Tax Manager

4 weeks ago

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

We are seeking a highly skilled Tax Manager to join our team at Aldrich. 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:

  • Directly engage with clients on new initiatives, ensuring seamless follow-through by coordinating efforts with both internal teams and clients to implement strategies effectively.
  • Analyze client financial data, identifying needs and developing advanced tax strategies that align with client objectives and optimize their financial outcomes.
  • Build and maintain strong client relationships, demonstrating the ability to manage all aspects of the client experience, earning trust and respect while identifying opportunities to expand service offerings and attract new clients to the firm.
  • Oversee technical tax reviews, handling complex matters and ensuring compliance with tax regulations and standards for high net worth individuals.
  • Develop and mentor Senior Associates and Staff, providing targeted training, effective performance feedback, and guidance to support professional development and career growth.
  • Manage the financial performance of engagements, including overseeing billing, collections, and project budgets to ensure profitability and minimize risk across all projects.
  • Collaborate proactively with Aldrich Wealth relationship managers throughout the year, identifying tax needs and exploring new service opportunities for comprehensive client meetings.

Requirements:

  • 4+ years recent experience in public accounting with a primary focus on high net worth individual tax planning, complex preparation, and review.
  • Ability to supervise others.
  • Licensed CPA, EA, or JD.
  • Licensed Certified Financial Planner with estate planning skills a bonus.
  • Willingness to take "ownership" of the client.
  • Ability to build and retain client relationships.

Benefits:

  • Comprehensive Health Benefits and Retirement Savings.
  • Generous Time Off.
  • 6 weeks Paid Sabbaticals every 7 years.
  • 5 weeks of vacation and sick leave combined into a Paid Time-Off bank.
  • 10 Paid Holidays, including two Floating Holidays.
  • 16 hours of Volunteer Time.
  • 6 weeks of Paid Parental Leave.

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.

  • Tax Manager

    3 weeks ago

    Lake Oswego, Oregon, United States Aldrich Full time

    Job SummaryAldrich is seeking a highly skilled Tax Manager to join our team. As a trusted advisor to our clients in the construction and manufacturing sectors, you will provide comprehensive tax review, planning, and compliance services.Key ResponsibilitiesConduct in-depth tax reviews and provide strategic guidance to clientsDevelop and implement tax...

  • Tax Manager Position

    4 weeks ago

    Lake Oswego, Oregon, United States Jobot Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Jobot. As a Tax Manager, you will be responsible for managing all aspects of tax compliance, planning, and strategy for our clients in the finance industry.Key Responsibilities:Manage and oversee all aspects of tax compliance, including Trusts and Estates, ensuring all...

  • Senior Tax Manager

    3 weeks ago

    Lake Oswego, Oregon, United States Aldrich Full time

    Job SummaryAldrich is seeking a highly skilled Senior Tax Manager to join our team. As a trusted advisor to our clients, you will provide complex tax review, planning, and compliance services. Your expertise will be invaluable in helping our clients achieve their long-term objectives.Key Responsibilities* Conduct in-depth analysis of client financial data to...

  • Senior Tax Manager

    3 weeks ago

    Lake Oswego, Oregon, United States Aldrich Full time

    Job SummaryAldrich is seeking a highly skilled Senior Tax Manager to join our team. As a trusted advisor, you will provide complex tax review, planning, and compliance services to our clients.Key ResponsibilitiesLead and facilitate client service delivery, conducting comprehensive review meetings and ensuring the highest standard of client engagement and...

  • Senior Tax Manager

    3 weeks ago

    Lake Oswego, Oregon, United States Aldrich Full time

    Job Type: Full-timeDescriptionAldrich 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.RequirementsLead and facilitate client service delivery, conducting comprehensive review meetings...

  • Tax Manager, High Net Worth Individuals

    3 weeks ago

    Lake Oswego, Oregon, United States Aldrich Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at Aldrich. As a Tax Manager, you will play a pivotal role in helping our high net worth, ultra-high net worth, and family office clients optimize their financial strategies and achieve their financial goals.In this role, you will serve as a trusted business advisor, providing expert...

  • Tax Manager, High Net Worth Individuals

    3 weeks ago

    Lake Oswego, Oregon, United States Aldrich Full time

    Job SummaryAs a Tax Manager at Aldrich, you will play a pivotal role in helping our high net worth, ultra-high net worth, and family office clients optimize their financial strategies. You will serve as a trusted business advisor, providing expert consulting services that shape their financial success.Key ResponsibilitiesDirectly engage with clients on new...

  • Tax Senior Associate

    4 weeks ago

    Lake Oswego, Oregon, United States Aldrich Full time

    Job SummaryAldrich CPAs and Advisors is seeking a Senior Tax Associate to join our team. As a Senior Tax Associate, you will assist in the preparation and review of tax returns, provide client service, and participate in consulting services. If you are passionate about working with a team, striving for a work-life balance, and giving back to the community,...

  • Audit Manager

    4 weeks ago

    Lake Oswego, Oregon, United States Jobot Full time

    Audit Manager OpportunityAt Jobot, we're seeking a highly skilled Audit Manager to join our team. As a key member of our accounting and financial services team, you'll have the opportunity to work with some of the nation's best clients and enjoy a promising work-life balance.Key Responsibilities:Lead audits and financial reviews for clientsDevelop and...

  • Financial Planning and Operations Manager

    4 weeks ago

    Lake Oswego, Oregon, United States New Gig Solutions Full time

    Job DescriptionNew Gig Solutions is seeking a seasoned financial professional to fill the role of Controller. This is an exciting opportunity for a strategic thinker who can oversee all accounting and finance functions within a dynamic environment.About the RoleAs the Controller, you will be responsible for leading all accounting operational functions,...

  • Wealth Management Associate

    3 weeks ago

    Lake Oswego, Oregon, United States TBWA\Chiat\Day Full time

    Role OverviewWe are seeking a highly skilled Client Experience Associate to join our WealthFactor team at Farther. As a Client Experience Associate, you will play a critical role in delivering personalized, holistic wealth management to our clients. You will work closely with our team of experts to optimize our clients' wealth, focusing on risk, fees, and...

  • Product Manager ERP AI

    4 weeks ago

    Lake Oswego, Oregon, United States Trimble Full time

    Job Title - Product Manager ERP AILocation: Portland OR, or Westminster CODepartment: Trimble ViewpointPosition OverviewTrimble Construction One ERP construction management solutions improve job cost accounting and provide accurate reporting in real-time, saving resources, time, and frustration among construction accounting professionals. As a Product...

  • Senior Financial Services Professional

    3 weeks ago

    Lake Oswego, Oregon, United States Pacific Capital Resource Group Full time

    At Pacific Capital Resource Group, we are one of the fastest growing financial services firms in the Northwest, dedicated to directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest.Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax...

  • Auditing and Taxation Professional

    4 weeks ago

    Lake Oswego, Oregon, United States Aldrich - Campus Recruiting Full time

    Auditing and Taxation Career OpportunitiesAldrich - Campus Recruiting is seeking highly motivated and ambitious students to join our summer internship program in auditing and taxation. As a member of our team, you will have the opportunity to gain hands-on experience in public accounting, working alongside our experienced professionals.Job...

  • Senior Financial Auditor

    4 weeks ago

    Lake Oswego, Oregon, United States Jobot Full time

    Audit Manager OpportunityWe are seeking a highly skilled Audit Manager to join our team at Jobot. As a key member of our accounting and financial services team, you will be responsible for leading audits and providing expert guidance to our clients.About the RoleThis is a unique opportunity to work with some of the nation's best clients and enjoy a promising...

  • Estate Planning Attorney

    4 weeks ago

    Lake Oswego, Oregon, United States Jobot Full time

    About the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing expert legal advice and guidance to clients on estate planning matters.ResponsibilitiesDevelop and implement estate planning strategies for clientsPrepare and review estate planning documents,...

  • Chief Financial Officer

    4 weeks ago

    Lake Oswego, Oregon, United States VanderHouwen Full time

    A prominent nonprofit organization in Portland, OR, is seeking a dynamic Chief Financial Officer (CFO) to join their leadership team. Reporting directly to the CEO, this role will focus on financial stewardship and identifying future growth opportunities. The ideal CFO will align with the organization's core values of respect, quality, collaboration,...

  • Law Firm Office Administrator

    4 weeks ago

    Lake Oswego, Oregon, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is seeking an experienced Office Administrator to lead our client's Portland office. The ideal candidate will have a strong background in human resources, finance, and office management.Key ResponsibilitiesHuman Resources: Recruitment, compensation analysis, coaching, workflow managementFinance: Oversee billing, accounts...

  • Travel Outpatient Physical Therapist Position

    4 weeks ago

    Lake Oswego, Oregon, United States AHS Staffing Full time

    Job DetailsAHS Staffing is seeking a skilled Outpatient Physical Therapist for a travel assignment in a dynamic healthcare setting.Key RequirementsSpecialty: Physical TherapistDiscipline: TherapyShift: 8 hours, daysEmployment Type: TravelAHS Staffing offers a competitive pay package, tax-free stipend, and comprehensive benefits, including medical coverage,...

  • Travel Outpatient Physical Therapist Position

    2 weeks ago

    Lake Oswego, Oregon, United States AHS Staffing Full time

    AHS Staffing is seeking a travel Outpatient Physical Therapist to fill a position in a dynamic healthcare setting.Job Details:Specialty: Physical TherapistDiscipline: TherapyShift: 8 hours, daysEmployment Type: TravelAHS Staffing offers a competitive pay package, tax-free stipend, and industry-leading benefits, including comprehensive medical coverage,...