CPA / Senior Tax Accountant

Portland, Oregon, United States | Full-time

Apply

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 Senior Business Advisor for their Portland, OR office.  This position reports directly to the Regional Manager.

The Senior Business Advisor works in a team environment performing all aspects of business counseling, accounting, and tax preparation for a portfolio of clients.  Heavy tax preparation and special project work required. The person in this role will support client management, business development, and acquisition initiatives.

As a multi-faceted position, this opportunity includes monitoring business production pertaining to reviewing tax and accounting reports and answering all technical processing and tax/ accounting questions for clients.  This dynamic position is well suited for tax professionals with strong expertise in preparing and reviewing individual and business tax returns, providing guidance on tax issues and developing consulting/business relationships within their community.  

 

Desired Skills/ Experience/Attributes

  • 7+ years related experience and/or training; or equivalent combination of education and experience
  • Experience in working in public accounting or a professional services organization
  • Proven track record of solving practical problems and dealing with a variety of variables.
  • Proven ability to handle a high-volume workload at a high level of efficiency including monitoring production, answering tax/accounting questions; and client reporting.
  • 2+ years proven experience in writing and maintaining complex reporting
  • High proficiency with tax and accounting software.

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
  • 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

  • Bachelor’s Degree in Accounting, Finance or other business-related field preferred
  • Active PTIN required
  • Active professional license/certification (CPA) required