CPA Salary in State of Maine, USA

The salary range for this position is dependent on experience level ranging from $83,660 to $104,576.This position is responsible for the analytics and reporting associated with the financial planning/forecasting processes for Avangrid Management Company. This position has a focus on business analysis and technical processes related to the preparation of the annual budget/quarterly forecasts and analysis of financial results as it relates to Avangrid. Responsibilities include:Preparation of the Avangrid consolidated annual budget and quarterly forecasts along with its corresponding analysis in order to assist management of the company and the main shareholders in proper decision making.Providing monthly analysis compared to budget, forecast and prior year including qualitative and interpretative explanations of the primary income statement (Gross Margin, O&M, Depreciation, and Finance Costs), balance sheet, cash flow, and KPI variances. Budgeting and planning for the Corporate business segment, finance income/cost, depreciation, income tax and Personnel Cost.Managing the group's financial reporting tools. Ownership of loading and data integrity of the reporting system (BPC) involving reconciling to the primary ledger system (SAP) and other systems of record for the monthly actual, quarterly forecast, and annual budget information.Optimizing and automating reports and internal processes within the team.Support the Management of the company in ad-hoc information requests and analysis. CompetenciesDevelop self and othersCollaborate and shareBe a role modelFocus to achieve resultsBe agile and innovativeSkills and Requirements5+ years' experience in a finance or accounting capacity in an industry relevant to job requirementsAdvanced Excel skills and experience with data analytics tools (Altreryx, Power BI, Microstrategy, or similar).3 to 5 years' experience with SAP, BPC preferred.Business Administration or Accounting degree required, MBA, CPA, or CMA preferred.Proven knowledge of technical accounting and Financial Statements (preferably in the energy sector) in US GAAP and IFRS.Demonstrable information systems skills in both ledger and financial planning/reporting systems.Data base, building and mining demonstrated experience.Ability to work and communicate effectively with all levels of the corporate hierarchy.Strong analytical and problem-solving skills.Skilled to work independently with management oversight.AVANGRID employees may be assigned a system emergency role and in the event of a system emergency, may be required to work outside of their regular schedule/job duties.#LI-ML1 HYBRIDMobility InformationPlease note that any applicant who is not a citizen of the country of the vacancy will be subject to compliance with the applicable immigration requirements to legally work in that countryAVANGRID's employment practices and policies are geared to hiring a diverse workforce and sustaining an inclusive culture. At AVANGRID we provide fair and equal employment and advancement opportunities for all employees and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, disability, protected veteran status or any other status protected by federal, state, or local law.If you are an individual with a disability or a disabled veteran who is unable to use our online tool to search for or to apply for jobs, you may request a reasonable accommodation by contacting our People and Organization department at [email protected] Posting End Date:

The base salary range for this position is dependent upon experience and location, ranging from: $135,000 - $169,000JOB SUMMARY:Leads and manages the consolidations process of Avangrid, and the related monthly, quarterly, and annual financial reporting activities required at the consolidated and standalone company levels, including the related SEC and regulatory filings. Reviews and prepares financial analysis for internal/external reporting purposes (GAAP and IFRS).MAJOR ROLES AND RESPONSIBILITIES (Scope of work - range of responsibilities):Leads and coordinates timely and accurate monthly consolidations processes of the Avangrid business units, and the related monthly financial reporting packages.Leads and coordinates timely and accurate external financial reporting to the SEC and other statutory reporting requirements, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K and 10-Q, 8K's, standalone financial statements, and regulatory filings.Responsible for review of financial reports in accordance with USGAAP and IFRS standards and ensures their compliance to respective accounting/financial reporting guidance (checklist) under IFRS and GAAP.Lead the preparation and review of the IFRS reporting packages on timely manner for further audit and submission to Iberdrola Group.Coordinates submission of the info to investor relations team for earnings press releases and investor/analyst queries.Coordinates the audit over financial reporting/SOX control process with external and internal auditors as required.Ensures robust control processes/standards to ensure accurate disclosures and compliance with accounting standards, Group accounting policies and statutory requirements.Ensures SOX compliance with respect to financial reporting processes.JOB REQUIREMENTS:Education & Experience Required:B.S. Degree in Accounting, Finance, or related discipline.US GAAP and IFRS experience required.SOX experience required.10+ years' total accounting experience, with public company experience.Master's degree or CPA preferred.Power and utilities experience preferred.Consolidations and external reporting in US GAAP, SEC, FERC, and IFRS formats.Skills/Abilities:Strong communication and directing abilities, to manage both internal and external teams.Accounting/financial experience in GAAP, IFRS, SEC, and FERC standards, and in regulation, compliance, and monitoring.Solid experience in Consolidation and Reporting tools (SAP/BPC).Ability to manage external reporting calendars and all other end-to-end processes related to consolidations and reporting.Strong understanding of technical accounting policies and internal controls, and solid analytical skills.Work under pressure and tight deadlines.#LI-On-Site#LI-JM1Mobility InformationPlease note that any applicant who is not a citizen of the country of the vacancy will be subject to compliance with the applicable immigration requirements to legally work in that countryAVANGRID's employment practices and policies are geared to hiring a diverse workforce and sustaining an inclusive culture. At AVANGRID we provide fair and equal employment and advancement opportunities for all employees and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, disability, protected veteran status or any other status protected by federal, state, or local law.If you are an individual with a disability or a disabled veteran who is unable to use our online tool to search for or to apply for jobs, you may request a reasonable accommodation by contacting our People and Organization department at [email protected] Posting End Date:

