Job Description
Join our award-winning tax team at Northwest Financial Partners, a premier financial services firm in Portland's vibrant downtown. We're seeking a meticulous Tax Associate to support high-net-worth individuals and corporate clients with comprehensive tax planning and compliance services. This hybrid role offers competitive compensation, professional development stipends, and a collaborative culture where your expertise drives client success.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and analyze complex tax regulations to optimize client outcomes
- Develop tax planning strategies and provide proactive consultation to clients
- Manage audit support and respond to IRS/state inquiries
- Maintain accurate client documentation in tax preparation software
- Collaborate with senior advisors on multi-year tax optimization projects
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience with public accounting firm
- Expertise in individual, corporate, and partnership taxation
- Proficiency in tax software (e.g., Lacerte, ProSystem fx)
- Strong analytical skills with attention to detail
- Active Oregon CPA license or eligible to sit for exam