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