Job TypeFull-timeDescriptionTax SALT Senior or Manager (depending on experience)Portland, ORGeffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries.We are seeking a Tax SALT Senior or Tax SALT Manager to support and grow our State and Local tax group. In this role, you'll be able to juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in various tax and accounting areas. You'll help business leaders look around corners, go beyond the numbers, and do something different by developing rapport with clients and making a difference. Whether you intend to specialize or gain exposure across many service lines, you won't be limited at Geffen Mesher.What You'll Be DoingDelivering a full range of tax planning, consulting and compliance services to clients.Working closely with staff on all phases of projects and engagement management for multiple clients.Mentoring and leading tax staff.RequirementsWhat makes you a fitBachelor's degree in business, accounting or a similar discipline.Broad exposure to State and Local Taxes including knowledge in State Income/Franchise Tax, Credits and Incentives, Sales, and Use Tax; must be eager to work on a variety of SALT issues and not specialize in one area.Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, and combined state tax returnsRecent Preparation experience of state income and franchise tax returns -corporate and pass-throughs-including preparation of workpapers as well as experience in tax software.Experience with state tax planning, tax research, and tax analysis.Extensive technical skills, including ASC 740, nexus considerations, unitary filing, apportionment methodologies, tax base rules, tax research, compliance, and consulting as it relates to multi-state jurisdictions.Ability to supervise staff and lead projectsExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification (or in the process of obtaining).Excellent research, writing, and verbal communication skills.Proficient in MS technology suite.Experience RequirementsTax SALT Senior: 3-5+ years with the above experience.Tax SALT Manager: 5-7+ years with the above and people management experience.Why you should join our teamShameless plug(s): we are in the top 1% of CPA firms in the U.S. We are also consistently ranked among the Most Admired Companies by the Portland Business Journal.Culture: Just like we believe in fostering strong, lasting partnerships with our clients, we do the same for our team members. We are a mid-sized firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager.We value our people and strive to create a supportive, inclusive culture: Diversity Equity Inclusion (DEI) Committee, Women's Leadership Initiative (WLI), Working Moms Group, Advisor Program, and Leadership Development Program (LDP).We give back to our communities. Today, our team supports more than 80 charitable organizations by serving on boards of directors, making charitable donations, and volunteering our time. In addition to our extensive organizational involvement, we close our office for one day each year and volunteer directly in the community.Did you say "busy season"? Since this is public accounting, you can expect to work extra hours during busy seasons. We do our best to keep you motivated, energized, and engaged during that time. We offer catered lunch three days a week, tons of healthy snacks, weekly yoga & massages, and bi-weekly office socials.Benefits & Perks: We offer a comprehensive benefit package to help protect your personal and financial health and that of your family. At Geffen Mesher, we offer a generous 401k and profit-sharing plan. We'll cover 100% of your individual monthly medical premium costs and provide paid parental leave. Generous PTO and paid holidays come with the gig as well!Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities.To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm's employees, or to the Firm's resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.

