Senior Tax Accountant
Location: Hybrid – 3 days in-office during tax season; flexible remote work during summer months

Are you looking for a professional environment where you can thrive in your career and maintain the lifestyle you love? Do you enjoy working with a collaborative, supportive team that delivers exceptional service—and has fun doing it? If you're someone who takes pride in making life easier for others, this opportunity could be the perfect fit.

About the Firm

Our client is a dynamic and growing team of tax, retirement, and wealth advisors who are passionate about removing financial stress for their clients. They go beyond the traditional CPA role, providing innovative solutions and building meaningful, long-term relationships. They value both excellence in client service and a fun, team-oriented culture.

Why You'll Love Working Here

• Hybrid Flexibility: During tax season, work three days in the office and two remotely. In the summer, enjoy a flexible schedule with just one in-office day per week.

• Team Culture: The firm hosts several fun events throughout the year to foster connection outside of work.

• In-Office Perks: Weekly lunches and frequent coffee runs during tax season create an enjoyable office environment.

• Growth Without Pressure: There’s no expectation to pursue partnership unless that aligns with your career goals—although the path is open if you’re interested.

• Meaningful Work: This role involves minimal bookkeeping and focuses on reviewing returns and preparing more complex tax filings.

What You’ll Do

• Prepare and review individual, business entity, fiduciary, and estate tax returns

• Create tax projections and other financial analyses

• Serve as a primary point of contact for clients, delivering exceptional service

• Collaborate closely with team members, receiving support and mentorship

• Contribute ideas to improve workflows, systems, and client outcomes

What You Bring

• 5+ years of experience preparing a range of tax returns (business, estate, fiduciary, and/or individual)—related education will be considered

• Strong attention to detail and a commitment to accuracy

• Tech-savvy mindset and ability to learn new software quickly

• Experience with QuickBooks or tax software is a plus

• CPA, EA, LTP, or LTC designation required

Ready to Learn More?

Contact Jennie Joiner at (541) 248-1106 or email jjoiner@forumgrp.com.
Visit our website: www.forumpnw.com

Posted On: Thursday, May 15, 2025
Compensation: $100,000.00