Tax Manager, Private Wealth

3 days ago


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

We are seeking a highly skilled Tax Manager to join our Private Wealth team. As a key member of our team, you will play a pivotal role in helping our clients optimize their financial strategies and achieve their goals.

Key Responsibilities
  • Analyze client financial information and develop advanced strategies to meet their objectives
  • Manage client relationships and provide expert consulting services
  • Collaborate with tax professionals and financial advisors to deliver exceptional client service
  • Develop and mentor junior team members
  • Manage risk and financial performance of engagements
Requirements
  • 4+ years of 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
  • Excellent verbal and writing skills
What We Offer

Aldrich is a growth-minded firm with a commitment to accountability, agility, collaboration, and respect. We offer a comprehensive benefits package, including health insurance, retirement savings, and time off. You may also be eligible for a discretionary incentive compensation program.

About Aldrich

Aldrich is a west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to improving the lives of our people, clients, and communities.


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