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Jobs at Aldrich (Now Hiring) — 6 open

Aldrich logoAldrich

Tax Manager

Lake Oswego, Oregon, United States · Hybrid

$120k–$195k/yr

Senior

Description 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. Th…

Skills: Tax Compliance, Tax Planning, Consulting, Relationship Management, Client Service

Aldrich logoAldrich

Senior Tax Manager

Lake Oswego, Oregon, United States · On-site

$155k–$180k/yr

Senior

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 ou…

Skills: Tax Review, Tax Planning, Tax Compliance, Client Relationship Management, Financial Analysis

Aldrich logoAldrich

Senior Tax Manager

Lake Oswego, Oregon, United States · Hybrid

$180k–$215k/yr

Senior+

Description Aldrich CPAs and Advisors is looking for a Senior Tax Manager to join our Lake Oswego office and support clients in our construction practice. This is a high-visibility leadership opportunity for an experienc…

Skills: Tax Compliance, Tax Planning, Tax Consulting, Client Relationship Management, Staff Supervision

Aldrich logoAldrich

Trader

Lake Oswego, Oregon, United States · On-site

Mid level

Description We are seeking a detailed oriented and analytical professional to join our dynamic investment team as a Trader. This individual will work closely with our Senior Trader as well as our Investment and Client Se…

Skills: Trading

Aldrich logoAldrich

Senior Client Services Specialist, Family Office

Carlsbad, California, United States · Remote OK

$75k–$105k/yr

Senior

Description We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family Office division. In this role, you will support ultra-high-net-worth (UHNW) client relatio…

Skills: Client Relationship Management, Wealth Management Operations, Alternative Investment Operations, Account Administration, Custodial Service Requests

Aldrich logoAldrich

Senior Client Services Specialist, Family Office

Lake Oswego, Oregon, United States · Remote OK

$75k–$105k/yr

Senior

Description We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family Office division. In this role, you will support ultra-high-net-worth (UHNW) client relatio…

Skills: Client Relationship Management, Wealth Management Operations, Alternative Investment Operations, Account Onboarding, Custodial Service Requests

Aldrich logo

Tax Manager

Aldrich

Lake Oswego, Oregon, United States • Hybrid

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Senior

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  • $120k–$195k/yr
  • Full-time
  • professional certificate, postgraduate degree
  • Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, Disability Insurance, Health Savings Account
  • Posted 10d ago
  • ~40 hrs/week

Responsibilities

The Tax Manager will deliver tax compliance, planning, and consulting services while managing relationships for clients in the construction practice. Responsibilities include supervising staff, managing engagement financials, and collaborating with partners to grow the practice.

Requirements

Requires 6+ years of public accounting experience with a focus on tax and a professional credential such as a CPA, JD, or EA. Candidates must be local to the Lake Oswego/Portland metro area and possess strong client management and leadership skills.

Full job description

Description

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. 

Requirements

  •  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.

Related keywords

CPAEnrolled AgentJDTax ManagerConstruction TaxS CorporationsPartnershipsClosely Held BusinessesPublic AccountingTax ComplianceTax PlanningFinancial AnalysisLake OswegoPortlandSalem

About Aldrich

LinkedInVisit site
Industry
Professional Services
Company size
201-500 employees
Founded
1973
Headquarters
Portland, Oregon
LinkedIn followers
13,991

For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals. We pair deep industry experience with a full suite of integrated financial, tax, accounting, wealth, corporate retirement, and business transition services to help bring clarity to every phase of our clients’ personal and professional life cycles. The Aldrich group of companies is composed of Aldrich CPAs + Advisors LLP, one of the top 70 accounting firms in the US; Aldrich Wealth LP, a Registered Investment Advisory firm with over $7 billion in assets under advisement; Aldrich Capital Advisors LP, which provides advisory services for business transactions; and Aldrich Solutions LLC, which delivers business and technology consulting services driven by industry understanding and strategic insights. Based in Oregon since our founding in 1973, Aldrich now serves clients across the country from our eight offices throughout the Western US. Learn more at www.aldrichadvisors.com/about.

Offices: 5665 Meadows Road, Suite 200, Portland, Oregon 97035, US · 7676 Hazard Center Drive, #550, San Diego, CA 92108, US · 1903 Wright Place #180, Carlsbad, CA 92008, US · 4275 Commercial St. SE, Suite 100, Salem, OR 97302, US · 135 S State College Blvd #370, Brea, California 92821, US

strategic consultingtax planningaudit servicesaccounting & bookkeepingbusiness valuationinternational taxfinancial due diligencesuccession plansbusiness transition planningand technology consulting
View all jobs at Aldrich

About Aldrich

LinkedInVisit site
Industry
Professional Services
Company size
201-500 employees
Founded
1973
Headquarters
Portland, Oregon
LinkedIn followers
13,991

For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals. We pair deep industry experience with a full suite of integrated financial, tax, accounting, wealth, corporate retirement, and business transition services to help bring clarity to every phase of our clients’ personal and professional life cycles. The Aldrich group of companies is composed of Aldrich CPAs + Advisors LLP, one of the top 70 accounting firms in the US; Aldrich Wealth LP, a Registered Investment Advisory firm with over $7 billion in assets under advisement; Aldrich Capital Advisors LP, which provides advisory services for business transactions; and Aldrich Solutions LLC, which delivers business and technology consulting services driven by industry understanding and strategic insights. Based in Oregon since our founding in 1973, Aldrich now serves clients across the country from our eight offices throughout the Western US. Learn more at www.aldrichadvisors.com/about.

Offices: 5665 Meadows Road, Suite 200, Portland, Oregon 97035, US · 7676 Hazard Center Drive, #550, San Diego, CA 92108, US · 1903 Wright Place #180, Carlsbad, CA 92008, US · 4275 Commercial St. SE, Suite 100, Salem, OR 97302, US · 135 S State College Blvd #370, Brea, California 92821, US

strategic consultingtax planningaudit servicesaccounting & bookkeepingbusiness valuationinternational taxfinancial due diligencesuccession plansbusiness transition planningand technology consulting
View all jobs at Aldrich

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