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Tax Director

Company: aldrichadvisors
Location: Lake Oswego
Posted on: February 16, 2020

Job Description:

Position InformationAldrich is looking for a Senior Tax Manager to work with our high net worth individuals that are being serviced within Aldrich Wealth LP (AW). Professionals in the Tax Excellence Hub work together with a team of advisors, with varying disciplines, to serve these clients.----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.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 growth both professionally and personally. If you have a passion for tax and servant leadership, we want to meet you. --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
  • Develop 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
  • Coordinate with Aldrich Wealth relationship managers throughout the year regarding tax needs for client meetingsQualifications
    • 6+ years recent experience in public accounting with a primary focus on high net worth individual tax planning and prep
    • Licensed CPA or JD
    • Excellent verbal and writing skills
    • Willingness to take "ownership" of the client
    • Ability to build and retain client relationshipsAbout UsThe Aldrich Group of Companies includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services. Working closely with business owners and individuals, The Aldrich Group manages their financial, wealth and tax planning strategies. --We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately held companies and individual clients. The Aldrich Group includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, Aldrich Retirement Solutions LP, Aldrich Benefits LP (dba Aldrich Insurance Solutions LP in California) and Aldrich Business Transitions LP.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. Aldrich is an equal opportunity employer.Salary and BenefitsOur 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.

Keywords: aldrichadvisors, Portland , Tax Director, Accounting, Auditing , Lake Oswego, Oregon

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