Job Description

Tax Client Specialist - Bend, Oregon

Have you ever dreamed of living in beautiful Bend, Oregon--or are you already here and looking for an opportunity to grow your career in a supportive, professional environment?

Who We Are

With almost 50 years of experience in Bend, Ashford & Associates, LLP is a different kind of accounting firm. We focus primarily on income tax accounting, compliance, and consulting for high-profile clients, with some bookkeeping services as well. Our clients represent a wide range of industries--meaning the work is always interesting and never dull.

We help our clients plan for both the present and the future, so they can focus on running their businesses while we handle the tax side. And while we take our work seriously, we also enjoy all the best of Central Oregon--whether it's fishing, biking, golfing, or simply relaxing on the water.

About the Role

As a Tax Client Specialist, you'll be the link between our clients and our team--ensuring clear communication, accurate processing, and an exceptional client experience. This role requires a sharp eye for detail, a professional and confident presence, and the ability to manage multiple priorities while keeping everything organized.

Key responsibilities include:

Coordinating and scheduling client communications and meetings Managing calendars and assisting with occasional travel arrangements Processing and assembling tax returns, extensions, and estimates (paper and digital) Overseeing e-signature workflows and client follow-ups Guiding clients on questions regarding their tax returns Onboarding new clients and ensuring a smooth, welcoming process Maintaining accuracy and quality control across all documents and communications

Success Looks Like

Clients feel supported, informed, and confident because of your clear communication Deadlines are met consistently with complete and accurate work The team can rely on you to keep schedules, documents, and details organized Issues are spotted early and resolved quickly, preventing mistakes from slipping through You build lasting rapport with clients by being approachable, professional, and responsive

What You Bring

Strong communication skills -- clear, professional, and client-focused Exceptional attention to detail -- accuracy is second nature to you Professional demeanor and ability to build rapport with clients Confidentiality and discretion when working with sensitive information Solid organizational skills and comfort managing multiple tasks at once Ability to learn and adapt to office technology and software (we use Thomson Reuters UltraTax & SafeSend) Reliability, accountability, and willingness to step up during busy season (including overtime and some Saturdays Jan-Apr) Reliable transportation

What You'll Enjoy

Competitive pay, negotiable based on experience Flexible, supportive work environment that values balance and well-being Fridays off from April 15 through December 31 -- enjoy more long weekends in Central Oregon - to offset the average of roughly 50-55 hrs January - April. Health and vision insurance, with employee premiums fully covered 401(k) retirement plan with employer support Business casual dress (Central Oregon style!)

Why You'll Love Working Here

At Ashford & Associates, we're more than a tax firm--we're a team that values relationships, trust, and laughter as much as accuracy and professionalism. You'll find a workplace that's serious about client service, but never stuffy. Here, you'll be supported, appreciated, and encouraged to bring your best every day.

If you're detail-driven, thrive on clear communication, and enjoy supporting both clients and team members--we'd love to hear from you. Even if you don't check every box, we encourage you to apply!

Note: Offer of employment is contingent upon results of a background check.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

401(k) Flexible schedule Health insurance Mileage reimbursement Opportunities for advancement Paid time off Vision insurance
Work Location: In person