Northwest Quadrant Wealth Management · 14 hours ago
Certified Public Accountant (CPA) or Enrolled Agent (EA)
Bend, OR
Full-time
Hybrid
Mid, Senior Level
$125K/yr - $125K/yrNorthwest Quadrant Wealth Management is a fast-growing Registered Investment Advisory firm based in Bend, Oregon, serving high-net-worth individuals and families. They are seeking a Certified Public Accountant (CPA) or Enrolled Agent (EA) to enhance their accounting and tax capabilities while supporting a growing base of clients.
AdviceFinancial ServicesWealth Management
Responsibilities
Prepare, review, and oversee tax returns for individuals, entities, and trusts
Provide proactive tax planning and compliance guidance
Review and analyze financial statements and accounting records
Collaborate with internal advisors to support integrated client solutions
Communicate clearly and professionally with clients on accounting and tax matters
Maintain compliance with federal and Oregon tax regulations
Contribute to internal process improvements as the firm continues to scale
Manage and grow an existing client book (if applicable)
Qualification
Required
Active CPA or EA license in good standing
Bachelor's degree in Accounting or related field
Strong technical knowledge of U.S. tax and accounting principles (GAAP)
Excellent attention to detail and organizational skills
Strong written and verbal communication skills
Proficiency with accounting software and Excel
Preferred
Existing client book of business
Experience in a professional services or client-facing environment
Interest in working within a growing, entrepreneurial firm
Benefits
401(k)
401(k) matching
Flexible schedule
Health insurance
Paid sick time
Paid time off
Work from home
Company
Northwest Quadrant Wealth Management
Northwest Quadrant Wealth Management offers investment advisory and financial planning services with a consistent & client-centric approach.
Founded in 1963
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Josh Fenili
Partner
Company data provided by crunchbase