Job Description
Join our award-winning tax team at Portland Financial Group, where precision meets innovation. As a Tax Associate, you'll be instrumental in delivering exceptional financial services to high-net-worth individuals and corporate clients. Our collaborative environment combines cutting-edge technology with deep industry expertise to create unparalleled career growth opportunities.
Responsibilities
- Prepare and review federal, state, and local tax returns for diverse client portfolios
- Conduct tax research and provide compliance guidance on complex transactions
- Develop tax planning strategies to optimize client financial outcomes
- Collaborate with audit and advisory teams on integrated financial solutions
- Manage client relationships and communicate tax implications effectively
- Maintain compliance with IRS regulations and professional standards
- Utilize tax software (e.g., CCH ProSystem fx, Lacerte) for accurate processing
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Masters preferred)
- 3+ years of public tax experience with Big 4 or regional firm
- Deep expertise in individual, corporate, and partnership taxation
- Proficiency in tax preparation software and data analytics tools
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Active Oregon CPA license or eligibility to obtain within 6 months
- Proven track record of meeting deadlines in fast-paced environments