Tax Senior Associate
About this role
Description
Aldrich CPAs and Advisors is looking for a Tax Senior Associate to join our team. This role is a strong opportunity for someone who wants to continue building their public accounting career while gaining exposure to tax compliance, planning, and consulting work.
As a Tax Senior Associate at Aldrich, you will work closely with clients, managers, and partners to prepare and review tax returns, support client deliverables, and contribute to timely, high-quality service. This is a great fit for someone who enjoys technical tax work, building relationships, and growing within a collaborative team environment.
Check out more about Aldrich at https://aldrichadvisors.com/.
Requirements
- 3+ years of recent public accounting experience with a primary focus on tax or business consulting
- Experience preparing tax returns and supporting client deliverables
- Ability to mentor others and review work product
- Excellent research, writing, and communication skills
- Bachelor’s degree in Accounting, Finance, or another related field from an accredited college or university
- Successful completion of the CPA exam, licensed CPA, JD, or EA preferred
You’ll Get a Chance To
- Prepare income tax returns, including consolidated and multi-state tax returns
- Assist with tax return review and client deliverables
- Develop relationships with client personnel responsible for tax matters
- Support tax planning, consulting, and client service needs
- Provide effective project management and communicate status updates clearly
- Use current technology and tools to enhance deliverables
- Build technical competence by staying up to date on tax trends, developments, and technical authorities
- Mentor associates and review work product as appropriate
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.
Here’s what you can expect:
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. A reasonable estimate of the current range is $90,000 - $105,000.
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
This is a full-time position with hybrid workplace options. Candidates should be able to work from the Lake Oswego office 3 days per week and 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.
Company at a glance
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.
Top Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Health savings account
- Flexible spending accounts
- Dependent care benefits
- 401(k) plan
- Profit sharing
- Paid time-off
- Paid holidays
- Volunteer time
- Paid sabbatical
- Paid parental leave
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