Tax Manager in Lake Oswego, Oregon at Aldrich Services LLP

Aldrich CPAs and Advisors is looking for a Tax Manager to join our Lake Oswego office. This role will support clients in our construction practice, though prior construction tax experience is not required.

This is a strong opportunity for someone who wants meaningful client relationships, partner support, and the ability to grow within a niche practice.

As a Tax Manager at Aldrich, you will work closely with clients, partners, and team members to deliver tax compliance, tax planning, consulting, and relationship management services.

Experience serving closely held businesses, S corporations, partnerships, manufacturing, real estate, or other complex tax clients may translate well.

Check out more about Aldrich at https://aldrichadvisors.com/.

Practice Focus: Construction

This role is a good fit for someone who brings strong tax fundamentals, client relationship skills, and the ability to communicate well with both clients and team members.

The ideal candidate is local to the Lake Oswego/Portland metro area and able to maintain visibility with clients and team members in the Lake Oswego and Salem markets through Aldrich’s hybrid work model.

• 6+ years of recent public accounting experience with a primary focus on tax
• Experience managing client relationships and reviewing tax work
• Strong client service mindset and ability to build trust with clients
• Ability to supervise, mentor, and develop others
• Excellent research, writing, and communication skills
• Successful completion of the CPA exam, licensed CPA, JD, or EA

You’ll Get a Chance To

• Coordinate and plan service delivery to clients, including conducting review meetings
• Manage assigned client relationships and serve as a trusted advisor
• Analyze client financial information, assess needs, and determine strategies to meet client objectives
• Communicate technical tax concepts clearly to clients and team members
• Develop and mentor staff and seniors through training and performance feedback
• Manage the risk and financial performance of engagements, including billings, collections, and project budgets
• Participate in new client prospecting, presentations, and closing meetings
• Collaborate with partners and team members to support continued growth in the construction practice

How We’ll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life.

Comprehensive Health Benefits and Retirement Savings

• Medical, dental, and vision insurance
• Life and disability insurance
• Health savings account with an annual company contribution of $1,500
• Flexible spending accounts and dependent care benefits
• 401(k) plan with 1.5% match and 5% annual discretionary profit sharing

Generous Time Off

• 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 sabbatical every 7 years
• 6 weeks of paid parental leave

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is 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 compensation decisions are dependent on the 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 also ensures internal equity in all pay decisions. The current estimated salary range for this position is $120,000 - $195,000.

You may also be eligible to participate in a discretionary annual incentive 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

Licensed CPA, Enrolled Agent, JD, or successful completion of the CPA exam is required.

This is not a remote position, but hybrid work options are available. Candidates should be local to the Lake Oswego/Portland metro area and able to maintain visibility with clients and team members in the Lake Oswego and Salem markets. Candidates must be legally authorized to work in the United States without the need for employer sponsorship.

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.

We exist to improve the lives of our people, our clients, and our communities. Aldrich is committed to supporting employees’ growth, creating opportunities to develop the whole person, and helping team members make an impact through their work and community involvement.

Aldrich is an equal opportunity employer.

To Apply

Submit your resume. A brief cover letter is optional and appreciated.

We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.