Broker Check

Tax & Wealth Management Career Opportunities

Client Centered

Our firm is looking for talent at ALL levels as our practice continues to grow and expand services. If you have experience at the Staff, Senior, or Manager level, we have great opportunities for you.

We are a mid-sized, three partner firm located in the mid-Willamette Valley. As a firm, our goal in providing tax preparation is to identify tax planning implications and proactively apply updated strategies to minimize our clients’ tax liability and maximize financial growth. We enjoy working directly with our clients with their accounting or consulting needs which allows them to focus on what they do best. We take them under our wing and help them understand their financial health which creates trusting and lasting relationships with great word of mouth referrals.

Our ideal candidate(s) would be driven, a strategic planner, a critical thinker, and a great communicator who holds professionalism at the highest.

We offer very competitive pay, matching 401k, 5 weeks paid time off, and paid medical/dental/vision plans upon hire.

To apply, please send an email to cpas@taxandwealthmanagement.com with your resume and a brief summary of your ideal position.