Tax Senior Manager

4 days ago

Lake Oswego, United States Aldrich Full time
Job DescriptionJob DescriptionDescription:

Aldrich is looking for a Senior Tax Manager interested in being a part of growing something. This position will provide complex tax review, planning and compliance services, and act as a trusted advisor to our clients. At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. This role will serve as the tax expert and leader. This position is client facing, so the ideal candidate will have excellent communication skills, enjoy interacting and building client relationships and provide timely and high-quality deliverables that exceed client expectations.

Requirements:

You'll Get a Chance To

  • Lead and facilitate client service delivery, conducting comprehensive review meetings and ensuring the highest standard of client engagement and satisfaction.
  • Act as the primary client contact, addressing follow-up items and proactively initiating strategies to implement new initiatives tailored to meet evolving client needs.
  • Conduct in-depth analysis of client financial data, identifying advanced tax planning opportunities and developing strategies that align with clients' long-term objectives.
  • Oversee and nurture client relationships, acting as a trusted advisor by consistently delivering strategic insights and maintaining open lines of communication.
  • Cultivate long-term relationships, demonstrating the ability to earn clients' trust and respect, creating opportunities to cross-sell services, and expanding business through referrals and new client acquisition.
  • Manage engagement risk and financial performance, including overseeing project budgets, ensuring timely billing and collections, and maintaining profitability across client engagements.

What You Bring to the Team

  • 8+ years recent tax experience in public accounting
  • Licensed CPA or JD
  • Excellent verbal and writing skills
  • Willingness to take "ownership" of the client
  • Ability to build and retain client relationships

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our employees and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect:


Comprehensive Health Benefits and Retirement Savings:

  • Medical, dental, and vision insurance
  • Life and disability insurance
  • Annual Health savings contribution of $1,500, flexible spending accounts, and dependent care benefits
  • 401(k) plan with 1.5% match and 5% annual discretionary profit sharing
  • 3% annual contribution to a Cash Balance Plan

Generous Time Off:

  • 6 weeks Paid Sabbaticals every 7 years
  • 5 weeks of vacation and sick leave combined into a Paid Time-Off bank
  • 10 Paid Holidays, including two Floating Holidays
  • 16 hours of Volunteer Time
  • 6 weeks of Paid Parental Leave

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range is $145,000 - $185,000. You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.


For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/.


To Apply

Submit your resume. A brief cover letter is optional and appreciated.


Why 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.

Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities.


Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.


Check out more about Aldrich at https://aldrichadvisors.com/.

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