Remote Tax Accountant jobs – Full‑Time Senior Remote Tax Advisor in Portland, Oregon – $85‑$115k OTE – QuickBooks, ProSeries, Excel, PowerBI, Salesforce expertise
TITLE: Remote Tax Accountant jobs – Full‑Time Senior Remote Tax Advisor in Portland, Oregon – $85‑$115k OTE – QuickBooks, ProSeries, Excel, PowerBI, Salesforce expertise ---
Who we are and why you’ll love the story
We started out in a cramped co‑working space on Main Street, Portland, Oregon, with just three tax pros and a laptop that barely survived the winter. Fast‑forward three years, and we’re a boutique tax consultancy that helps over 12,000 individuals and small businesses navigate increasingly complex filing seasons from wherever they are. The pandemic taught us that the office can be a kitchen table, a beach‑side balcony, or a spare bedroom in Portland, Oregon. That’s why we’re hiring a seasoned Remote Tax Accountant who can own a slice of our growing portfolio while staying firmly planted in the same zip code we call home.
Why the role exists now
Our client base grew 38 % last fiscal year, driven by a surge in gig‑economy freelancers, remote‑first startups, and multi‑state owners who need a tax partner that speaks the language of both state and federal compliance. We’re adding a senior accountant to keep the SLA of 48‑hour response time on client inquiries intact, and to reduce the average return‑prep cycle from 6 days to 4 days before the next filing deadline. Your experience will be the linchpin that lets us continue to offer timely, accurate advice without sacrificing the personal touch that earned us a 4.8‑star rating on Trustpilot.
What a day looks like (not a list of buzzwords)
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Intake & triage
– Review incoming client packages sent via DocuSign or encrypted email, sort them by complexity, and flag any potential audit triggers within the first 24 hours. -
Preparation
– Use ProSeries and GoSystems to draft individual (1040) and small‑business (1120S, 1065) returns, applying the latest IRS guidance on qualified business income, crypto‑gains, and pandemic relief credits. -
Review & quality
– Conduct a peer‑review of junior accountants’ work, run error‑checking macros in Excel, and verify that each filing meets the 99.7 % accuracy benchmark we set after the 2022 audit. -
Client communication
– Host 15‑minute video calls on Zoom for complex scenarios, summarize findings in plain‑English emails, and record outcomes in Salesforce for future cross‑sell opportunities. -
Continuing education
– Spend at least two hours per week on CPA‑provided webinars, stay current on state‑specific changes (e.g., California’s new franchise tax rules), and share quick “tip‑of‑the‑day” notes in our Slack channel. We’re a 22‑person tax team spread across the country, but the core of our operations—our tax advisors, support staff, and product managers—are all located in Portland, Oregon. That concentration lets us keep a real‑time pulse on local regulations while still serving clients in every time zone.
Tools you’ll be comfortable with (we’re counting them)
1.
ProSeries / GoSystems
– primary tax‑return engines. 2.
QuickBooks Online & Xero
– for client bookkeeping imports. 3.
Microsoft Excel (advanced functions, VBA macros).
4.
PowerBI
– turning raw data into client‑ready dashboards. 5.
Salesforce
– CRM for tracking client interactions and pipelines. 6.
Slack & Microsoft Teams
– daily collaboration, especially for remote problem‑solving. 7.
Zoom & Google Meet
– virtual consults that still feel personal. 8.
DocuSign & Adobe Sign
– secure, paperless signatures. 9.
TaxAct Professional
– occasional backup for niche filings. 10.
Google Workspace
– Docs, Sheets, Drive for shared client workpapers. If you can navigate at least eight of these without opening a manual, you’ll thrive here.
What we expect from you
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Credentials
– Active CPA license (or equivalent state tax certification) and at least four years of experience preparing federal and state returns for individuals and small businesses. -
Technical acumen
– Proven track record with ProSeries or GoSystems; we’ll ask you to walk us through a complex return during the interview. -
People skills
– Ability to explain tax concepts to a freelancer who thinks “Schedule C” is a type of coffee. -
Process mindset
– Comfort building repeatable SOPs; we currently document 127 separate procedures for the tax team. -
Remote discipline
– Dedicated home office, high‑speed internet (minimum 100 Mbps up/down), and a willingness to be reachable during core hours (9 a.m.–3 p.m. CST).
What you’ll earn (no vague promises)
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Base salary
– $85,000–$115,000, calibrated to experience and certifications. -
Performance bonus
– Up to 12 % of base for meeting turnaround and accuracy KPIs. -
Benefits
– 100 % employer‑paid health, vision, dental; 401(k) match up to 5 %; four paid mental‑health days per year; and a $2,000 annual stipend for home‑office upgrades. -
Professional growth
– Annual CPA‑CEU allowance of $1,500, plus optional mentorship with senior partners who have been in the Apply To This Job