Tax Manager

Aldrich CPAs + Advisors LLP • Lake Oswego, OR

293d • $125,000 - $150,000

About The Position

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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree