Job Description
Join our dynamic finance team at Portland Financial Group where we're urgently seeking a detail-oriented Tax Associate to drive compliance excellence for our diverse client portfolio. This high-impact role offers immediate opportunity to shape tax strategies while working with industry leaders in Oregon's thriving financial sector. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment designed for professional growth.
Responsibilities
- Prepare and file federal, state, and local tax returns for corporate and individual clients
- Conduct tax research and ensure adherence to current IRS regulations and Oregon tax codes
- Analyze financial data to identify tax-saving opportunities and optimize client outcomes
- Manage client relationships through proactive communication and tax planning consultations
- Collaborate with audit teams to resolve tax discrepancies and ensure compliance
- Maintain accurate tax documentation and implement robust internal controls
- Stay updated on evolving tax legislation to advise clients on regulatory changes
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience with CPA firm or in-house finance department
- Deep knowledge of federal and Oregon state tax regulations (ORS 305, 314)
- Proficiency in tax software (ProSystem, Lacerte, or CCH) and Microsoft Excel
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication skills for client interactions
- Ability to manage multiple deadlines in fast-paced environment
- Active CPA license or actively pursuing certification