Tax Senior Manager

Description

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 ideal 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.

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/. 

Requirements

You'll Get a Chance To

• 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
• 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

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. Aldrich offers a comprehensive benefits package that includes: 

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and 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 $135,000 - $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, w