Experienced Tax Professional (EA or CPA)

We are a small, local, relationship-focused CPA firm seeking an experienced tax professional who enjoys hands-on tax work, problem-solving, and direct client interaction. This role is ideal for someone who prefers preparing and reviewing returns, resolving tax issues, and advising clients rather than managing large teams.

Responsibilities

• Prepare and review individual tax returns (1040s)
• Handle a wide range of advanced individual tax matters including, but not limited to:
• - Equity compensation (e.g. - stock options, restricted stock, etc.)
• - Digital Currency (e.g. - cryptocurrency)
• - Schedule C businesses
• - Schedule E rentals (short-term and long-term)
• - Multi-state filings
• - Publicly traded partnership (PTP) K-1s
• Prepare tax projections and planning analyses
• Resolve IRS and state tax notices
• Assist clients with prior-year unfiled returns
• Research federal and state tax issues
• Conduct client consultations and communicate recommendations clearly

Regional Tax Expertise

• Washington and Oregon tax and worker dynamics
• Remote work issues involving Oregon-based employers and Washington residents
• Railroad and transportation employee tax matters
• City of Portland, Multnomah County, and TriMet taxes

Qualifications

• EA or CPA license required
• 5+ years of recent tax preparation experience
• Strong individual tax knowledge and research skills
• Comfortable working directly with clients
• Strong communication and collaboration skills

The ideal candidate will enjoy preparing between 150-200 returns a year, with a heavier workload during tax season, and building long-term client relationships.

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Continuing education credits
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunities for advancement
• Paid sick time
• Professional development assistance
• Retirement plan
• Vision insurance

Experience:

• recent individual tax: 5 years (Preferred)

License/Certification:

• EA or CPA license (Required)
• Work Location: In person