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Job description
Certified Public Accountant (CPA) - Tax & Planning
We are seeking an experienced Certified Public Accountant (CPA) to join a small, collaborative accounting and tax team. This position offers a flexible work environment focused on work-life balance, professional growth, and long-term career development.
The role requires regular in-office presence in Medford, Oregon, while also offering the flexibility to work from home. The position is ideal for a CPA with strong individual, business, fiduciary, and estate tax experience who enjoys working directly with clients and supporting a collaborative team.
Key Responsibilities
Prepare and review individual, business, estate, and trust income tax returns.
Provide tax planning and advisory services to clients.
Prepare complex federal and state tax returns accurately and efficiently.
Develop and maintain strong client relationships through phone, email, text, web-based communication, and in-person meetings.
Gather, organize, and review tax documentation from clients.
Distribute completed tax returns, client copies, and related records.
Provide guidance, support, and technical assistance to other members of the tax and accounting team.
Assist with tax-related projects and client inquiries throughout the year.
Maintain confidentiality and ensure compliance with applicable tax laws and regulations.
Work additional hours during tax season, potentially up to 60 hours per week, based on workload.
Required Qualifications
CPA license in Oregon or the ability to obtain Oregon CPA licensure within 30 days.
Must have or be able to obtain a PTIN (Preparer Tax Identification Number).
Ability to successfully pass a background check.
Minimum 4 years of experience preparing:
Form 1040
Form 1065
Form 1041
Form 1120
Form 1120S
Minimum 2 years of Oregon Form 706 preparation experience.
Strong knowledge of federal and Oregon tax regulations.
Excellent analytical, organizational, and problem-solving skills.
Strong written and verbal communication skills.
Ability to work independently while contributing effectively to a small team.
Strong client-service orientation and attention to detail.
Preferred Qualifications
Experience with QuickBooks and/or payroll reporting.
Experience with ProSeries tax software.
Experience working in a paperless tax and accounting workflow.
Experience providing tax planning and advisory services.
Work Environment & Schedule
Primarily based in-office in Medford, Oregon.
Work-from-home flexibility available.
Flexible hours and scheduling options.
Additional hours may be required during the busy tax season, up to approximately 60 hours per week.
Benefits
Health and dental insurance benefits available.
SIMPLE IRA with employer matching on up to 3% of wages.
7 paid holidays per year.
2 weeks of PTO, beginning to accrue upon date of hire.
Flexible work environment supporting work-life balance.
Opportunities for professional growth and development.
Worksite address
medford, OR, 97504, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.