Patrick Casey & Co.

Who We Are

Patrick Casey & Co. LLP is a well-established accounting firm in beautiful Bend, Oregon. With decades of combined local experience, our partners have developed deep roots in Central Oregon and provide exceptional service to our clients and our community. Our firm offers tax preparation services to individuals, partnerships, corporations, estates and trusts as well as accounting and consulting services. Our clients are diverse, well-rounded, multi-generational and nothing short of stellar. We are committed to adhering to the highest standards of quality, integrity and timeliness while providing an extraordinary working environment for our team. Our firm offers terrific work/life balance.

What We Need in Our CPAs

• A friendly, hard-working, detail-oriented CPA, Tax Accountant or Tax Attorney
• Have a current CPA license (or working towards obtaining your license)
• You enjoy preparing tax returns for various individuals, businesses, trusts and estates of differing complexities
• You enjoy adding value for clients through tax planning and consulting projects
• You take pride in your work, are willing to learn and strive to deliver a quality product
• You enjoy communicating with clients
• You enjoy detailed tax research
• You possess strong writing skills
• You look forward to working extended tax season hours so that you can enjoy a reduced schedule in the summer
• You enjoy working in a paperless work environment

• Benefits
• Generally three-day weekends during summer months
• Competitive pay
• 401(k) plan with profit sharing
• Competitive vacation package
• Health insurance
• Access to dental insurance
• FSA and HSA options
• CPE Reimbursement
• Hybrid work environment
• Opportunities for advancement and growth in financial planning

About the Role

We are looking for a motivated, detail-oriented Staff Accountant with 2–4 years of public accounting experience to join our tax practice. This is a great opportunity for someone who is ready to take on meaningful client work, sharpen their technical skills, and grow within a supportive, close-knit team environment.

Key Responsibilities:

Tax Preparation & Compliance

• Prepare federal and state income tax returns for individuals (Form 1040), partnerships (Form 1065), S-corporations (Form 1120-S), C-corporations (Form 1120), and trusts/estates (Form 1041) across a diverse client base
• Gather, organize, and analyze client-provided financial data, source documents, and prior-year returns to ensure accurate and complete return preparation
• Prepare and review supporting workpapers, reconciliations, and tax schedules in accordance with firm standards

Workflow & Client Service

• Manage multiple client engagements simultaneously, meeting internal and external deadlines throughout the tax season and year-round
• Communicate professionally with clients to request missing information, provide status updates, and deliver completed returns
• Track project status and document progress accurately in the firm's practice management software
• Respond to extension filing requirements and assist in preparing and submitting extension requests on time

Qualifications

• 2–4 years of tax preparation experience in a public accounting firm required
• Experience preparing a variety of return types including 1040s and business returns (1065, 1120-S, 1120) strongly preferred
• Proficiency in CCH Axcess or ProSystem fx preferred; experience with other tax software considered
• Working knowledge of federal and state tax compliance requirements
• Strong analytical and problem-solving skills with a high level of accuracy and attention to detail
• Ability to manage multiple deadlines and prioritize effectively during peak season
• Professional communication skills and a client-service mindset
• CPA licensed or actively pursuing licensure preferred
• Bachelor's degree in accounting or a related field required; 150 credit hours preferred

Equal Employment Opportunity

It is the policy of Patrick Casey & Co. LLP to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Patrick Casey & Co. LLP’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off