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Tax Professional

2 months ago


Remote, Oregon, United States Distinct Full time
About the Role

You will be joining a boutique Certified Public Accountant (CPA) firm, carrying out complex work for High-Net-Worth individuals, without the 70+ hours during tax season.


The Partners at the firm are all ex-Big Four, and started their own firm because they were tired of the stressful culture, with no flexibility, and that didn't reward people for their efforts.


If you want to work 60 hours here during tax season, you can do that, and you'll be financially rewarded for it.

If you want to work 40 hours and prioritize your personal life as much as your professional, then this is the firm for you too.

They offer true flexibility, tailored to you, your goals and your needs.

You can work fully remotely or go into their office as little or often as you like.


Benefits, wise they are also competitive with the Big 4, so you won't have to compromise on anything to have the culture you deserve.


You will carry out tax compliance and tax planning, and you'll also be trained in financial planning, so you can carry out all 3 for your clients.


To be suitable for this position you will ideally have your CPA and experience carrying out individual taxes at a large public accounting firm for a minimum of 5 years.


If you think that this position is a good match for you and you would like to find out full details of the firm, please apply and we'll be in touch.


If you are just browsing jobs and this position isn't quite right, or you don't have an up-to-date resume, just reach out to us directly and we can set up a chat from there.


Key Responsibilities

  • Carry out tax compliance and tax planning for High-Net-Worth individuals
  • Be trained in financial planning to provide comprehensive services to clients
  • Work with a team of experienced professionals to deliver high-quality services
  • Develop and maintain strong relationships with clients

Requirements

  • CPA certification
  • Minimum 5 years of experience in individual taxes at a large public accounting firm
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills

What We Offer

  • Competitive salary and bonus opportunities
  • Flexible schedule and remote work options
  • Comprehensive benefits package, including health insurance, dental insurance, vision insurance, and 401(k) matching
  • Opportunities for professional growth and development