Certified Public Accountant (CPA)

Infinite Heights Wealth Management is a boutique, financial planning firm in Portland, OR with a focus on holistic planning for women leaders, entrepreneurs, and business owners. Our mission is to help people live extraordinary lives and to live with a sense of purpose and possibility. We are committed to giving that same energy to our team and to fostering an authentic, loving, and inspiring community and culture.

Position Overview:

We are seeking a skilled Certified Public Accountant (CPA) to join our team in a dynamic, commission-based partnership role. This position offers a unique opportunity to not just fill a role, but to become a key partner in the growth of our business. At Infinite Heights, we believe in collaborating with like-minded, ambitious businesswomen who support and empower one another in a positive, growth-oriented environment.

In this role, you will have the stability of an advance on commission, which functions similarly to a base salary, providing you with financial consistency as you build your portfolio. Additionally, you’ll have access to valuable team support, office space, and a steady client base—all of which create a strong foundation for success. While you will be entrusted with managing and growing your own client relationships and services, you will never be working alone. You’ll have a team that collaborates and partners with you to help achieve shared goals, making it the perfect opportunity for someone who enjoys independence, but also values teamwork.

This role is designed for a highly motivated and entrepreneurial individual looking to take charge of their career, while benefiting from the security and resources of a supportive team. If you are passionate about offering quality services, driving results, and growing alongside a company that values your personal and professional development, this is the perfect opportunity for you.

Key Responsibilities

• Provide expert accounting services to business owners and entrepreneurs
• Manage client financial records and prepare detailed financial statements
• Offer strategic tax planning and preparation services
• Conduct financial analysis and provide insights to support client decision-making
• Collaborate with the wealth management team to deliver holistic financial solutions
• Maintain up-to-date knowledge of tax laws and regulations

Qualifications

• Active CPA license
• Minimum of 5 years of experience in public accounting or related field
• Strong understanding of tax laws and regulations, particularly as they apply to small businesses
• Excellent communication skills, with the ability to explain complex financial concepts to clients
• Experience with accounting software such as QuickBooks, Xero, or similar platforms
• Proficiency in financial modeling and analysis

Job Type: Full-time

Pay: From $80,000.00 per year

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Application Question(s):

• How do you typically build rapport and maintain positive relationships with clients, especially when discussing sensitive financial information or addressing issues? Can you provide an example of how you've successfully managed a challenging client interaction?

Experience:

• Tax accounting: 2 years (Required)

Ability to Commute:

• Portland, OR 97210 (Required)

Work Location: In person

Salary : $80,000