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. We are looking for people with an entrepreneurial spirit and a desire to grow both professionally and personally. 

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 perfect candidate will have excellent communication skills, enjoy interacting and building client relationships and provide timely and high-quality deliverables that exceed client expectations.
Our teams are currently working remotely, but it will be critical for this position to eventually be local and available to work in our Lake Oswego, Oregon location once we return to the office. Long term, a hybrid of in office and from home work is available for this position.

Primary Responsibilities

• Coordinate and plan service delivery to clients, including conducting review meetings
• Work directly with clients on follow-up items from meeting or initiate follow through on new initiatives with clients
• Analyze client financial information, assess needs, and determine advanced strategies necessary to meet clients' objectives
• Manage client relationships
• Manage and further leverage established network with current referral professionals
• Develops relationships with clients and demonstrates a capacity to earn client’s respect and trust, providing opportunities to sell existing clients new services and attract new business to the firm
• Perform technical tax reviews, approve tax returns, and governmental tax examinations of any complexity
• Develop and mentor staff through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
• Manage risk and financial performance of engagements including billing, collections and project budgets

Qualifications

• 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

About Us

Aldrich CPAs and Advisors LLP (formerly AKT) is a growing west coast regional firm of independent CPAs and advisors. Aldrich Group brings experienced CPAs, wealth advisors, benefit advisors, and retirement plan experts together to provide accounting, auditing, tax compliance, international consulting, business valuation, financial planning, wealth management and business consulting services to our clients.

Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values: "Helping our clients achieve their goals." Quality service is the greatest product Aldrich offers. We take great pride in our integrity and ability to deliver on our commitments to clients. We bring fresh and innovative solutions to resolve client issues, and listen intently to their needs while working to exceed their expectations.

We also take great pride in supporting our local communities, participating in firm wide volunteer days and using our paid time off to work in organizations for which we have personal passion.

Aldrich is one of those unique professional services firms with a regional presence that has deep technical expertise and resources while still maintaining our personal service. Aldrich is an equal opportunity employer.

Salary and Benefits

Our employees enjoy a competitive compensation and benefits package, which includes medical, dental, vision, life, and disability insurance, flexible benefits plan, 401(k) plan including profit-sharing and match, paid holidays, paid volunteer time, paid parental leave, as well as vacation and sick leave in the form of a paid time-off bank.
To Apply

Submit your resume. #LI-Remote