Tax Manager for High Net Worth Individuals

6 days ago


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

We are seeking a senior tax professional to join our private wealth team as a Tax Manager. This role will involve providing sophisticated financial planning and advisory services to high net worth, ultra-high net worth, and family office clients.

Responsibilities:

  • Directly engage with clients to ensure seamless follow-through on new initiatives
  • Analyze client financial data to identify needs and develop advanced tax strategies
  • Build and maintain strong client relationships, managing all aspects of the client experience
  • Oversee technical tax reviews, handling complex matters and ensuring compliance with tax regulations
  • Develop and mentor senior associates and staff, providing targeted training and performance feedback
  • Manage the financial performance of engagements, including billing, collections, and project budgets

Requirements:

  • 4+ years of recent experience in public accounting with a focus on high net worth individual tax planning
  • Ability to supervise others and build strong client relationships
  • Licensed CPA, EA, or JD
  • Willingness to take ownership of client relationships and manage all aspects of the client experience

Benefits:

  • Comprehensive health benefits and retirement savings
  • Generous time off, including 6 weeks of paid sabbatical every 7 years
  • 10 paid holidays and 16 hours of volunteer time

As a Tax Manager at Aldrich, you will have the opportunity to work with a talented team of professionals and make a meaningful impact on the lives of our clients. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply.



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