Tax Preparer/Bookkeeper

Portland, Oregon, United States Full-time

Company Overview

Founded in France in 1970, Fiducial is a major provider of financial services (Business Counseling, Bookkeeping, Payroll and Tax Preparation & Advisory Services) to small businesses and their owners. As a trusted advisor to entrepreneurs, Fiducial provides the financial back office infrastructure to clients, allowing them to focus on what they do best:  serve their customers.

 

Position Overview

Fiducial is looking for a Tax Preparer/Bookkeeper for their Portland, OR (Stark office) office to support their growing client list.

The Tax Preparer/Bookkeeper will work in a team environment providing tax preparation, compliance, reporting and researching services to our clients and will be primarily responsible for individuals during peak tax season. Additionally, the successful candidate will perform general bookkeeping, payroll, bank reconciliations, data entry and assist with financial statement preparation. Individual will also assist in building a bookkeeping client base.

 

Desired Skills/ Experience/Attributes

  • 2+ years of experience preparing and reviewing tax returns.
  • Bookkeeping and payroll experience necessary.
  • Customer service skills and a team player attitude required.
  • Proven ability to handle a high-volume workload at a high level of efficiency
  • Proficiency with accounting and office software applications

 

 The ideal candidate for this position:

  • Has an unrivaled ability to work with peers, staff and senior management collaboratively in a team-oriented environment.
  • Has an entrepreneurial drive
  • Has strong verbal and written communication skills
  • Has exceptional organizational and time management skills
  • Is a detail oriented individual contributor with the ability to “think outside the box”
  • Possesses a high level of integrity and respects quality assurance requirements.
  • Has a history of building relationships with clients and colleagues
  • Is committed to fostering and maintaining a service culture.

 

Education, Certificates, Licenses, Registrations

  • Active PTIN required
  • Required professional license/certification (LTC or LTP) 
  • EA a plus but not required.