Tax Manager, Private Wealth Expert

1 week ago


Lake Oswego, Oregon, United States Aldrich Full time
Job Summary

We are seeking a highly skilled Tax Manager to join our Private Wealth team. As a Tax Manager, you will play a critical role in providing sophisticated financial planning and advisory services to high net worth, ultra-high net worth, and family office clients.

Key Responsibilities
  • Analyze client financial information and develop advanced strategies to meet their objectives
  • Manage client relationships and provide expert consulting services
  • Perform technical tax reviews and governmental tax examinations
  • Develop and mentor Seniors and Staff through training and effective performance feedback
  • Manage risk and financial performance of engagements
Requirements
  • 4+ years recent experience in public accounting with a primary focus on high net worth individual tax planning, preparation and review
  • Ability to supervise others
  • Licensed CPA, EA, or JD
  • Licensed Certified Financial Planner with estate planning skills a bonus
  • Excellent verbal and writing skills
  • Willingness to take ownership of the client
  • Ability to build and retain client relationships
What We Offer
  • Comprehensive benefits package including health insurance, retirement savings, and time off
  • Discretionary incentive compensation program
  • Hybrid workplace options

We are an equal opportunity employer and value diversity in our workplace. If you are a motivated and experienced Tax Manager looking for a new challenge, please submit your resume and a brief cover letter.



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