Responsibilities
- CPA credential or EA, LTC (Oregon) (required)
- Bachelor's degree in Accounting, Finance, Business or relevant field is a PLUS!
- 5-10 years of experience in tax preparation and client service
- Proven ability to manage client relationships independently
- Strong communication and problem-solving skills
- Collaborative spirit with eagerness to learn and grow
- Desire to advance within a locally owned, supportive firm
- Experience with our current product suite a PLUS:
- UltraTax CS, Fixed Assets CS, Planner CS
- SurePrep
- CCH Engagement
- CanopyTax
- Got more experience? We are open to a Senior Client Advisor role for the right fit
Job Type: Full-time
Pay: $80,000.00 - $120,000.00 per year
Benefits:
Work Location: In person