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 a positive and friendly Licensed Tax Preparer who has a future interest in becoming a CPA and stepping into a leadership role. Our LTP will be helping prepare client tax returns with a high level of detail and integrity, while being understanding and friendly as you professionally interact with the clients. This position is at an apprenticeship level and will be working under the supervision of our Licensed Tax Consultant and Certified Public Accountant.
Position Responsibilities:
- Work with our expanding team of financial and related industry professionals.
- Prepare individual, corporate, partnership and fiduciary tax returns and amended returns.
- Apply company policies, procedures, and tax rules to troubleshoot and resolve tax issues.
- 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.
- Successfully passed the Oregon Tax Board’s LTP Exam.
- 2+ years of experience in related position.
- Experience working with CPA’s and 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.
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.