Tax and Accounting Strategist

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.

We are seeking a client-facing Bookkeeper and or CPA to build and lead our bookkeeping and tax strategy offering under the Infinite Heights umbrella. This is an entrepreneurial role designed for someone who loves partnering with business owners, translating financial data into insight, and delivering proactive, forward looking guidance.

The Tax and Accounting Strategist will play a central role in expanding the firm’s service offering and deepening client relationships through integrated planning.

The Tax and Accounting Strategist is responsible for owning the bookkeeping, accounting, and tax strategy relationship for assigned clients. This role serves as the primary point of contact for tax and accounting needs and works closely with Associate Advisors and the Investment Strategist to deliver coordinated, high impact advice.

This is not a back office role. The Tax and Accounting Strategist is client facing, consultative, and actively involved in helping clients make better decisions throughout the year, not just at tax time.

• Serve as the primary point of contact for bookkeeping, accounting, and tax strategy for assigned clients
• Build trusted relationships with business owners and individual clients
• Provide proactive guidance and insight based on financial data and tax considerations
• Lead bookkeeping and accounting services including monthly close, reconciliations, and financial reporting
• Review and interpret financial statements to identify trends, risks, and opportunities
• Ensure accurate, timely, and organized financial records
• Deliver proactive tax planning and strategy throughout the year
• Prepare or review tax projections and planning scenarios
• Identify tax optimization opportunities and planning strategies for clients
• Coordinate tax preparation and compliance as needed
• Collaborate closely with Associate Advisors and the Investment Strategist to integrate tax strategy into holistic planning
• Participate in client meetings and planning discussions
• Support business owners with entity structure, cash flow planning, and growth decisions
• Contribute to building and refining the firm’s bookkeeping and tax service offering
• Help define workflows, pricing, and service models
• Participate in content creation, education, and client facing communication related to tax strategy

• Three or more years of experience in bookkeeping, accounting, or tax planning
• CPA, EA, or strong bookkeeping background required
• Experience working directly with business owners and entrepreneurial clients
• Strong understanding of small business accounting, tax planning, and compliance
• Comfort explaining financial and tax concepts in clear, approachable language
• Client facing experience and consultative mindset
• Highly organized, proactive, and comfortable operating independently
• Interest in building and growing a service offering within a firm

Compensation at Infinite Heights Wealth Management includes a base salary with additional bonus opportunities tied to performance, revenue contribution, and overall firm growth. Benefits include paid time off, paid holidays, and participation in the firm’s 401(k) retirement plan.

This role offers meaningful upside, visibility, and long term growth as the bookkeeping and tax strategy offering expands.

This is an opportunity to build something. You will not be stepping into a fixed, transactional role, but rather helping shape how Infinite Heights delivers integrated tax and accounting support to its clients. You will work alongside advisors and investment professionals in a collaborative, forward thinking environment.

If you are excited about helping clients make better decisions, building a service line, and working closely with business owners, we would love to hear from you.