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Tax Manager, Private Wealth

Company: Aldrich
Location: Portland
Posted on: May 28, 2023

Job Description:

About the Position
Aldrich CPAs and Advisors is looking for a Tax Manager to work with our ultra-high net worth individual clients. Professionals in our Private Wealth Tax team work together with tax professionals and financial advisors with varying disciplines, to serve these clients. Successful candidates will have a desire to interact and manage client relationships, enjoy working as part of a team, and have a desire for future growth.
This position differs from most tax related careers in that it will focus on providing complex tax planning coordinated with the client's overall financial goals all aimed to provide fully integrated lifetime tax and financial planning. This position is client facing, so the ideal candidate will have the ability to listen to their needs and be able to communicate complex ideas in a way that clients will understand. While providing timely and efficient tax compliance is also necessary, the primary role will be acting as the trusted advisor to our clients providing seamless service alongside our financial advisors.
At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a work-life balance within the rigors of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you.
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/.
You'll Get a Chance To

  • Work directly with clients on new initiatives and manage follow through with team members and clients
  • Analyze client financial information, assess needs, and determine advanced strategies necessary to meet clients' objectives
  • Manage and further leverage established network with referral professionals
  • Develop relationships with clients and demonstrate capacity to earn client's respect and trust, manaing all aspects of the client relationship, providing opportunities to increase new services for existing clients and attract new business to the firm
  • Perform technical tax reviews and governmental tax examinations of any complexity
  • Develop and mentor Seniors and Staff through training and effective performance feedback
  • Manage risk and financial performance of engagements including billing, collections and project budgets
  • Coordinate proactively with Aldrich Wealth relationship managers throughout the year regarding tax needs and new service opportunities for client meetings
  • Ownership of service plan delivery to clients, including conducting review meetings What You Bring to the Team
    • 4+ years recent experience in public accounting with a primary focus on high net worth individual tax planning, preparation and review
    • Ability to supervise others
    • Licensed CPA
    • Licensed Certificed Financial Planner or JD with estate planning skills a bonus
    • 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 approximately 5% discretionary profit sharing
      • Time Off: 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, Paid Parental Leave, and 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank
        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, 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. Hybrid workplace options are available. It is critical for this role to be based in the Portland area for in-person client meetings based on business need.
        To Apply
        Submit your resume.

Keywords: Aldrich, Portland , Tax Manager, Private Wealth, Executive , Portland, Oregon

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