Tax and Financial Expert

1 week ago


Salem, Oregon, United States Aldrich Full time
Job Summary

Aldrich CPAs and Advisors seeks a seasoned Tax Manager to provide comprehensive tax review, planning, and compliance services to our construction clients. As a trusted advisor, you will delve into intricate tax matters and offer strategic guidance.

About the Role

This position offers a unique opportunity to be part of a growing regional professional services firm with an innovative and entrepreneurial spirit. You will work closely with our team to deliver exceptional client experiences and foster growth in the local area.

Key Responsibilities
  • Coordinates and plans service delivery to clients, including conducting review meetings
  • Participates in the creation and development of processes and infrastructure designed to service clients
  • Analyzes client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives
  • Manages all aspects of the client relationship
  • Leads new client prospecting, designs presentations, and leads closing meetings
  • Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
  • Manages risk and financial performance of engagements including billings, collections, and project budgets
Requirements
  • 6+ years recent experience in public accounting with a primary focus on tax
  • Ability to supervise others
  • Excellent research and writing skills
  • Successful completion of the CPA or EA exams, licensed CPA, JD, or EA
Compensation and Benefits

We offer a competitive salary and a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. The estimated salary for this position is $125,000-$145,000, plus discretionary annual incentives and profit-sharing opportunities.

Benefits Include:

  • Comprehensive Health Benefits and Retirement Savings
  • Generous Time Off, including 5 weeks of vacation and sick leave, 10 Paid Holidays, and 16 Hours of Volunteer Time
  • Access to Professional Development Opportunities and Mentorship Programs

Aldrich is an equal opportunity employer committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. We value diversity, equity, and inclusion in the workplace and strive to create a culture that promotes these values.



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