receive, review, and resolve federal and state income-tax controversy and inquiries.
• Use tax portal to deliver and exchange tax documents with clients.
• Maintain corporate clients’ books and financials in QuickBooks to support tax-filing and tax-planning and advice service.
• 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.
• At least 5-10 years of experience in 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.

Compensation

$75,000 – $100,000 per year, depending on experience and qualifications

Schedule

Monday-Friday standard hours

Workload and hours will increase during tax season each year.

Job Type: Full-time

Salary: $75,000.00 – $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Application Question(s):

• Are you located in the Portland Metro?

Education:

• Bachelor’s (Required)

Experience:

• Accounting: 5 years (Required)

License/Certification:

• CPA License (Required)

Work Location: One location

ROI Tax, LLC – Lake Oswego, OR 97035

Apply Now

Position Available

Junior CPA Tax Accountant & Consultant (full-time)

ROI Tax is hiring! We are looking for someone who has core values that match the firms and has big dreams and wants to make their dreams become reality. 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 Senior Tax Accountant & Consultant position is to give you the tools you need to thrive and add value to our clients and grow as a business professional. We want to invest in you so that you become a key component in the company’s growth.

Our work environment is energized and fun, but also requires great attention to detail, and the ability to perform the work load in an efficient manner.

We are looking for someone to jump in and master the current process, and focus daily on improvement, with a humble spirit.

We are expanding in a major way, and know that having the right team, makes all the difference. Please continue reading to learn more about the position:

About Us

ROI Tax, LLC was formed with the goal of providing the best possible service to our clients by combining thorough and timely tax review and preparation, strategic consulting to help individuals and businesses obtain greater control over their tax liability, and year-round tax planning as a key component of a larger financial plan. ROI Tax has recently merged with Ohanesian, CPA to work towards this goal, joining two experienced and like-minded teams of accounting and financial professionals.

We are aggressively pursuing opportunities to buy out and partner with other practices lead by experienced CPAs seeking to retire in 3-5 years. Our goal is to open new offices in the Portland Metro area, Bend, and Vancouver, WA over the next 10 years while building up a strong team of tax consultants to operate as managers of these offices. As we develop a proven record, we are also seeking to expand nationally.

ROI Tax, LLC is a sister company of ROI Financial, LLC. ROI Financial is a Registered Investment Advisor and provides financial planning, wealth management, and other related financial advising services to its clients.

Position Overview

This position is for a licensed CPA with 3-5 years of experience with an interest in working towards a senior position as an office manager and potential partner.

Position Responsibilities

• Work with our expanding team of financial and related industry professionals.
• Prepare individual, corporate, partnership and fiduciary tax returns and amended returns.
• Maintain complete and accurate documentation to support each tax return.
• Coordinate delivery of Tax Organizers (via tax portal, US Mail, and in-person)
• Receive, review, and resolve federal and state income-tax controversy and inquiries.
• Use tax portal to deliver and exchange tax documents with clients.
• Maintain corporate clients’ books and financials in QuickBooks to support tax-filing and tax-planning and advice service.
• 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 pursuing CPA while currently licensed as a LTC or LTP
• At least 3-5 years of experience in 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.

Compensation

$55,000 – $75,000 per year, depending on experience and qualifications

Schedule

Monday-Friday standard hours

Workload and hours will increase during tax season each year.

Job Type: Full-time

Salary: $55,000.00 – $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Application Question(s):

• Are you located in the Portland Metro?

Education:

• Bachelor’s (Preferred)

Experience:

• Accounting: 2 years (Required)

License/Certification:

• CPA License (Required)

Work Location: One location