Tax Senior Associate

Aldrich; Lake Oswego (OR); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with match

Paid time off

Paid holidays

Sabbatical

Parental leave

Volunteer time

Job summary

Aldrich CPAs and Advisors in Lake Oswego, OR, is seeking a Tax Senior Associate to join our team. You will prepare and review tax returns, support client deliverables, and contribute to timely, high-quality service.

This role is ideal for someone who enjoys technical tax work, building relationships, and growing within a collaborative team environment. The position offers hybrid work options and a comprehensive benefits package.

Qualifications

• 3+ years of public accounting experience with a primary focus on tax or business consulting.
• Experience preparing tax returns and supporting client deliverables.
• Ability to mentor others and review work product.
• Excellent research, writing, and communication skills.
• Bachelor’s degree in Accounting, Finance, or another related field from an accredited college or university.
• Successful completion of the CPA exam, licensed CPA, JD, or EA preferred.

Responsibilities

• Prepare income tax returns, including consolidated and multi-state tax returns.
• Assist with tax return review and client deliverables.
• Develop relationships with client personnel responsible for tax matters.
• Support tax planning, consulting, and client service needs.
• Provide effective project management and communicate status updates clearly.
• Use current technology and tools to enhance deliverables.
• Build technical competence by staying up to date on tax trends, developments, and technical authorities.
• Mentor associates and review work product as appropriate.

Skills

Public accounting experience

Tax knowledge

Mentor/lead others

Research/writing

Communication skills

Education

Bachelor’s degree in Accounting/Finance

CPA/JD/EA preferred

Job description

Description

Aldrich CPAs and Advisors is looking for a Tax Senior Associate to join our team. This role is a strong opportunity for someone who wants to continue building their public accounting career while gaining exposure to tax compliance, planning, and consulting work.

As a Tax Senior Associate at Aldrich, you will work closely with clients, managers, and partners to prepare and review tax returns, support client deliverables, and contribute to timely, high-quality service. This is a great fit for someone who enjoys technical tax work, building relationships, and growing within a collaborative team environment.

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

Requirements

• 3+ years of recent public accounting experience with a primary focus on tax or business consulting
• Experience preparing tax returns and supporting client deliverables
• Ability to mentor others and review work product
• Excellent research, writing, and communication skills
• Bachelor’s degree in Accounting, Finance, or another related field from an accredited college or university
• Successful completion of the CPA exam, licensed CPA, JD, or EA preferred

You’ll Get a Chance To

• Prepare income tax returns, including consolidated and multi-state tax returns
• Assist with tax return review and client deliverables
• Develop relationships with client personnel responsible for tax matters
• Support tax planning, consulting, and client service needs
• Provide effective project management and communicate status updates clearly
• Use current technology and tools to enhance deliverables
• Build technical competence by staying up to date on tax trends, developments, and technical authorities
• Mentor associates and review work product as appropriate

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 account with an annual company 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 sabbatical 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 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 compensation decisions are dependent on the 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. A reasonable estimate of the current range is $90,000 - $105,000.

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

This is a full-time position with hybrid workplace options. Candidates should be able to work from the Lake Oswego office 3 days per week and 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.

We exist to improve the lives of our people, our clients, and our communities. Aldrich is committed to supporting employees’ growth, creating opportunities to develop the whole person, and helping team members make an impact through their work and community involvement.

Aldrich is an equal opportunity employer.