Top 60 Cpa Jobs in Bend Or

Lead Financial Advisor
Softcom Systems, Inc —Bend, OR
- $120,000 - $150,000 a year
- Full-time
- CPA
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
EBP Audit Manager - CPA
Jones & Roth —Bend, OR
- Full-time
- Hybrid work
- Management
- CPA
- Mid-level
12d
Staff Accountant
Patrick Casey & Co. LLP —Bend, OR
- $70,000 - $85,000 a year
- Extended hours
- CPA
- Writing skills
- Research
- Profit sharing
- Health savings account
Quick Apply
18h
CFO
Trueline —Bend, OR
- $220,000 - $250,000 a year
- Full-time
- CPA
- Residential
- Finance
- Relocation assistance
- Employee stock ownership plan
Quick Apply
Tax Associate
Mercer Advisors —Bend, OR
- $76,500 - $90,000 a year
- Weekends as needed
- Hybrid work
- CPA
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Senior Tax Accountant - CPA
Jones & Roth —Bend, OR
- Full-time
- CPA
- Mid-level
- Office
SVP Finance - CFO
Mid Oregon Credit Union —Bend, OR
- Hybrid work
- CPA
- Office
- Master's degree
- AD&D insurance
- Health insurance
Quick Apply
10h
Chief Financial Officer
MonteVista Homes —Bend, OR
- $180,000 a year
- Management
- CPA
- Residential
- Paid holidays
- Health insurance
Quick Apply
Sales Tax Supervisor
Les Schwab Warehouse Center, LLC —Bend, OR
- Full-time
- CPA
- 5 years
- Bachelor of Science
Quick Apply
14d
Senior Accountant, Financial Reporting and Tax
PacificSource Health Plans —Bend, OR
- $74,601.93 - $126,822.77 a year
- Full-time
- CPA
- 5 years
- HIPAA
6d
SEC Reporting Manager
Knife River Corporation —Bend, OR
- Online Application
- Microsoft Word
- CPA
- 5 years
Tax Reviewer - Seasonal
Jones & Roth —Bend, OR
- Part-time
- CPA
- Mid-level
- 3 years
Director, Business Unit Finance
AAON —Redmond, OR
- $147,258 - $220,887 a year
- Full-time
- Microsoft Word
- CPA
- Office
- Profit sharing
- Health savings account
Assurance Director
Sorren —Bend, OR
- $160,000 - $220,000 a year
- Full-time
- CPA
- Bachelor's degree
- Quality control
- Paid parental leave
- Paid holidays
Quick Apply
1d
Assurance Manager
Sorren —Bend, OR
- $110,000 - $143,000 a year
- Full-time
- CPA
- 5 years
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
1d
Assurance Senior Manager
Sorren —Bend, OR
- $125,000 - $170,000 a year
- Full-time
- CPA
- 8 years
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
1d
Tax Director
Sorren —Bend, OR
- $170,000 - $250,000 a year
- Full-time
- CPA
- Research
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
1d
Assurance Senior/Supervisor
Sorren —Bend, OR
- $76,000 - $110,000 a year
- Full-time
- CPA
- Office
- 3 years
- Paid parental leave
- Paid holidays
Quick Apply
1d
Tax Manager
Sorren —Bend, OR
- $107,000 - $150,000 a year
- Full-time
- Management
- CPA
- 5 years
- Paid parental leave
- Paid holidays
Quick Apply
1d
Tax Senior Manager
Sorren —Bend, OR
- $135,000 - $180,000 a year
- Full-time
- CPA
- Office
- 8 years
- Paid parental leave
- Paid holidays
Quick Apply
1d

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cpa jobs near bend or

Lead Financial Advisor

Softcom Systems, Inc -
Bend, OR

Quick Apply

Job Details

Full-time
$120,000 - $150,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Teamwork
Interpersonal skills
Professional ethics
Bachelor's degree
Attention to detail
Data interpretation
Experience practicing in the securities industry
Marketing

Full Job Description

Position: Lead Financial Advisor
Location: Bend, OR
Duration: Full-time & direct hire

About the job:

We are seeking to add a Lead Financial Advisor to our Bend, Oregon, office. The Lead Financial Advisor is an important position within the firm. This position will work closely with the executive team, including the firm’s founder, on business development, team management and supervision, investment evaluation, portfolio management, presentation creation, marketing, and client service. This position can lead to equity ownership in the firm.

Key responsibilities include, but are not limited to, the following:

Lead advisor with experience managing client portfolios, including implementation, rebalancing, reinvestment of investment proceeds, loss harvesting, cash activity, and trade execution
Significant client generation experience and established track record
Strong leadership, team management, and communication skills with internal and external audiences
Understanding our public markets investing philosophy and articulating it to clients and prospects
Understanding our alternative investing philosophy and articulating it to clients and prospects
Ongoing interaction and relationship building with attorneys, accountants, consultants, bankers, and other service providers
Qualifications include being a registered Investment Adviser Representative (IAR), which includes either holding the designation of CFA, CFP, or CPA/PFS, or passing the Series 65 or 66 exams

Required Background:

Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers. The ideal candidate has 9 plus years of experience and will have passed the CFP exam.

Other Required Qualifications:

The ideal candidate will bring to the role extensive lead advisor experience, financial knowledge, a team-oriented approach, and a strong work ethic.
Bachelor’s degree in Business, Finance, or Accounting; CPA, CFP, or CFA preferred
Strong analytical ability and demonstrated sound judgment in dealing with clients
Highly organized and must possess exceptional technical, verbal, and written communication skills
Excellent decision-making and leadership capabilities with the ability to independently manage and interpret data
Very close attention to detail
Team player with the flexibility to independently manage work and complete time-sensitive tasks
High professional standards, honesty, and integrity
Familiarity with Charles Schwab custodial services and Salesforce is a plus

Pay: $120,000.00 - $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

How many years of experience do you have as a Financial Advisor?
Do you have a CPA, CFP, CFA, or PFS certification?
Please mention your email ID and contact number

Experience:

Lead Financial Advisor: 8 years (Required)
Loss harvesting: 5 years (Required)

License/Certification:

CPA (Required)
CFP (Required)
CFA (Required)

Work Location: In person

Quick Apply

Refine Your Search

cpa jobs in bend or

Lead Financial Advisor

EBP Audit Manager - CPA

Staff Accountant

CFO

Tax Associate

Senior Tax Accountant - CPA

SVP Finance - CFO

Chief Financial Officer

Sales Tax Supervisor

Senior Accountant, Financial Reporting and Tax

SEC Reporting Manager

Tax Reviewer - Seasonal

Director, Business Unit Finance

Assurance Director

Assurance Manager

Assurance Senior Manager

Tax Director

Assurance Senior/Supervisor

Tax Manager

Tax Senior Manager

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