Senior Tax Manager

4 days ago


Lake Oswego, Oregon, United States Aldrich Full time
About the Role

Aldrich is seeking a highly skilled Senior Tax Manager to join our Private Wealth Tax group. As a trusted advisor to our high net worth individual clients, you will work closely with a team of professionals to provide complex tax planning and coordination with their overall financial goals.

Key Responsibilities
  • Provide timely and efficient tax compliance services while acting as the trusted advisor to our clients.
  • Develop and implement advanced tax strategies to meet clients' objectives.
  • Manage all aspects of relationships for high net worth clients, including building and retaining client relationships.
  • Perform technical tax reviews, approve tax returns, and conduct governmental tax examinations of any complexity.
  • Develop and mentor employees through training and effective performance feedback.
  • Manage risk and financial performance of engagements, including billing, collections, and project budgets.
  • Coordinate proactively with Aldrich Wealth relationship managers to identify tax needs and new service opportunities for client meetings.
Requirements
  • 7+ years of recent experience in public accounting with a focus on high net worth individual tax planning and review.
  • Licensed CPA.
  • Licensed Certified Financial Planner or JC with estate planning skills a bonus.
  • Excellent verbal and writing skills.
  • Ability to build and retain client relationships.
What We Offer
  • A comprehensive benefits package, including health insurance, retirement savings, and time off.
  • A discretionary annual incentive program, subject to the rules governing the program.
About Aldrich

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. Our leadership philosophy encompasses our clearly defined mission, vision, and values, which prioritize the well-being of our people, clients, and communities.

We are an equal opportunity employer and are committed to providing opportunities for professional growth and development. If you are a motivated and experienced tax professional looking to join a dynamic team, we encourage you to apply.


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