Senior Tax Manager

4 weeks ago


Lake Oswego, Oregon, United States Aldrich Full time

Job Type: Full-time

Description

Aldrich is seeking a Senior Tax Manager to join our team. As a trusted advisor, you will provide complex tax review, planning, and compliance services to our clients. Your expertise will be invaluable in helping us grow and succeed.

Requirements

  • Lead and facilitate client service delivery, conducting comprehensive review meetings and ensuring the highest standard of client engagement and satisfaction.
  • Act as the primary client contact, addressing follow-up items and proactively initiating strategies to implement new initiatives tailored to meet evolving client needs.
  • Conduct in-depth analysis of client financial data, identifying advanced tax planning opportunities and developing strategies that align with clients' long-term objectives.
  • Oversee and nurture client relationships, acting as a trusted advisor by consistently delivering strategic insights and maintaining open lines of communication.
  • Cultivate long-term relationships, demonstrating the ability to earn clients' trust and respect, creating opportunities to cross-sell services, and expanding business through referrals and new client acquisition.
  • Manage engagement risk and financial performance, including overseeing project budgets, ensuring timely billing and collections, and maintaining profitability across client engagements.

What You Bring to the Team

  • 8+ years recent tax experience in public accounting
  • Licensed CPA or JD
  • Excellent verbal and writing skills
  • Willingness to take 'ownership' of the client
  • Ability to build and retain client relationships

How We'll Reward You

  • Comprehensive Health Benefits and Retirement Savings
  • Generous Time Off

Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.


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