ROI Tax, LLC was formed with the goal of providing the best possible service to our clients by combining thorough and timely tax review and preparation, strategic consulting to help individuals and businesses obtain greater control over their tax liability, and year-round tax planning as a key component of a larger financial plan. ROI Tax has recently merged with Ohanesian, CPA to work towards this goal, joining two experienced and like-minded teams of accounting and financial professionals.
We are aggressively pursuing opportunities to buy out and partner with other practices lead by experienced CPAs seeking to retire in 3-5 years. Our goal is to open new offices in the Portland Metro area, Bend, and Vancouver, WA over the next 10 years while building up a strong team of tax consultants to operate as managers of these offices. As we develop a proven record, we are also seeking to expand nationally.
ROI Tax, LLC is a sister company of ROI Financial, LLC. ROI Financial is a Registered Investment Advisor and provides financial planning, wealth management, and other related financial advising services to its clients.
This position is for a licensed CPA with 5-10 years of experience with an interest in stepping into a lead CPA position as a partner.
Work with our expanding team of financial and related industry professionals.
Prepare individual, corporate, partnership and fiduciary tax returns and amended returns.
Maintain complete and accurate documentation to support each tax return.
Coordinate delivery of Tax Organizers (via tax portal, US Mail, and in-person)
Receive, review, and resolve federal and state income-tax controversy and inquiries.
Use tax portal to deliver and exchange tax documents with clients.
Maintain corporate clients’ books and financials in QuickBooks to support tax-filing and tax-planning and advice service.
Ensure staff work-assignments flow properly and are completed accurately and timely.
Implement technology within client assignments and internal processes.
Support team members’ and one’s own pursuit of relevant professional development through current client assignments and outside continuing education and study.
Preferred Experience and Qualifications
Bachelor’s degree in accounting or related field.
Licensed as a CPA.
At least 5-10 years of experience in related position.
Experience managing an office with supporting staff.
Strong analytical and research skills.
High attention to detail and accuracy.
Willingness and ability to adapt to changing priorities as the organization grows.
Demonstrated high level of self-motivation to drive effectiveness and efficiency.
Superior verbal and written communication skills, including presentation skills.
Experience with UltraTax or similar tax preparation software, QuickBooks, and Microsoft Office.
Additional Salary Information: Compensation will depend on experience and qualifications
About ROI Tax, LLC
Small Tax and Accounting firm located in SW Portland