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.
- 503-941-5927
- [email protected]
- 503-941-5925
ROI provides comprehensive financial services, helping each client learn, plan, grow, and thrive. With the expansion of the idea ROI+, our goal is 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.
YES? Then let’s talk.
As an Investment Advisor Representative with ROI Financial Advisors, candidates develop and grow their own client base, supported by branch associates, an office team and other regional financial advisors. You’ll benefit from the experience that comes from over a 12-year history. Our Investment Advisor Representatives are a key value to our team, and we credit the success of ROI Financial Advisors to our team’s unique experiences, client relationships, and professionalism.
ROI Financial Advisors is built on the foundation of helping positively impact clients’ portfolios, helping them achieve long-term wealth building goals, and learning about asset management.
ROI Financial Advisors
Simple. Smart. Effective.
Investment Advisor Representative (IAR – SERIES 65/CFP) summary:
Financial Advisors work closely with clients and finance professionals to strategize ways to enhance profitability or minimize debt expenses. Their job is to meet with clients to help them develop wealth management strategies and other long-term financial practices to maximize their wealth into the future. They may also be responsible for assisting clients in creating a long-term budgeting plan based on their income, personal expense needs and outstanding debts.
Investment Advisor Representative (IAR) duties and responsibilities:
A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. The ideal candidate must have the highest interpersonal skills, with an entrepreneurial attitude towards expanding the client base. The individual must also have sound judgment in adopting the investment positions agreed to by clients. The ideal candidate should have prior experience as a stockbroker or financial planner, with a certified financial planner certification. The minimum education requirement is a bachelor’s degree, preferably in accounting or finance.
Investment Advisor Representative (IAR) job duties include:
Investment Advisor Representative (IAR) education and training requirements:
REQUIRED:
PREFERED:
Investment Advisor Representative (IAR) Working Conditions:
Will work from a local office. Beaverton, Lake Oswego, Portland, or Clackamas.
* Expanding quickly into new locations
What ROI Financial Offers:
Schedule: Monday-Friday – Standard hours
As a Financial Analyst with ROI Financial Advisors, candidates analyze economic conditions, stock market performance and other details to provide expert advice to company leadership before they make financial decisions. Financial Analysts organize data into accessible reports and perform various types of analysis using key metrics such as yearly growth, return on assets, return on equity and earnings per share. They gather data about other companies to determine industry standards and identify trends as they develop.
ROI Financial Advisors is built on the foundation of helping positively impact clients’ portfolios, helping them achieve long-term wealth building goals, and learning about asset management.
ROI Financial Advisors
Simple. Smart. Effective.
Financial Analyst summary:
Financial Analysts gather data to understand the trends affecting a specific type of product, geographical region or industry to help their clients make important investment decisions.
Financial Analyst duties and responsibilities:
A Financial Analyst studies a company’s financial data to give advice for guiding business investments and overall financial strategy. Their duties include predicting the return on investment for different stocks and business ventures, writing financial reports and collecting industry research to inform decision making.
Financial Analyst job duties include:
Financial Analyst education and training requirements:
REQUIRED:
PREFERED:
Chartered Financial Analyst (CFA) certification
Financial Analyst Working Conditions:
Will work from a local office. Beaverton, Lake Oswego, Portland, or Clackamas.
* Expanding quickly into new locations
What ROI Financial Offers:
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:
Preferred:
Duties may include but not limited to:
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 [email protected].
Job Type: Full-time
Pay: $18.00 – $21.00 per hour
As an Operations Manager with ROI Financial Advisors, candidates oversee routine and advanced duties for other off staff and advisors. Operations Managers work closely with all staff to oversee the company’s organizational processes and operations to ensure productivity and quality. The main duties include overseeing the recruiting and hiring process, compliance coordination, improving productivity, and efficiency and managing quality standards. Additional duties include creating correspondence, schedule meetings, answer phones, greet office visitors, and preparing necessary reports, forms, scans, or documents. The Operations Manager will also be responsible for helping to plan events and managing staff schedules.
ROI Financial Advisors is built on the foundation of helping positively impact clients’ portfolios, helping them achieve long-term wealth building goals, and learning about asset management.
ROI Financial Advisors
Simple. Smart. Effective.
Operations Manager/Compliance Skills & Qualifications:
– “Big picture” thinking to address top-level concerns
– Interpersonal skills to communicate with executives and staff employees
– Understanding of financial and budgeting processes and principles
– Strong personal and professional judgment
– Adaptability to respond quickly to a shifting reality and adjust initiatives and priorities
– Organizational skills and the flexibility to jump from priority to priority
– Comfortable with legal and regulatory processes to ensure company compliance
– Problem-solving skills
Operations Manager/Compliance job duties include:
– Manage and coordinate compliance requirements and documentation
– Long-term planning to support the company’s goals
– Coordinating staff to foster an exchange of ideas
– Provide cross-team learning opportunities
– Inspiring and motivating employees through positive encouragement and incentive initiatives
– Identifying potential problems and points of friction
– Finding solutions to maximize efficiency and revenue
– Enforcing regulatory and safety standards
– Greet clients and offer warm reception
– Schedule, coordinate and confirm client meetings
– Communicate with clients over the phone and email
– Collaborate with team in preparation of client meetings
– Update internal systems with client data
Operations Manager/Compliance education and training requirements: (Minimum Qualifications)
– Bachelor’s degree (Operations management or business preferred)
-2+ years of experience in Operations manager related work positions.
