Who We Are

Oliveira & Associates has been in business for 20 years, providing exceptional client service, taking our role as trusted advisors very seriously. We like to think of ourselves as old school - the last firm standing when the mega corps rule the world.

For this position, we’re looking for someone ready to be a part of our team, our family, and the future of the company. You’ll be responsible for all aspects of an accomplished tax position: reviewing, finalizing, managing and training staff, advising clients, etc.

As a firm, we offer a wide range of accounting services from tax compliance and advisory to small business bookkeeping, and even full cycle outsourced corporate accounting. We’re also moving into the next evolution of the firm, exploring some technologies and new processes, bringing in a new generation of team members to help us take our growth one step at a time.

You are a go-for-it kind of person, a natural leader inspired to help create with us - compassionate, authentic, manage with humility, and innately know how to develop trustworthy relationships. Your professional skills are solid, and you’re clear you really want to be a part of what’s going on over here.

We offer the professional services of a large firm with the warmth and personal attention of a smaller firm. We ask, we listen, take responsibility, and above all we focus on the care of our clients.

What You’ll Be Doing

• Reviewing corporate and individual returns and workpapers prepared by team members, assessing performance, and providing feedback and training as needed 

• Building relationships and interacting with clients to provide excellent planning, consulting, and expertise

• Coordinate client requests and deliverables, while building trusting relationships to provide excellent planning, consulting, and expertise 

• Year end tax planning and tax projections for clients

• Assist with tax notice/audit coordination and correspondence, including drafting response letters, researching reasons for notices, etc.

• Opportunity to participate in decision-making process regarding new technology, and streamline/automate firm operations and service delivery

What You’ve Already Got

• Bachelor's Degree in Accounting or a related field

• CPA or EA license preferred, or eligibility and willingness to pursue either designation, if not already obtained, preferred

• Extensive knowledge in corporate and individual tax law

• 5 years of recent tax preparation experience in public accounting required

• 2-3 years of recent experience reviewing tax returns preferred

• Innate desire to serve and really care about clients 

• Strong verbal, organizational, interpersonal, and written communication skills

• Genuine interest in training younger staff and/or streamlining and automating workflow a major plus

What We Give

• Annual salary: $80,000 - $130,000 per year, depending on title and experience

• Health insurance for individual plan paid 100%

• 401(k) plan

• Three weeks paid vacation and one week paid sick time per year

• Comp time earned for each hour of overtime during busy season, to be used outside of busy season as additional paid time off, or paid out

• Bonus opportunities

• CPA/EA license fee and CPE reimbursement

• Family-focused/family-first environment

• Summer gathering, holiday party, and birthday cakes

• Growth opportunities and potential path to ownership available for those interested and aligned with our culture and vision

• Also open to contract reviewers interested in assisting through extension season, with an opportunity to become a permanent employee for the right fit.