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ROI Financial Advisors, LLC

ROI provides comprehensive financial services, helping each client learn, plan, grow, and thrive. We’re launching a “one-stop shop” called ROI+, to include more services such as ROI+ Tax and ROI+ Real Estate. Our new ‘+’ delivers greater value to our clients – and our employees.

CEO, Lance Johnson says, “Start taking steps toward your dreams. It’s possible to enjoy the process, with the right help along the way.” Invest in yourself, with ROI.

Simple. Smart. Effective.

Do you enjoy...

01 HELPING others

02 Brilliant TEAMWORK

03 Professional GROWTH

04 Big IDEAS

05 Celebrating WINS

YES? Then let’s talk.

We're growing at ROI

Invest in your future

Invest in your future

Apply now for success

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ROI Financial

Client Services Specialist

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

Licensed Tax Preparer (LTP)

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.

ROI Tax

Licensed Tax Consultant

Position Overview

We’re hiring for the upcoming tax season!

ROI Tax, LLC is looking to hire a Licensed Tax Consultant who have a future interest in becoming a CPA and stepping into a leadership role. Our LTC 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.

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 LTC Exam.
3+ 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.

ROI Tax

CPA

Position Overview

We’re hiring for the upcoming tax season!

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.

ROI Tax

Senior Tax Accountant & Consultant

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

Junior CPa Tax Accountant & Consultant

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?

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

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

ROI Tax

BookKeeper & Administrative Assistant

ROI Tax, LLC
Portland, OR

Job details:

Pay
$20.00 – $30.00 per hour

Job type
• Full-time

Number of openings for this position
• 1

Schedule
• Monday to Friday

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

________________________________________

Job description
ROI Tax is hiring!

We are looking for someone who is a core values match and has big dreams and is growth focused. 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 Bookkeeper/Administrative Assistant position is to give you the tools you need to thrive and add value to our clients and grow as a business professional. Our work environment is energized and fun, but also requires great attention to detail, and the ability to perform the workload in an efficient manner.

We are expanding in a major way, and know that having the right team, makes all the difference. Here are some of the nitty gritty requirements that we are looking for regarding this position:

ROI Tax, LLC is looking to hire a bookkeeper who would work with local businesses and our smaller clients to help them organize their accounting records and lend bookkeeping expertise wherever needed. This would include recording invoice data, maintaining business financial transactions, creating financial statements and related financial reports, remitting of payroll taxes, working with our CPAs during tax season, and any other necessary bookkeeping needs. With time and experience, our bookkeeper would have the opportunity to earn a lead bookkeeping position.

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.
• 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.

Preferred Experience and Qualifications:
• Bachelor’s degree in accounting or related field.
• Licensed as a CPA or LTP.
• 2+ years of experience in bookkeeping 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.
• Advanced Microsoft Excel knowledge.

Invest in your future

ROI Financial Advisors, LLC

Simple. Smart. Effective.

Do you enjoy...

01

HELPING others

02

Brilliant TEAMWORK

03

Professional GROWTH

04

Big IDEAS

05

Celebrating WINS

We're growing at ROI

Invest in your future

Investment Advisor Representative

Director of Communications

Financial Analyst

Client Services Specialist

Administrative Assistant

Licensed Tax Preparer (LTP)

Licensed Tax Consultant (LTC)

Certified Public Accountant (CPA)

Sr. Tax Accountant & Consultant

Jr. CPA Tax Accountant/Consultant

Bookkeeper & Administrative Assistant

Invest in your future

Apply now for success

Beaverton Office

Lake Oswego Office

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Ⓒ 2021 ROI Financial Advisors, LLC - All Rights Are Reserved

ROI Financial Advisors, LLC (dba ROI Financial) is an SEC registered investment advisor. rev 10.31.2022 ROI-MKT

ROI Financial

Client Services Specialist

ROI Tax

Licensed Tax Preparer (LTP)

ROI Tax

Licensed Tax Consultant

ROI Tax

CPA

ROI Tax

Senior Tax Accountant & Consultant

ROI Tax

Junior CPa Tax Accountant & Consultant

ROI Tax

BookKeeper & Administrative Assistant

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