What are the responsibilities and job description for the Tax Senior (CPA or EA) – Milwaukie, Oregon position at TD Consulting Group, PC?
At TD Consulting Group, PC, we’re a growing, family-friendly CPA firm—30 years strong and built on developing lasting relationships. In fact, our three newest partners didn’t come from outside—they built their careers right here. That same opportunity for growth is something we’re proud to offer every member of our team. We’re looking for a Tax Senior who is dependable, motivated, and enjoys being part of a team that takes pride in the details. You’ll work alongside a group of easy-going, hard-working, sports- and pet-loving professionals who genuinely enjoy what they do. We show up, we support each other, and we grow together—both personally and professionally.
What You’ll Do
What You’ll Do
- Prepare and review individual, business, and trust tax returns
- Perform monthly, quarterly, and annual accounting and bookkeeping for clients as needed
- Support clients with tax planning and correspondence with tax authorities
- Mentor junior staff and review their work
- Participate in client meetings and build trusted relationships
- Required Active CPA or EA license or at least 2 parts passed of either exam.
- Minimum 3 years of recent public accounting experience
- Strong understanding of tax compliance and accounting principles
- Proficient with tax and accounting software such as QuickBooks, UltraTax, CCH, or similar.
- Excellent communication, organization, and follow-through
- Someone who values attention to detail, family values, and professional growth
- Competitive pay based on experience and contribution (additional bonus and benefit opportunities through peer-to-peer and management recognition programs)
- 100% Paid Medical, dental, disability, and vision insurance for employee
- 401(k) with employer match after 6 months of service
- Generous PTO and flexible scheduling, family comes first here
- All paid Continuing education and professional development
- A supportive team environment where your ideas matter and your work is respected