Tax Manager

Aldrich; Lake Oswego (OR); On-site; USD 130,000 - 160,000; Full time

Job summary

Aldrich is actively seeking a Tax Manager to join their team in Lake Oswego. The role involves complex tax matters, client relationship handling, and requires a licensed CPA with substantial public accounting experience. Aldrich offers a collaborative work environment, with a focus on employee well-being and community engagement, including a rich benefits package and significant time-off opportunities.

Benefits

Comprehensive Health Benefits

401(k) plan with 1.5% match

5 weeks of Paid Time Off

10 Paid Holidays

6 weeks of Paid Sabbaticals every 7 years

Qualifications

• Licensed CPA or successful completion of the CPA exam required.
• 6+ years of recent public accounting experience focusing on tax.

Responsibilities

• Coordinates and plans service delivery to clients, including conducting review meetings.
• Analyzes client financial information and determines advanced strategies.
• Leads new client prospecting and designs presentations.

Skills

Communication

Risk Management

Client Relationship Management

Research

Writing

Education

Licensed CPA, JD, or EA

Job description

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Description

Aldrich CPAs and Advisors is looking for Tax Managers. These positions involve working closely with our clients in a variety of industries--including Construction and Manufacturing. As a trusted advisor to our clients, you'll dive into intricate tax matters and offer strategic guidance with partner oversight and support.

Job Type

Full-time

Description

Aldrich CPAs and Advisors is looking for Tax Managers. These positions involve working closely with our clients in a variety of industries--including Construction and Manufacturing. As a trusted advisor to our clients, you'll dive into intricate tax matters and offer strategic guidance with partner oversight and support.

At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. A Tax Manager provides client service, relationship management, and consulting services. This role serves as the tax expert and coordinates all aspects of the tax relationship. This position is client facing, so the ideal candidate has excellent communication skills, enjoys interacting and building client relationships, and provides timely and high-quality deliverables that exceed client expectations. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a healthy work-life balance within the demands of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you.

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

Requirements

You'll Get a Chance To

• 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
  
  

What You Bring To The Team

• 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 exam, licensed CPA, JD, or EA
  
  

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members 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
• Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits
• 401(k) plan with 1.5% match and 5% annual discretionary profit sharing
  
  

Generous Time Off:

• 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 week Paid Sabbaticals every 7 years
• 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 also ensures internal equity in all pay decisions. The current estimated salary range for this position is $130,000 - $160,000.

You may also be eligible to participate in a discretionary annual incentive 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/.

What You Should Know

Licensed CPA, Enrolled Agent, JD, or successful completion of the CPA exam is required. This is not a remote position, but hybrid work options are available and candidates must be legally authorized to work in the United States without the need for employer sponsorship.

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.

To Apply

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

We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Financial Services and Accounting

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