Tax Preparation Specialist Lead

3 weeks ago


Merrill, Oregon, United States Gilman & Co. Full time

Gilman & Co. is seeking a skilled Tax Preparation Specialist Lead to join our team in Merrill, OR.

Job Overview

This role involves providing high-quality support to clients and the community through effective communication and client care. The successful candidate will also offer top-tier services related to tax preparation for individuals and entities.

Main Responsibilities:

  • Offer personalized service to clients, fostering strong relationships and trust.
  • Support clients' financial wellbeing by providing expert guidance and advice.

Key Requirements:

  • Hold a CPA certificate with a minimum of 2 years of tax experience.
  • Maintain a comprehensive understanding of state and federal tax laws.
  • Have direct experience with individual and entity taxation.
  • The ideal candidate excels in a fast-paced environment and is willing to collaborate with senior CPAs to develop skills and manage office operations.

Compensation and Benefits: We offer an excellent compensation package, including a salary range of $75-100K (depending on experience), plus benefits such as 401k matching, health insurance, paid time off, wellness stipend, and flexible scheduling.

About Us: As a regional firm with offices in Klamath Falls, Corvallis, Merrill, and Boise, ID, we strive to create a welcoming work environment that emphasizes professionalism and excellence in service delivery.



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