Tax Preparer at Above All Accounting, Inc.

Above All Accounting, Inc. is seeking a Tax Preparer for a full-time role focused on tax preparation, planning, and filing. This individual will be responsible for preparing, submitting, and managing tax returns for individuals, small businesses and various entity returns, with accuracy, timeliness, and compliance. The Tax Preparer will also provide strategic tax advice and planning support to clients. The ideal candidate possesses knowledge of relevant tax laws and regulations and will act as a trusted advisor to help clients achieve their financial goals and drive meaningful, long-term results.  
 

About Us – Mission and Purpose

Founded in 1994, Above All Accounting, Inc. is a unique, value-focused provider of bookkeeping, payroll, and tax preparation services. Based in the Portland metro area, we support businesses and individuals throughout the United States, offering superior financial services to a varied clientele.

Our mission is to provide reliable, personalized accounting and financial services that help small businesses and individuals make informed decisions, stay compliant, and grow with confidence. We are committed to accuracy, integrity, and building lasting relationships based on trust and professionalism.

We value each of our clients, large and small, and take the time to understand each client’s unique needs and then work to service those needs. We aim to simplify taxation and bookkeeping and identifying the best possible outcome for clients with a variety of backgrounds and tax profiles. 

As we continue to grow to meet the increasingly diverse needs of our clients, our staff of professionals are comprised of Licensed Tax Consultants, Enrolled Agents, and Licensed Tax Preparers, along with Bookkeeping, Payroll, and Administrative Specialists. The firm was built on workmanship, ethic, and integrity in conjunction with the importance of family. Over the years, Above All Accounting, Inc. has achieved a balance of meeting deadlines and excellent customer service, allowing the flexibility for staff to schedule time for volunteering in classrooms, attending field trips, and helping in the community.

Job Information

Location(s):	Onsite – Multiple locations – Hillsboro, OR; McMinnville, OR; Scappoose, OR; Clackamas, OR; Port Orange, FL
Employment Status:	Full-time, Non-exempt (hourly)
Pay Rate:	$25.00 - $34.00 per hour
Reports to:	Office Manager
Schedule:	9am – 5pm, Monday through Friday

The wage range for this role considers the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Compensation decisions are dependent on the facts and circumstances of each case.

Benefits

• Health and dental insurance
• Paid time off (PTO) and sick leave
• Retirement savings plan (Simple IRA) with 3% employer match
• Educational assistance
• Work-life balance with a relaxed, friendly environment
• Friday’s off from mid-April through mid-August

Essential Functions

The information provided below encompasses the functions and capabilities linked with this position.

Duties and Responsibilities

The individual in this position is expected to engage in the following work-related activities:

• Accurately prepare and file individual and business tax returns adhering to federal and state regulations.
• Deliver exceptional customer service, address client inquiries, and articulate complex tax issues in understandable terms.
• Conduct thorough research on challenging tax matters, ensuring compliance and effective resolutions.
• Uphold client privacy, securely managing information and meticulously documenting tax preparation activities.
• Remain informed on tax legislation as necessary to maintain adherence to all laws.
• Interview clients to gather relevant financial information and understand their tax situations.
• Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
• Compute taxes owed or overpaid and complete necessary forms in accordance with tax laws and instructions.
• Offer advice on tax planning and financial decisions that may impact clients’ tax situation.
• Maintain confidentiality and uphold high ethical standards.
• Participate in team meetings and contribute to a collaborative, client-focused environment.
• Perform other duties as assigned.

Skill Profile

The individual in this position is expected to possess and exhibit the following knowledge, skills, and abilities:

• High level of integrity, discretion, and professionalism.
• Exceptional analytical, critical thinking, and problem-solving skills.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to prioritize tasks, manage multiple clients, and meet deadlines.
• Comfortable working independently and as part of a team.
• Customer-focused with superior interpersonal skills.
• Basic computer proficiency and math skills.
• General understanding of tax laws, accounting, or finance.
• Knowledge of principles or processes for providing customer and personal services is a plus.
• Ability to work onsite at one of our office locations.

Job Qualifications

The following qualifications are required to perform the essential functions of this position:

• High school diploma, GED, or equivalent is required.
• Current Licensed Tax Preparer (LTP) certification or higher is required.
• Minimum 1 year of experience in tax preparation or relevant financial experience.
• Previous customer service experience.
• Experience with tax preparation software or familiarity with Intuit QuickBooks and Microsoft Excel is preferred but not required.

Physical Requirements

The following capabilities are required in order to perform the essential functions of this position. Reasonable accommodation that do not create an undue burden on the company are available to address the following requirements:

• Ability to sit for prolonged periods of time (approximately 80% of the workday).
• Ability to stand, move, and walk intermittently (approximately 20% of the workday).
• Ability to communicate readily and effectively, both in verbal and written form.
• Use of standard office equipment including computers, phones, calculators, and printers.
• Occasional stooping, bending, reaching, carrying, and/or lifting of files or boxes up to 15lbs may be required.
• Vision abilities – must be able to effectively see within an office environment, which may include long term computer exposure, and to adjust focus accordingly.
• Able to concentrate on a task or series of tasks for extended periods of time.
• May require working flexible hours or overtime, including evenings and weekends during busy season (February – April).

The duties of the job are primarily performed in an office environment. There is some exposure to noise in the work environment, which is usually mild to moderate. This position is 100% in-person and ineligible for remote work.
 

Equal Opportunity Employer

Above All Accounting, Inc. is an equal opportunity employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
 

Application Process

Please submit your application and resume through the job site where you found this posting (e.g., Glassdoor, ZipRecruiter). For questions about the position, feel free to contact Theresa LeRiche at theresal@aboveallaccounting.com or Lisa Heckman at lisah@aboveallaccounting.com. This position will remain open until it is filled.