– 2+ years of experience in customer service and client face-to-face work positions.
– Experience working with a professional office and supporting staff.
– Superior verbal and written communication skills.
– A very high attention to detail and accuracy with all work.
– Willingness and ability to adapt to changing priorities as the company grows.
– Demonstrated a high level of self-motivation to drive effectiveness and efficiency.
– Proficient in Microsoft Office Suite: Outlook, Word, Excel, etc.
– Reliable transportation
– Other duties as assigned
Operations Manager/Compliance education and training requirements: (preferred)
– Salesforce or other CRM experience
Operations Manager/Compliance Working Requirements:
Will work from a local office. Beaverton, Lake Oswego, Portland, or Clackamas.
* Expanding quickly into new locations*
What ROI Financial Offers:
As an Administrative Assistant/Receptionist with ROI Financial Advisors, candidates oversee routine and advanced duties for other off staff and advisors. Administrative Assistants work closely with administrators and other employees to organize files, create correspondence, schedule meetings, answer phones, greet office visitors, and prepare necessary reports, forms, scans, or documents. Administrative assistants may also be responsible for helping to plan events and managing their supervisors’ schedules.
ROI Financial Advisors is built on the foundation of helping positively impact clients’ portfolios, helping them achieve long-term wealth building goals, and learning about asset management.
ROI Financial Advisors
Simple. Smart. Effective.
Administrative Assistant/Receptionist job duties include:
– Greet clients and offer warm reception
– Schedule, coordinate and confirm client meetings
– Communicate with clients over the phone and email
– Collaborate with team in preparation of client meetings
– Prepare meeting folders.
– Update internal systems with client data
– Initiate quarterly service contacts with clients
– Utilize scanner to save client documents and related files
Administrative Assistant/Receptionist education and training requirements:
REQUIRED: (Minimum Qualifications)
-High Schol Diploma, GED, Some College.
-2+ years of experience in administrative related work positions.
– 2+ years of experience in customer service and client face to face related work positions.
– Experience working with a professional office and supporting staff.
-Superior verbal and written communication skills.
– A very high attention to detail and accuracy with all work.
-Willingness and ability to adapt to changing priorities as the company grows.
-Demonstrated high level of self-motivation to drive effectiveness and efficiency.
-Proficient in Microsoft Office Suite: Outlook, Word, Excel, etc.
-Reliable transportation
– Other duties as assigned
PREFERED:
– Administrative experience 2-3 years
– Excellent Microsoft skills (Outlook, Excel, etc.)
– CRM (Client Relationship Management) software experience
– Salesforce or other CRM experience
Administrative Assistant/Receptionist Working Conditions:
Will work from a local office. Beaverton, Lake Oswego, Portland, or Clackamas.
* Expanding quickly into new locations
What ROI Financial Offers:
ROI Tax is seeking a highly skilled and detail-oriented Enrolled Agent (EA) to join our tax team. You will work closely with clients to prepare and file tax returns, resolve tax issues, and ensure compliance with federal and state tax laws. As an Enrolled Agent, you will be responsible for representing clients before the Internal Revenue Service (IRS) and providing expert advice on tax-related matters. The ideal candidate will have a strong understanding of tax codes, excellent analytical skills, and the ability to communicate complex tax concepts in a clear and concise manner. You will be expected to stay up to date with the latest tax regulations and use your expertise to help clients minimize their tax liabilities and maximize their financial well-being. This role requires a high level of integrity, professionalism, and a commitment to providing exceptional client service.
This position is full-time with benefits such as 401(k) with match, full medical and dental offered with employer contribution. Relaxed working environment with free parking and close to transit. We are looking for a candidate who is a dedicated tax professional with a passion for helping others navigate the complexities of the tax system, we encourage you to apply.
QUALIFICATIONS:
REQUIREMENTS:
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 [email protected]
Potential interview questions
REQUIRED:
PREFERED:
Chartered Financial Analyst (CFA) certification
Working Conditions:
Will work from a local office. Beaverton, Lake Oswego, Portland, or Clackamas.
* Expanding quickly into new locations*
What ROI Offers:
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:
Preferred Experience and Qualifications:
What We Offer:
Schedule
Monday-Friday: Standard hours
Workload and hours will increase during tax season each year.
.
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 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:
Preferred Experience and Qualifications:
What We Offer:
Schedule
Monday-Friday: Standard hours
Workload and hours will increase during tax season each year.
.
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:
Preferred Experience and Qualifications:
What We Offer:
Schedule:
Monday-Friday: Standard hours
Workload and hours will increase during tax season each year.
.
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
Preferred Experience and Qualifications
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:
Schedule:
Application Question(s):
Education:
Experience:
License/Certification:
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
Preferred Experience and Qualifications
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:
Schedule:
Application Question(s):
Education:
Experience:
License/Certification:
Work Location: One location
.
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.
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