What are the responsibilities and job description for the Experienced Tax Professional (EA or CPA) position at Shields Tax & CPA, PLLC?
We are a small, local, relationship-focused CPA firm seeking an experienced tax professional who enjoys hands-on tax work, problem-solving, and direct client interaction. This role is ideal for someone who prefers preparing and reviewing returns, resolving tax issues, and advising clients rather than managing large teams.
Responsibilities
- Prepare and review individual tax returns (1040s)
- Handle a wide range of advanced individual tax matters including, but not limited to:
- - Equity compensation (e.g. - stock options, restricted stock, etc.)
- - Digital Currency (e.g. - cryptocurrency)
- - Schedule C businesses
- - Schedule E rentals (short-term and long-term)
- - Multi-state filings
- - Publicly traded partnership (PTP) K-1s
- Prepare tax projections and planning analyses
- Resolve IRS and state tax notices
- Assist clients with prior-year unfiled returns
- Research federal and state tax issues
- Conduct client consultations and communicate recommendations clearly
Regional Tax Expertise
- Washington and Oregon tax and worker dynamics
- Remote work issues involving Oregon-based employers and Washington residents
- Railroad and transportation employee tax matters
- City of Portland, Multnomah County, and TriMet taxes
Qualifications
- EA or CPA license required
- 5 years of recent tax preparation experience
- Strong individual tax knowledge and research skills
- Comfortable working directly with clients
- Strong communication and collaboration skills
The ideal candidate will enjoy preparing between 150-200 returns a year, with a heavier workload during tax season, and building long-term client relationships.
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunities for advancement
- Paid sick time
- Professional development assistance
- Retirement plan
- Vision insurance
Experience:
- recent individual tax: 5 years (Preferred)
License/Certification:
- EA or CPA license (Required)
- Work Location: In person
Salary : $80,000 - $100,000