Accountant Jobs in Portland.
All active Accountant roles based in Portland.
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Position Summary
A rapidly growing company is seeking a detail-oriented and highly skilled Accountant to join the team. This role plays a crucial part in managing financial transactions, preparing reports, maintaining financial records, and ensuring compliance with tax regulations in a dynamic, fast-paced environment.
The Accountant will work closely with on-site data entry admins and senior management to manage and ensure the quality of company financial records and support payroll processing. The role also involves assisting the finance leader in budgeting, forecasting, and financial analysis to support strategic decision-making.
Key Responsibilities
Financial Management & Reporting
- Maintain general ledger accounts, prepare adjusting journal entries, and ensure accurate financial records.
- Prepare monthly, quarterly, and annual financial statements in compliance with GAAP.
- Work with an in-house admin to ensure that accounts payable (AP) and accounts receivable (AR) entries are completed properly, and ensure vendor payments and customer invoicing to manage the company’s cash.
- Reconcile bank statements, credit cards, and company expense reports.
- Resolve data entry and other errors in a timely manner to ensure that company records accurately reflect the financial condition of the company.
- Assist the finance leader with budgeting, forecasting, and variance analysis to support strategic decision-making.
Tax & Compliance
- Provide data to outside tax prep contractor to assist in the preparation and filing of annual local, state and federal tax returns.
- File state and local sales tax returns as required.
- Ensure that payroll tax returns are being filed by the company’s payroll tax provider.
- Ensure compliance with local, state, and federal regulations, including capture of clean fuel credits.
- Assist in the annual audit process by providing data and records from the company’s accounting system to external auditors.
- Stay updated on tax incentives, grants, and financial regulations relevant to the EV and renewable energy industry.
Operational & Business Support
- Support payroll processing, ensuring timely and accurate payments to employees and accurate allocation of compensation expenses.
- Manage financial records for EV charging station installations, maintenance, and revenue tracking.
- Identify opportunities for cost savings and financial efficiency.
Qualifications & Experience
- Education: Bachelor’s degree in Accounting.
- Industry Experience: Experience in a technology start-up or EV charging-related company is a strong plus but not required.
- Technical Expertise:
- Strong understanding of GAAP, financial reporting, and tax regulations.
- Proficiency in QuickBooks is required and will be thoroughly evaluated as part of the interview process.
- Proficiency in Excel, including the ability to use functions or macros, is required.
- Additional Bonus Skills:
- Experience in managing grants, tax incentives, and clean fuel credit program reporting.
- Strong analytical, problem-solving, and organizational skills.
- Ability to work independently and in a collaborative, fast-paced environment.
Why Join
- Be part of a dynamic and fast-growing company
- Competitive Salary
- Benefits Package includes:
- Medical, Dental and Vision insurance
- Paid Holidays
- Paid Time Off
- Ability to Participate in Electric Vehicle Incentive Program
- Ability to Participate in Company 401K Plan with match
- Quarterly Mental Health Days
- Employee Educational Reimbursement
Final compensation will be determined based on experience and skills, but will sit in a range of $65,000 - $75,000
The company is an Equal Opportunity Employer (EOE) and offers a remote-friendly work environment with benefits and the opportunity for personal growth as well as advancement within the company.
Engagement Structure
This role begins as a 1099 independent contractor engagement for up to three (3) months, with the intention of converting to a permanent, full-time position based on mutual fit and performance during the contract period. Benefits listed above apply upon conversion to a permanent employee.
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Partner, Senior Wealth Advisor (Hybrid - Portland)
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Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
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Job Summary: |
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The Partner, Sr. Wealth Advisor works in a client-focused, team-centered environment to support the team’s region-wide business development and client service efforts. The Partner, Sr. Wealth Advisor focuses on an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team allowing our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They are supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. |
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Essential Job Functions for this role include: |
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Education
Experience
Certifications & Licenses
Skills & Competencies
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This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. |
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Hybrid Schedule with a combination of remote and office work in a professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. |
The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.
This position may also be eligible for a comprehensive benefits package, which includes:
- Medical, dental, and vision coverage
- Life insurance
- 401(k) contributions
- Health Savings Account (HSA)
- Short- and long-term disability
- Additional benefits designed to support your health and financial well-being
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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