Our client is seeking an accomplished Tax Manager with a solid background in public accounting. The office is located 15 minutes away from Lake Oswego and Portland, and offers a fantastic work-life balance (hybrid/remote options available for the right person down the line). This isn't your typically 60+ hours/week during busy season firm-they pride themselves on a reasonable 48-55 hour TOP work week during tax season. The ideal candidate will demonstrate proficiency in preparing individual and business tax returns, offering tax projections, and delivering advisory services. Mastery of tax research is essential. Moreover, the candidate must exhibit competence in thoroughly evaluating and supervising junior staff's work.Responsibilities:Tax Preparation, Planning, and Review:Preparation of individual and business tax returns.Design and implementation of customized tax planning strategies to meet clients' unique requirements.Stay updated on tax regulation changes and apply them to client projects.Review and offer constructive feedback on preparation staff's work to ensure adherence to firm standards.Experience:Proven ability to manage client engagements effectively in a public accounting setting, overseeing all phases from planning to completion.Proficiency in implementing tax strategies and complying with tax regulations for complex scenarios, serving diverse clients.Dedication to exceptional client service, problem-solving, continuous learning, and professional growth.Software Proficiency:Proficiency in QuickBooks Online or willingness to acquire.Prior experience with Thomson Reuters Software (UltraTax, Fixed Assets CS, Planner CS, etc.) preferred but not mandatory.Skill in using tax research software to stay updated on industry regulations and best practices.RequirementsEducation and Certification:Bachelor's degree in accounting or finance.Active CPA license a must (will consider CPA eligible with great public accounting exp)Benefits:Insurance Coverage:Medical, vision, and prescription coverage for employees.Dental coverage for employees.Long-term disability coverage for employees.Voluntary short-term disability and life insurance.Paid Time Off:3.5 weeks of paid vacation.1 week of paid wellness time.Flexibility for scheduled appointments.Seasonal Half-Day Flex Fridays: Enjoy early weekends while maintaining a 40-hour workweek.Typical tax season hours range from 48-55 per week.Paid Holidays: 9 days.Hybrid Work Arrangements:Opportunities for hybrid work-from-home arrangements.Company-provided equipment for home and office use.Bonuses:Client origination bonus of 15%.$2,500 employee referral bonus.Bonus equivalent to hourly rate for hours worked over 48 in a week.Retirement Benefits:401k company match up to 4%.Additional Perks:Non-taxable cell phone bill reimbursement.Company-provided meals during tax season.Annual company-wide celebrations and team-building events.Comprehensive 360 employee recognition program.Professional Development:Firm covers all CPA licensing fees and continuing professional education costs.Numerous learning, professional development, and training opportunities sponsored by the firm.

Associate General Asset Accountant or General Asset Accountant - Portland, Oregon #112171 Date: May 7, 2024 Location: PORTLAND, OR, US, 97232 Company: PacifiCorp Join Our Team!PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability and diversity, equity and inclusion. General PurposeProvides professional accounting services utilizing U.S. generally accepted accounting principles (GAAP) and the Federal Energy Regulatory Commission’s (FERC) Uniform System of Accounts. Activities include interpretation and application of accounting and capitalization policies, including those issued by governmental and regulatory bodies; analysis of construction project costs, including removal costs; preparation and maintenance of fixed assets records; and ad hoc financial reporting.Responsibilities: Associate General Asset Accountant ResponsibilitiesPerform fixed assets/general accounting and month-end close activities through the preparation and processing of journal entries, reconciliation of general ledger accounts and support of internal controls under Sarbanes-Oxley Act compliance requirements.Compile, analyze and interpret asset construction costs to determine if capital or expense in nature and allocate capital costs to final asset records created in PacifiCorp’s fixed asset subsidiary ledger.Create, retire and transfer fixed assets records and maintain continuing property records in accordance with the requirements of the FERC’s Uniform System of Accounts. Additional Responsibilities for the General Asset Accountant Analyze cost data on capital projects and provide recommendations to field personnel based on capitalization policies.Provide financial, analytical and general business support to internal client organizations.Perform ad hoc analytical and reporting tasks, including gathering information from other departments, interfacing with various levels of management and preparation and/or review of supporting work papers in a manner conducive to achieving compliance with internal controls and procedures.Requirements: Requirements for the Associate General Asset AccountantBachelor’s Degree in Accounting or a related field; or the equivalent combination of education and experience.Basic knowledge of GAAP.Analytical skills including gathering and analyzing financial or economic data.Proficient with the use of spreadsheet applications when conducting analysis. Excellent communication and interpersonal skills including the ability to consult and resolve internal/external customer issues which may be critical, sensitive, or urgent in nature.Ability to work with personnel at all levels of an organization, including people with different styles and backgrounds, and as a member of a team. Additional Requirements for the General Asset AccountantA minimum of three years of relevant work experience that has contributed to the development of proven accounting, interpretation and analytical skills, including gathering and analyzing financial data and providing recommendations upon analysis.Preferences:Proficiency with FERC Uniform System of AccountsProficiency with SAPCertified Public Accountant (CPA) or an advanced degree. General understanding of utility regulation and the FERC Uniform System of Accounts.Advanced knowledge of GAAP, company accounting policies, procedures and practices and company accounting systems and internal controls under the Sarbanes-Oxley Act..Additional InformationReq Id: 112171 Company Code: PacifiCorp Primary Location: PORTLAND Department: CFO Schedule: FT Personnel Subarea: Non-exempt/ exemptHiring Range: $52,600.00 - $82,000 Benefits: Health care, retirement, paid time off, tuition assistance, paid short-term and long-term disability, paid bereavement leave. For more information, please visit: https://careers.pacificorp.com/content/New-Benefits-Page/?locale=en_US Employees must be able to perform the essential functions of the position with or without an accommodation.At PacifiCorp, we celebrate diversity, equity and inclusion. PacifiCorp is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law.Unless otherwise required by law, all offers of employment are contingent upon the successful completion of a background check and drug screening including for marijuana. While marijuana is legal in several states, including Oregon, a positive test for positions in Oregon may disqualify a candidate. The company complies with the laws of Washington and California and only obtains and considers positive tests for marijuana in safety-sensitive positions or those covered by U.S. Department of Transportation regulations. Career Segment: Accounting, CPA, Compliance, Sustainability, Law, Finance, Legal, EnergyPI240616793

