Position Overview
We’re hiring for the upcoming tax season!
Would you be interested in joining a highly motivated and growing team of tax professionals? Join us at ROI Tax and help us provide our local clients with the advice and assistance they need. We have ambitious goals at ROI Tax and need equally enthusiastic new members to join our growing team. ROI Tax believes in the value of relationships, and we are committed to providing the highest quality services to our clients every day.
ROI Tax, LLC is looking to hire full-time an experienced CPA who would work with the accounting team, local businesses, and our clients to help them sort out their accounting records and lend accounting expertise wherever needed. This would include organizing and updating accounting records as needed, preparing and analyzing reports on transactions, and preforming detailed audits regularly to ensure accuracy in financial documents, expenditures, and investments. Our ideal candidate has comprehensive knowledge of bookkeeping, auditing, and budgeting procedures. Previous work experience, along with a degree in Accounting and a CPA Qualification is required for this role.
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.
- Keep company financial information confidential.
- Forecast revenue and analyze profit margins.
- Oversee ledger reconciliation and manage accounts payable/receivable.
- 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.
- Ensuring compliance with the law and accuracy in accounting.
Preferred Experience and Qualifications:
- Bachelor’s degree in Accounting or Finance.
- Licensed as a CPA.
- 5+ years of experience in accounting related position.
- Understanding of Generally Accepted Accounting Principles (GAAP)
- 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 software, QuickBooks, and Microsoft Office.
- Advanced Microsoft Excel knowledge.
What We Offer:
- Health Insurance
- Retirement Savings Plan with Employer Matching
- Paid Time Off
- Unique and collaborative work environment
- Locations in Beaverton and Lake Oswego
- Expanding quickly into new locations
Schedule:
Monday-Friday: Standard hours
Workload and hours will increase during tax season each year.