Certified Public Accountant (Tax )

Key Responsibilities

• Prepare and review individual, business, estate, and trust income tax returns.
• Provide tax planning and advisory services to clients.
• Prepare complex federal and state tax returns accurately and efficiently.
• Develop and maintain strong client relationships through phone, email, text, web-based communication, and in-person meetings.
• Gather, organize, and review tax documentation from clients.
• Distribute completed tax returns, client copies, and related records.
• Provide guidance, support, and technical assistance to other members of the tax and accounting team.
• Aid in tax-related projects and client inquiries throughout the year.
• Maintain confidentiality and ensure compliance with applicable tax laws and regulations.
• Work additional hours during tax season, potentially up to 60 hours per week, based on workload.

Required Qualifications

• CPA license in Oregon or the ability to obtain Oregon CPA licensure within 30 days.
• Must have or be able to obtain a PTIN (Preparer Tax Identification Number).
• Minimum 4 years of experience preparing: Form 1040, Form 1065, Form 1041, Form 1120, Form 1120S.
• Minimum 2 years of Oregon Form 706 preparation experience.
• Strong knowledge of federal and Oregon tax regulations.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to work independently while contributing effectively to a small team.
• Strong client-service orientation and attention to detail.

Preferred Qualifications

• Experience with QuickBooks and/or payroll reporting.
• Experience with ProSeries tax software.
• Experience working in a paperless tax and accounting workflow.
• Experience providing tax planning and advisory services.

Work Environment & Schedule

• Primarily based in-office in Medford, Oregon.
• Work-from-home flexibility available.
• Flexible hours and scheduling options.
• Additional hours may be required during the busy tax season, up to approximately 60 hours per week.

Benefits

• Health and dental insurance benefits available.
• SIMPLE IRA with employer matching on up to 3% of wages.
• 7 paid holidays per year.
• 2 weeks of PTO, beginning to accrue upon date of hire.
• Flexible work environment supporting work-life balance.
• Opportunities for professional growth and development.