Assist in managing the manager and affiliated entities accounting and reporting functions, ensuring accurate and timely financial information for internal and external stakeholders.Create and record journal entries in the company's accounting software.Create and maintain budgets and special purpose calculation files as needed.Monitor capital activity and investment activity, and maintain investment schedules.Reconcile cash activity and bank statements on a regular basis.Track invoices, expenses and accounts payables and ensure timely payment of outstanding invoices.Complete monthly, quarterly, and annual financial analyses/statements including balance sheet, incomes statement, bank reconciliations, review of A/P and A/R, journal entries, general ledger.Collaborate closely with asset management, legal, investor relations , and other departments to fulfill information and ad hoc analysis requests received from those departments.Drive process improvements and system enhancements to optimize accounting operations and reporting accuracy.MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.Bachelor's or Masters degree in accounting, finance, economics, business, or related field; CPA a plus5+ years of work experience at an accounting firm, in the CPG or manufacturing space.Hands-on experience with accounting software packages, like QuickBooksExperience with public companiesExpert proficiency in Microsoft Excel

Senior Tax Accountant - Portland, Oregon #112012 Date: May 16, 2024 Location: PORTLAND, OR, US, 97232 Company: PacifiCorp Join Our Team!PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability and diversity, equity and inclusion. General PurposeThe senior tax accountant-property/revenue is responsible for compliance support for all aspects of taxes other than income taxes including the property tax, sales/use and other revenue tax functions of PacifiCorp.Responsibilities of this position include the following:Prepare state and local property, sales and use, revenue, and other filings including related payments.Prepare monthly and quarterly accounting reconciliations and journal entries related to the accrual of property and other revenue taxes, including supporting disclosure information in internal and external financial reports.Support budgeting and forecasting activities related to estimations of property and other revenue tax expense for internal budgetary and public utility regulatory purposes.Assist with technical research, audit support and property tax appeals.Perform additional responsibilities as requested or assigned.Requirements of this position include the following: Requirements of the Tax Accountant position include the following:Bachelor’s degree in finance or accounting.Three years of related work experience, two of which are in accounting with a certified public accounting designation or a graduate business degree. If not certified public accounting designation or graduate business degree, five or more years of related work experience, of which two years are in accounting.Accounting and financial statement knowledge and experience with accounting information systems.Strong working knowledge and ability to analyze and manipulate data large data sets with some supervision and direction.Strong verbal and written communication skills with the ability to communicate complex technical issues.Strong project management skills and the ability to streamline processes. Ability to prioritize and handle multiple tasks and projects concurrently. In addition to the above, Senior Tax Accountant requirements include:Six years of related work experience, four of which are in accounting with a certified public accountant designation or a graduate business degree. If no certified public accountant designation or graduate business degree, eight or more years of related work experience, four of which are in accounting.PreferencesCertified Public Accountant (CPA). Utility Experience Additional InformationReq Id: 112012 Company Code: PacifiCorp Primary Location: PORTLAND Department: Pacific Power Schedule: FT Personnel Subarea: ExemptHiring Range: $76,200 - $103,100 This position is eligible for an annual discretionary performance incentive bonus of up to 12% of salary. Benefits: Health care, retirement, paid time off, tuition assistance, paid short-term and long-term disability, paid bereavement leave. For more information, please visit: https://careers.pacificorp.com/content/New-Benefits-Page/?locale=en_US Employees must be able to perform the essential functions of the position with or without an accommodation.At PacifiCorp, we celebrate diversity, equity and inclusion. PacifiCorp is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law.Unless otherwise required by law, all offers of employment are contingent upon the successful completion of a background check and drug screening including for marijuana. While marijuana is legal in several states, including Oregon, a positive test for positions in Oregon may disqualify a candidate. The company complies with the laws of Washington and California and only obtains and considers positive tests for marijuana in safety-sensitive positions or those covered by U.S. Department of Transportation regulations. Career Segment: Accounting, CPA, Compliance, Tax, Project Manager, Finance, Legal, TechnologyPI241024991

Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance OptionsEssential Duties & ResponsibilitiesBuild and maintain deep relationships and rapport with affiliate CPA firms.Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs.Uphold, support, and promote all company policies and procedures.Education & ExperienceTo perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.Bachelor's degree (B.A.) from a four-year college or university.Minimum of two years of related experience and/or training.Experience with MS Excel and Word, and the internet, required.Experience with a financial planning software program(s) preferred.Certificates, Licenses, Registrations:Required: FINRA Series 7/66, or 63/65 combo.Preferred: CFP certification.Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.Completion of ongoing Continuing Education credits is required.A valid Driver's License is required.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.#Avantax

LHH is currently recruiting for a Public Tax Manager (or Senior Manager) with a larger, regional CPA firm. This role will be part of the growth in their division covering manufacturing clientele. The company HQs are located in the Portland, OR metro area along with offices in other states including WA, CA, ID, UT, AZ and MT. This role will offer a mostly remote option but needs to have some onsite presence when needed. This will NOT be a fully remote role and person will need to reside in the Oregon area for occasional onsite needs (mostly hybrid)!*Client does offer relocation assistance for individuals looking to relocate to the Oregon area*Overall Responsibilities:• Focus on tax areas for manufacturing clients/companies - will involve managing client relationships but also have some technical work at times also• Research and Development (R&D), credit incentives, guidance on strategic areas and regulatory compliance• Interact with other departments as needed• Help to grow and develop client base• Strong client interaction and communications• Ability to help mentor, supervise and lead more junior members of the tax team (8 tax staff in team, 13 in the manufacturing division)Background:• Bachelor's Degree - Accounting or equivalent• Open to strong Senior Tax level candidates looking to take the next step in their public career• 6+ years in public tax - highly preferred working with prior manufacturing companies• Active CPA license or completion of CPA exam - MANDATORY, will help to get license active if needed• Strong working knowledge of R&D• Good interpersonal skills to interact professionally with clients - written and in person• Strong computer skillsSalary = $130k-$160k base + signing bonus; base will depend on experience and title givenBenefits -Medical, Dental, Vision, Life/Disability Insurance401kPTO - 5 weeks, 10 Paid Holidays, Volunteer Time and paid leavesThis is an excellent public accounting firm to work for! They have been awarded One of the Best companies to work for, multiple years in a row now.If you're looking to continue your career in public accounting, looking for a great company and team to work with, then let's talk! Please email your resume to [email protected] to discuss further. Happy to schedule time to talk after the 15th.

Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance OptionsEssential Duties & ResponsibilitiesBuild and maintain deep relationships and rapport with affiliate CPA firms.Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs.Uphold, support, and promote all company policies and procedures.Education & ExperienceTo perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.Bachelor's degree (B.A.) from a four-year college or university.Minimum of two years of related experience and/or training.Experience with MS Excel and Word, and the internet, required.Experience with a financial planning software program(s) preferred.Certificates, Licenses, Registrations:Required: FINRA Series 7/66, or 63/65 combo.Preferred: CFP certification.Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.Completion of ongoing Continuing Education credits is required.A valid Driver's License is required.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.#Avantax