Senior Tax Manager

3 days ago


Portland, 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 the client's overall financial goals.

Key Responsibilities
  • Analyze client financial information and assess needs to determine advanced strategies necessary to meet clients' objectives
  • Manage all aspects of relationship for high net worth clients, including developing and mentoring employees through training and effective performance feedback
  • Perform technical tax reviews, approve tax returns, and governmental tax examinations of any complexity
  • Develop and implement service plans to deliver exceptional client experiences
  • Work closely 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 plus
  • 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 dynamic and growth-minded work environment with opportunities for professional development
  • A competitive salary range of $150,000 - $185,000, with potential for discretionary annual incentives

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