How would you like to step away from the technical tactics and more redundant grind of pure tax return review to instead act as a holistic advisor to your high net worth tax clients? Leverage your entrepreneurial spirit to build business and grow your career within the fastest-growing arm of this well-respected practice?
Kent Employment Solutions is conducting a retained recruitment of an SR Tax Manager for our Lake Oswego client, Aldrich Wealth LP. The ideal candidate is a polished CPA or JD with 6+ years of tax planning/prep and a solid technical tax aptitude interested in leading a team advising high net worth individuals. - Reach out today for more information – email@example.com
Break out of the traditional CPA lane into a business advisor role with a fast-growing group of highly motivated professionals working collaboratively to leverage each other's expertise in service of their clients
Find balance and new challenges away from the typical tax cycle – the day after day of “technical reviews” and compliance, compliance, compliance
Instead, be a more rounded business advisor
Great natural base of client referrals in a fee-based advisor structure
Organic growth and shareholder track potential
The SR Tax Manager manages a small team of tax professionals within the Tax Excellence Hub. The Tax Excellence Hub serves high net worth individuals that are being serviced within Aldrich Wealth LP (AW). Professionals in this Hub work together with a team of advisors, with varying disciplines, to serve these clients. This position will provide complex tax review, planning, and compliance services and act as a trusted advisor to our clients.
Coordinate and plan service delivery to clients, including conducting review meetings for the Tax Excellence Hub
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 an 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.
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 meetings
Licensed - CPA or JD
High level of technical tax aptitude
Proficiency with both business and individual returns
6+ years of recent experience in public accounting with a primary focus on high net worth individual tax planning and prep
Excellent verbal and writing skills
Ability to act as a broad/holistic trusted advisor, build rapport with high net worth clients
Willingness to take "ownership" of the client
Ability to develop and retain client relationships
Outstanding at engaging with people
Masters of Tax preferred
Additional Salary Information: Employees enjoy a competitive compensation and benefits package, which includes base salary and incentive compensation, 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, paid sabbatical, as well as vacation and sick leave in the form of a paid-time-off bank.
About Kent Employment Solutions
About Our Client
The 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.